Wellington Trust Business Co Op

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

Benefits offered by this job

Hybrid work week

Benefits package

CFA reimbursement

Tuition reimbursement

Job summary

Wellington Management is seeking a Northeastern University co-op student to participate in a comprehensive exposure across investment management, client service, and operations. You will engage with multiple functions, including legal, compliance, and information systems, supporting reporting and project work.

As part of the Wellington Trust team, you will gain hands-on experience in fund development, reporting, and cross-functional collaboration while learning the nuances of an independent

Qualifications

• Excellent academic record, including relevant coursework in finance, economics, and/or management.
• Strong communication skills and the ability to work independently and as a member of a multi-disciplinary team.
• Comfortable working in a deadline driven role, while achieving results with precision and efficiency.
• Comfortable working in a fast-paced organization with high professional standards.
• Prior work in a financial or other client-oriented team is preferred.

Responsibilities

• Completing analytical projects related to the business, regulatory and investment oversight of our funds
• Conducting financial and business analyses for the Board of Directors and other oversight committees
• Interacting with and building relationships across all functions and levels of the organization
• Supporting certain routine fund investor requests with reporting
• Assisting with systems-related initiatives, including quality-assurance reviews and development of requirements for new management reporting tools
• Leading ongoing ad hoc business-, product-, and finance-oriented projects

Skills

Communication skills

Independent work

Deadline driven

Fast-paced environment

Team collaboration

Education

Northeastern University student

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About The Role

Tracing our roots to 1928, Wellington Management Company, LLP (WMC) is one of the world’s largest independent investment management firms. With over $1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

The Position

WMC is a fully-integrated global organization comprised of various fund sponsor operating affiliates. Wellington Trust Company, NA, a federally chartered bank, offers complete investment management and asset allocation services for pension, endowment, foundation, and certain other qualified investors within the United States through bank-maintained funds. Wellington Management Funds Canada Trust offers trust funds to appropriately qualified institutional investors.

As a member of the Wellington Trust team, the Co-op is an integral part of our business, administrative, and fund development efforts. The Co-op will have extensive exposure to all aspects of the investment management industry, including investment products and marketing, client service, legal and compliance, investment administration, tax services, and information systems.

Responsibilities

• Completing analytical projects related to the business, regulatory and investment oversight of our funds
• Conducting financial and business analyses for the Board of Directors and other oversight committees
• Interacting with and building relationships across all functions and levels of the organization
• Supporting certain routine fund investor requests with reporting
• Assisting with systems-related initiatives, including quality-assurance reviews and development of requirements for new management reporting tools
• Leading ongoing ad hoc business-, product-, and finance-oriented projects

Qualifications

• Excellent academic record, including relevant coursework in finance, economics, and/or management
• Strong communication skills and the ability to work independently and as a member of a multi-disciplinary team
• Comfortable working in a deadline driven role, while achieving results with precision and efficiency
• Comfortable working in a fast-paced organization with high professional standards
• Prior work in a financial or other client-oriented team is preferred

Only Northeastern University students are eligible for this program.

Please note: This co-op position entails cross-training to ensure optimal performance across functions. The anticipated start date for accepted candidates is December 2026/January 2027.

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

$19-$35 per hour

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.