Hybrid Investment Reference Data Analyst

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

Job summary

Wellington Management Company, LLP, Boston-based investment firm, seeks a Reference Data Co-op within Global Operations. You will ensure accuracy, completeness, and timeliness of reference data supporting investments, infrastructure, and client platforms.

The role involves partnering with internal stakeholders and data vendors to drive data quality and scalable processes across the investment lifecycle. The position emphasizes curiosity, collaboration, and hands-on learning across investment and

Qualifications

• Strong academic credentials and interest in investment management, financial markets, and data-driven operations.
• Coursework in finance, economics, business management, data science, mathematics, computer science, or related field is preferred.
• Demonstrated analytical skills, attention to detail, intellectual curiosity, and ability to manage competing priorities in a fast-paced environment.
• Proficiency with Microsoft Excel is required; exposure to SQL, Bloomberg, or Python is a plus.
• Excellent communication and collaborative skills; proactive problem solving and learning.

Responsibilities

• Support investment teams with security set-up and maintenance across equities, fixed income and derivatives.
• Coordinate with custodian banks to obtain and update cash rates.
• Liaise with Trading, underwriters, market data vendors, and government sources to obtain required documentation on bond issuances.
• Analyze security documentation, including prospectuses and offering documents, to assess portfolio eligibility.
• Leverage market data vendors and rating agencies to analyze and validate data changes.
• Provide timely, accurate, and thorough support for routine and complex inquiries.
• Assist in developing controls to strengthen daily operational processes.
• Support special projects as directed by management.

Skills

Analytical skills

Attention to detail

Intellectual curiosity

Prioritization

Education

Finance, Economics, or related coursework

Tools

Microsoft Excel

SQL

Bloomberg

Python

Job description

Wellington Management Company, LLP, Boston-based investment firm, seeks a Reference Data Co-op within Global Operations. You will ensure accuracy, completeness, and timeliness of reference data supporting investments, infrastructure, and client platforms.

The role involves partnering with internal stakeholders and data vendors to drive data quality and scalable processes across the investment lifecycle. The position emphasizes curiosity, collaboration, and hands-on learning across investment and