Corporate Access & Research Services Co Op

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

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Commuter program

Job summary

Wellington Management Company is seeking a proactive co-op to support the Corporate Access and Research Services (CARS) team. You will analyze research services usage, manage third-party requests, and help coordinate corporate access activities across internal teams.

The role emphasizes data fluency, collaboration, and delivering insights that improve workflows. Northeastern University students are eligible, with a start date around January.

Qualifications

• Demonstrated experience with data visualization, analysis, and programming tools such as Power BI, Tableau, SQL, and Python.
• Strong analytical thinking and data fluency to uncover insights and support decision making.
• Familiarity with data infrastructure concepts including automation, APIs, data modeling, and data management.
• Excellent communication skills and ability to translate complex data into clear actions for diverse audiences.

Responsibilities

• 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.

Skills

Power BI

Tableau

SQL

Python

Education

Northeastern University student

Tools

Excel

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

• 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

The official start date for all accepted candidates is January 5th. This date is fixed and no exceptions will be made. Only Northeastern University students are eligible for this program.

Salary

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 and commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back‑up childcare
• tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

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.

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].

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

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.