About the role#
The Client Group at Wellington Management focuses on growing and maintaining relationships with institutional investors globally. As a co-op on the Financial Reserves Management (FRM) team, you will gain hands-on experience in relationship management and business development. You will support a team that oversees approximately $190 billion in assets, working alongside investment professionals to understand portfolio positioning and client needs. This role requires a professional who can handle multiple deadlines and work effectively across various internal departments.
What you'll do#
- Prepare presentation materials, briefing documents, and research for client and prospect meetings.
- Collaborate with relationship, product, portfolio management, legal, compliance, and operations teams.
- Assist senior leadership with strategic projects to improve team initiatives, goals, and reporting.
- Conduct independent project work, including industry investment trends, client analysis, competitor research, and fundraising target lists.
- Participate in client portfolio review meetings.
- Pitch in during peak periods to support team objectives.
What you'll need#
- Current enrollment as a student at Northeastern University.
- Prior co-op experience in a professional environment.
- Pursuing a degree in Finance, Business Administration, or Economics.
- High proficiency in Microsoft Word, Excel, and PowerPoint.
- Strong organizational, time management, and project management skills.
- Ability to learn quickly, multi-task, and maintain high attention to detail.
- Excellent communication skills and professional judgment.
- A positive, collegial attitude and a sense of humor.
- Genuine interest in the markets or the investment management industry.
Location & details#
- Location: Boston, Massachusetts.
- Term: Winter 2027.
- Modality: On-site and hybrid (4 days in office, 1 day remote).
- Employment: Full-time, paid position.
About Wellington Management
Wellington Management is an independent investment firm founded in 1933. Based in Boston, the company manages over one trillion dollars in assets for clients such as pensions, endowments, and insurers. It employs more than 3,600 people across global offices. The firm offers investment capabilities across equity, fixed income, and private markets.
How to get in at Wellington Management
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