Hybrid Reference Data Analyst: Investment Ops

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

Benefits offered by this job

Flexible work schedule

Office 4 days/week with 1 remote day

Comprehensive benefits package

Job summary

Wellington Management seeks a co‑op in Reference Data within Global Operations to ensure data accuracy and timeliness across investment processes. You will partner with internal teams and data vendors to maintain trusted data for portfolios and client platforms.

The role emphasizes analytical rigor, collaboration, and a proactive problem-solving mindset, with cross-training across functions and a start window of December 2026/January 2027.

Qualifications

• Strong academic credentials and an 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.
• Proficiency with Microsoft Excel is required; exposure to SQL, Bloomberg, or Python is a plus.

Responsibilities

• Support investment teams with security setup 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

Excel

SQL

Bloomberg

Python

Education

Coursework in finance/economics/data science

Tools

SQL

Bloomberg

Python

Job description

Wellington Management seeks a co‑op in Reference Data within Global Operations to ensure data accuracy and timeliness across investment processes. You will partner with internal teams and data vendors to maintain trusted data for portfolios and client platforms.

The role emphasizes analytical rigor, collaboration, and a proactive problem-solving mindset, with cross-training across functions and a start window of December 2026/January 2027.