Hybrid Financial Operations & Analytics 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

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.