Hybrid Portfolio Reference Data Analyst 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

Commuter program

Paid time off

Job summary

Wellington Management in Boston, MA invites a Portfolio Reference Data Analyst Co-op to join our Global Operations Reference Data team. You will assist daily data operations across equities, fixed income, and derivatives, ensuring data accuracy and timeliness for investment workflows.

This role suits curious, collaborative Northeastern University students pursuing finance, economics, data science, computer science, or related fields.

Qualifications

• Strong academic credentials with interest in investment management and data-driven operations.
• Proficiency with Microsoft Excel is required; exposure to SQL, Bloomberg, or Python is a plus.

Responsibilities

• Support daily reference data operations across equities, fixed income and derivatives.
• Coordinate with internal teams and vendors to ensure data accuracy and timeliness.
• Assist in developing controls to strengthen data quality and processes.
• Contribute to special projects as directed by management.

Skills

Analytical skills

Attention to detail

Collaboration

Microsoft Excel

SQL

Bloomberg

Python

Tools

Excel

SQL

Bloomberg

Python

Job description

Wellington Management in Boston, MA invites a Portfolio Reference Data Analyst Co-op to join our Global Operations Reference Data team. You will assist daily data operations across equities, fixed income, and derivatives, ensuring data accuracy and timeliness for investment workflows.

This role suits curious, collaborative Northeastern University students pursuing finance, economics, data science, computer science, or related fields.