Corporate Access & Research Services Co Op

wellington; Boston (MA); On-site; USD 28,000 - 34,000; Part time

Job summary

Wellington Management seeks a Corporate Access and Research Services co-op to support external research, corporate access, and investor relations. You will analyze data, manage ad-hoc requests, and help improve workflows using Excel and Python to deliver insights and data integrity.

You will collaborate across global teams, contribute your own perspective, and develop data fluency, visualization skills, and cross-functional communication in a fast-paced investment environment.

Qualifications

• Proven ability to analyze data and translate into actionable insights.
• Experience with data visualization and storytelling through charts/dashboards.
• Familiarity with Python/SQL for data extraction and manipulation.

Responsibilities

• Provide analysis of research services and corporate access data to uncover trends and support decisions.
• Handle ad-hoc requests related to third-party research approvals and investor support; ensure timely execution.
• Assist centralization of corporate access activity and resolve data inconsistencies across systems.
• Support relationship management of research providers and broker vote data; generate insights for internal and external partners.
• Access and analyze data using Excel and Python to improve workflows and deliver insights.
• Collaborate with internal teams to identify optimization opportunities and improve processes.

Skills

Data analysis

Data visualization

Programming (Python/SQL)

Tools

Power BI

Tableau

SQL

Python

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

About the Role

THE COMPANY

Tracing our roots to 1928, Wellington Management Company, LLP (WMC) is one of the world's largest independent investment management firms. With over $1 trillion in assets under management, 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 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 .

THE POSITION

The Corporate Access and Research Services (CARS) team is responsible for ongoing support of external research, corporate access, and expert networks. The team specifically manages our relationships and engagement with external research providers, expert networks and corporate Investor Relations (IR) teams. Supported by guidance from the team , the co-op will contribute to delivering high-impact, data-driven solutions for internal investors, corporates, and clients. This role involves supporting a variety of cross-functional initiatives that require strong analytical thinking and data fluency, leveraging business intelligence tools to uncover insights, improve processes, and drive strategic outcomes. The co-op will be an integral part of a global program, collaborating across teams to ensure successful execution and meaningful impact.

RESPONSIBILITIES

The CARS co-op will support strategic decision-making by analyzing research services and corporate access data, managing ad-hoc requests, and collaborating across teams to optimize workflows and enhance data integrity. Specific responsibilities will include:

• Provide analysis of research services and corporate access consumption data to uncover trends and support strategic decisions
• Manage and complete ad-hoc requests related to third-party research approvals, investor support, and entitlement processes, ensuring timely and accurate execution across multiple priorities
• Assist in the centralization and coordination of corporate access activity, including analysis of corporate events and collaboration with internal teams to resolve meeting data inconsistencies across systems
• Assist with relationship management of research providers and our biannual broker vote including analyzing provider engagement and consumption data to generate insights shared internally and with external partners
• Access and analyze data from across the firm using tools such as Excel and Python to support ad-hoc projects, improve systems, and deliver insights that enhance team workflows and business processes
• Collaborate with internal teams to identify opportunities for optimization and resolve data inconsistencies
• Actively contribute your own personal touch to the culture and norms of a diverse global team

QUALIFICATIONS

• Positive, proactive work ethic with a hands-on approach, a sense of humor, and a collaborative spirit
• Demonstrated knowledge and/or experience with data visualization, analysis, and programming tools such as Power BI, Tableau, SQL, and Python
• Familiarity with data infrastructure concepts including automation, APIs, data modeling, and data management, with a strong willingness to learn and apply these tools to support team goals
• Strong attention to detail and a versatile skillset that bridges both business and technical needs, with the ability to adapt quickly to shifting priorities and connect day-to-day tasks to broader strategic goals
• Excellent written and verbal communication skills, capable of translating complex data into clear, actionable insights for diverse audiences

Please note : The official start date for all accepted candidates is January 5th . This date is fixed and no exceptions will be made . We appreciate your understanding and commitment to aligning with this schedule.

Only Northeastern University students are eligible for this program.