Financial Operations & Analysis Co Op

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

Benefits offered by this job

Health and wellbeing

Retirement plan

Dental

Vision

Job summary

Wellington Management Company seeks a highly motivated co-op in Financial Operations and Analysis to provide revenue reporting and analyses to senior management across the firm.

You will summarize and analyze asset and revenue trends, maintain relational databases, and design models and presentations. The role offers exposure to multiple departments, including Client Group, Global Accounting, and Portfolio Management, with cross‑functional training and a December 2026/January 2027 start.

Qualifications

• Proficiencies in Microsoft Excel, SQL, Tableau (Python experience is a plus)
• Quick learner with the drive to learn as much as possible about the asset management business
• Strong organizational and time management skills and attention to detail
• Ability to multi-task and work in a challenging fast paced environment
• Excellent written and verbal communication skills and a sense of humor
• Maturity, professionalism, and a high level of discretion are required

Responsibilities

• Assume responsibility for updating and distributing various monthly revenue reports and analyses used by groups throughout the firm
• Assume responsibility for automating reports using SQL, Tableau, AI tools, and Python
• Help produce portfolio manager reporting by various attributes including AUM & Revenue
• Use technology to create efficiencies across FP&A
• Respond to ad hoc projects and requests from various groups

Skills

Excel

SQL

Tableau

Python

Tools

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 Co-op will focus on responsibilities within the Financial Operations and Analysis group which focuses on providing revenue reporting and analyses to senior management across the firm.

Responsibilities include summarizing and analyzing asset & revenue trends by Product, Client, Investment Style, Team, Portfolio Manager, etc.

These responsibilities involve maintaining and updating relational databases and using spreadsheets to create models, analyze the data, and design ways to present it efficiently.

The Co-op will assist in providing supplemental reporting to various departments including the Client Group, Global Accounting, Financial Planning, Product Management, Investment Research, and Portfolio Management.

The Co-op will be involved in various ad hoc projects and analyses that will be leveraged by senior management.

Responsibilities

• Assume responsibility for updating and distributing various monthly revenue reports and analyses used by groups throughout the firm
• Assume responsibility for automating reports using SQL, Tableau, AI tools, and Python
• Help produce portfolio manager reporting by various attributes including AUM & Revenue
• Use technology to create efficiencies across FP&A
• Respond to ad hoc projects and requests from various groups

Qualifications

• Proficiencies in Microsoft Excel, SQL, Tableau (Python experience is a plus)
• Quick learner with the drive to learn as much as possible about the asset management business
• Strong organizational and time management skills and attention to detail
• Ability to multi-task and work in a challenging fast paced environment
• Excellent written and verbal communication skills and a sense of humor
• Maturity, professionalism, and a high level of discretion are required

Only Northeastern University students are eligible for this program.

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/January 2027.

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

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
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Equal Opportunity

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].

Work Environment

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.

Background

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/