About the role#
The Reference Data team is part of Global Operations and handles data that supports the firm's investment and client platforms. You will join this team to ensure the accuracy and timeliness of data while gaining exposure to operational and investment processes. This is an opportunity to build expertise in a function that supports the investment lifecycle.
What you'll do#
- Support investment teams with security setup and maintenance for 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 secure documentation on bond issuances.
- Analyze security documentation, such as prospectuses, to assess portfolio eligibility.
- Use market data vendors and rating agencies, including Bloomberg and Markit, to validate data changes.
- Provide support for routine and complex inquiries.
- Assist in developing controls to strengthen daily operational processes.
- Support special projects as directed by management.
What you'll need#
- Must be a Northeastern University student.
- Academic background in Finance, Economics, Business Administration, Data Science, Mathematics, or Computer Science.
- Strong analytical skills and attention to detail.
- Ability to manage competing priorities.
- Proficiency with Microsoft Excel.
- Exposure to SQL, Bloomberg, or Python is preferred.
- Ability to communicate effectively and work collaboratively with global teams.
- A proactive approach to learning and problem solving.
- Prior experience in financial services, data analysis, operations, or research is helpful.
Location & details#
- Location: Boston, Massachusetts.
- Term: Winter 2027.
- Modality: Hybrid (4 days in office, 1 day remote).
- Employment: Full time, paid co-op.
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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