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

Wellington Management Co; Sydney; Hybride; AUD 50 - 65 000; Plein temps

Avantages offerts par ce poste

Hybrid work schedule

Paid internship

Résumé du poste

Wellington Management in Sydney offers a 12‑month paid internship in the Institutional and Wealth ANZ Distribution team. The role provides hands‑on exposure to business development, relationship management, and client servicing for a diverse client base across more than 50 countries.

You will collaborate with colleagues to support reporting, queries, and marketing materials while building knowledge of the asset management industry.

Qualifications

• Strong written and verbal communication skills.
• Demonstrated analytical and problem‑solving abilities.
• Proficiency with Microsoft Word, PowerPoint and Excel.

Responsabilités

• Assist with client reporting requirements and day‑to‑day servicing of client queries.
• Build and maintain relationships with external service providers and internal stakeholders.
• Support Salesforce campaigns and contribute to distribution and marketing materials.

Connaissances

Communication

Analytical thinking

Microsoft Office

Self-starter

Formation

Bachelor’s degree focus in Business/ Economics/ Finance

Outils

Salesforce

Description du poste

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 fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

The Position The Institutional and 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. We are seeking a motivated and curious individual to join our ANZ Distribution team for a 12-month paid internship. 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.

The Position

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.

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

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

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.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi‑asset, and alternative strategies. As a private partnership whose sole business is investment management, our long‑term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject‑matter expertise. 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.

For more information, please visit https://www.wellington.com/en/