2027 ANZ Off Cycle Internship - 12 Month (Jan-Dec)

Wellington Management; Sydney; Hybrid; AUD 45,000 - 60,000; Full time

Benefits offered by this job

Office in Sydney

Hybrid work: 1 remote day per week

Paid internship

Job summary

Wellington Management invites applications for a 12-month ANZ Distribution Intern role based in our Sydney office. The internship offers hands-on exposure to business development, relationship management, and client servicing across institutional clients in a collaborative, supportive team.

The position is full-time for the year with flexibility discussed for exceptional candidates. You will gain exposure to the asset management industry while supporting reporting, client queries, and

Qualifications

• Pursuing a Bachelor’s degree in business, economics, finance or related field.
• Strong academic record and extracurricular activities.
• Interest in investment management and markets.
• Ability to work in a fast-paced, team-oriented environment.

Responsibilities

• Work with the broader relationship management team on new client reporting requirements.
• Assist with query management and day-to-day servicing of client and internal queries, including custodian queries on operational issues.
• Build and maintain relationships with external service providers (custodian banks, brokers, and other third-party vendors).
• Maintain internal client databases and track internal business metrics.
• Enter and monitor client activities in Salesforce.
• Support Salesforce campaigns, including managing distribution lists and crafting correspondence with global colleagues.
• Partner with colleagues to support content-led engagement across the platform.
• Produce and update pitch books and other marketing material as needed.
• Conduct market research on clients, industry and regulatory developments.
• Support and build out infrastructure for ongoing prospect reporting (e.g. performance updates, white papers).
• Respond to routine RFI requests.
• Assist in planning and execution of client onsites and briefing memos and logistics.
• Other tasks and projects assigned by the team.

Skills

Communication skills

Analytical thinking

Self-starter

Independent worker

Education

Bachelor's degree in Business Economics Finance or related

Tools

Microsoft Office

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure foster a long-term view that aligns our perspectives with those of our clients.

About The Role

The Position of ANZ Distribution Intern will require a motivated and curious individual to join a 12-month paid internship.

The Institutional & Wealth teams are responsible for strengthening and growing our prospect, client, and consultant relationships around the world. Wellington Management serves a diverse mix of clients located in over 50 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors — both defined benefit and defined contribution — and many other types of institutions.

This role offers a unique opportunity to gain hands‑on experience in the asset management industry while working closely with a collaborative and supportive team.

The internship is intended to be a full-time opportunity. We recognize that individual circumstances may vary and are open to discussing flexibility with exceptional candidates.

In this role, you will collaborate with colleagues across the Institutional and Wealth team to help support the business development, relationship management, and client servicing efforts of the firm. This position will provide broad exposure to Wellington Management, and the opportunity to build knowledge of the asset management industry.

Responsibilities

• Work with the broader relationship management team on any new client reporting requirements
• Assist with query management and day-to-day servicing of client and internal queries, including custodian queries on operational issues
• Build and maintain relationships with external service providers (custodian banks, brokers, and other third-party vendors)
• Maintaining internal client databases and tracking internal business metrics
• Entering and monitoring client activities in Salesforce
• Support Salesforce campaigns, including managing distribution lists and assisting in crafting correspondence with global colleagues
• Partner with colleagues to support content led engagement across the platform
• Producing and updating pitch books and other marketing material as needed
• Conduct market research on our clients and industry and regulatory developments
• Support and build out infrastructure for ongoing prospect reporting (e.g. performance updates, white papers)
• Responding to routine RFI requests
• Assist in the planning and execution of client onsites and associated briefing memo’s and logistics
• Other tasks and projects assigned by the team

Qualifications & Skills

• Studying towards a Bachelor’s degree (focus in Business, Economics, Finance or related field preferred, but not required as all degrees will be considered)
• Demonstrated accomplishments in academics, community service, and/or extracurricular activities
• Passion for investment management and markets
• Have the ability to work independently, in a fast-paced and team-oriented environment where priorities can change frequently
• Have the ability to be a strategic thinker, self-starter, humility and the willingness to learn from and collaborate with colleagues.
• Strong written and verbal communication skills
• Highest ethical standards and integrity
• Sharp quantitative, analytical and problem-solving skills with ability to synthesize information
• Proficiency in Microsoft Office, specifically in Word, PowerPoint and Excel
• Highly motivated self-starter with high intellectual curiosity
• Demonstrated resourceful creative thinker and problem solver

The position is based in our Sydney office, with regular business hours from Monday to Friday. This internship will run from January to December 2027. Candidates must have working rights in Australia.

Application Process

Please submit the following three (3) documents together. Ideally in one document.

• CV
• Statement of Interest (Why you are interested in Wellington and something about you that is not in your CV)
• Unofficial transcript

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.