Financial Operations & Analysis Co Op at Wellington Management in Boston, MA

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 THE COMPANY 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 The Co-op will focus on responsibilities within the Financial Operations and Analysis group which focuses on providing revenue reporting and analyses to senior management across the firm. Responsibilities include summarizing and analyzing asset & revenue trends by Product, Client, Investment Style, Team, Portfolio Manager, etc. These responsibilities involve maintaining and updating relational databases and using spreadsheets to create models, analyze the data, and design ways to present it efficiently. The Co-op will assist in providing supplemental reporting to various departments including the Client Group, Global Accounting, Financial Planning, Product Management, Investment Research, and Portfolio Management. The Co-op will be involved in various ad hoc projects and analyses that will be leveraged by senior management. RESPONSIBILITIES Assume responsibility for updating and distributing various monthly revenue reports and analyses used by groups throughout the firm Assume responsibility for automating reports using SQL, Tableau, AI tools, and Python Help produce portfolio manager reporting by various attributes including AUM & Revenue Use technology to create efficiencies across FP&A Respond to ad hoc projects and requests from various groups QUALIFICATIONS Proficiencies in Microsoft Excel, SQL, Tableau (Python experience is a plus) Quick learner with the drive to learn as much as possible about the asset management business Strong organizational and time management skills and attention to detail Ability to multi-task and work in a challenging fast paced environment Excellent written and verbal communication skills and a sense of humor Maturity, professionalism, and a high level of discretion are required 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. Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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 em