Business Intelligence Co Op

Wellington Management Company; Boston (MA); Hybrid; USD 26,174,000 - 48,216,000; Full time

Benefits offered by this job

retirement plan

health and wellbeing

dental

vision

pharmacy coverage

health savings account

flexible spending accounts

commuter program

employee assistance program

life and disability insurance

adoption assistance

back-up childcare

tuition/CFA reimbursement

paid time off

Job summary

Wellington Management Company, LP is seeking a Business Intelligence Co‑Op based in Boston. You will collaborate with the Investment Platform BI team to build data-driven insights, dashboards and scalable reporting that support management decisions across global markets.

The role involves data collection, validation and visualization using Power BI, Tableau, Python and SQL, with exposure to investment processes and cross-functional stakeholders.

Qualifications

• Strong academic record with coursework in data analytics, computer science, information systems, finance, economics or related field.
• Strong analytical and problem-solving skills.
• Experience with Excel and data visualization tools such as Power BI or Tableau.
• Experience with Python, SQL or similar analytical/programming tools strongly preferred.
• Interest in emerging technologies and their application to analytics and business processes.

Responsibilities

• Supporting the Investment Platform Morning Meeting process, including logistics and capturing key points.
• Partnering with team members on data analysis across investment teams and strategies.
• Developing data visualizations, dashboards and analytical tools to identify trends.
• Assisting in scalable reporting and data product enhancements.
• Automating internal processes to improve efficiency and data quality.
• Collecting, validating and organizing data from multiple sources.
• Supporting analyses related to investment performance and management reporting.
• Translating business requirements into effective analytical solutions.
• Exploring modern data tools to improve information delivery.

Skills

Excel

Power BI

Tableau

Python

SQL

Analytical thinking

Team player

Education

Northeastern University student

Data analytics coursework

Strong academic record

Tools

Power BI

Tableau

Python

SQL

Job description

WELLINGTON MANAGEMENT

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 50 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.

THE COMPANY

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management as of September 2025, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span 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, and inclusive culture 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.

THE POSITION

The Business Intelligence Co‑Op represents an opportunity to join the Investment Platform Business Intelligence team, which partners with investment and business leaders to develop data‑driven insights and scalable analytical capabilities that support management decision‑making. The team is focused on building sustainable data, reporting and analytics solutions that provide greater transparency into the Investment Platform and reduce reliance on fragmented or manual processes. The co‑op will gain exposure to the investment management business while working with a range of data, technologies and stakeholders across the global Investment Platform. The co‑op will gain direct exposure to investors and their investment processes. The co‑op will work primarily with the Business Intelligence team and assist with many of the tasks associated with managing a complex, growing, and fast‑paced business. This position is based in Boston and interacts with colleagues across our global offices.

RESPONSIBILITIES

• Supporting the Investment Platform Morning Meeting process, including meeting logistics, coordination of materials, and capturing key discussion points and follow‑up items.
• Partnering with team members and business stakeholders on ad hoc and recurring data analysis across investment teams, strategies and business activities.
• Developing data visualizations, dashboards and analytical tools that enable investment and business leaders to identify trends and make informed decisions.
• Supporting the development and enhancement of scalable reporting and data products, including efforts to consolidate or replace manual and legacy reporting processes.
• Helping to streamline and automate internal processes, improving efficiency, data quality and sustainability.
• Assisting with the collection, validation and organization of data from multiple sources and helping maintain consistent, reliable datasets.
• Supporting analyses related to areas such as investment performance, peer‑relative insights, business activity and management reporting.
• Working with team members to understand business requirements and translate them into effective analytical solutions.
• Exploring opportunities to use modern data, visualization and development tools to improve how information is delivered and consumed.
• Supporting other strategic Business Intelligence initiatives as priorities evolve.

QUALIFICATIONS

We seek a team player who is an independent self‑starter, able to multi‑task, and complete high‑quality work. A keen ability to pay attention to detail is a must for this position. Excellent communication, writing and Excel skills are required. A demonstrated interest in the investment management industry is also desired. The following will be viewed favorably:

• Strong academic record, including relevant coursework in data analytics, computer science, information systems, finance, business, economics or a related field.
• Strong analytical and problem‑solving skills.
• Experience with Excel and data visualization tools such as Power BI or Tableau.
• Experience with Python, SQL or similar analytical/programming tools strongly preferred.
• Interest in emerging technologies and their application to analytics and business processes.
• Ability to work effectively in a fast‑paced, collaborative environment with high professional standards.
• Demonstrated interest in the investment management industry is desirable.

Please note: This co‑op position entails cross‑training to ensure optimal performance across functions. The anticipated start date for accepted candidates is December 2026. Candidates must have prior co‑op experience, as this position requires a foundational understanding of professional workplace dynamics and responsibilities. Only Northeastern University students are eligible for this program.

JOB TITLE

Business Intelligence Co Op

LOCATION

280 Congress

Not sure you meet 100% of our qualifications? That’s ok.

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.

COMPENSATION

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: $19-$35 per hour. This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

BENEFITS

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back‑up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We also offer a comprehensive and high‑value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. 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.

We believe that in person interactions inspire and energize our community and are essential to our culture.

DIVERSITY & INCLUSION

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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]

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