FRM Client Group Co-op — Hybrid (Remote 1 Day/Week)

Wellington Management Company

Boston (MA)

Hybrid

USD 26,000 - 48,000

Full time

8 days ago

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Benefits offered by this job

Hybrid work arrangement

Job summary

Wellington Management Company invites a co-op student to join the Financial Reserves Management (FRM) team, gaining hands-on experience in client relationship management, reporting, and data analysis. You will support prospect and client materials, participate in strategic projects, and collaborate with investment professionals to understand fixed income and private markets.

This role offers exposure to portfolio positioning, investment performance discussions, and cross-functional work with

Qualifications

Strong communication skills, ability to learn quickly, and multi-task in a deadline-driven team environment.
Written and analytical work能力 with attention to detail is required.
Excellent collaboration, time management, project management, and organizational skills.
Interest in markets and investment management industry with a professional demeanor.

Responsibilities

Support in preparing presentation materials, briefing materials, research, and other collateral for client/prospect meetings.
Collaborate with relationship team, product management, portfolio management, and compliance on client deliverables.
Assist with strategic projects to streamline team initiatives and reporting.
Pitch in during peak periods and work independently on project tasks.
Analyze industry trends, develop client/competitor analyses, and contribute to fundraising target lists.