Treasury Operations 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 within Corporate Treasury is responsible for supporting daily cash reconciliation and forecasting activity, management reporting, and other ad hoc treasury projects as part of the firm’s internal cash management activities. The Co-op will work closely with all team members to provide assistance with the routine daily responsibilities and the weekly/monthly recurring activities related to cash management. Additionally, the Co-op will have exposure to many aspects of Corporate Treasury including foreign exchange hedging, investing, and bank account management. RESPONSIBILITIES To assist the Treasury team with operational functions which may include, but are not limited to: Reconcile cash accounts and project cash activity Assist with daily global cash positioning Maintain treasury operations files Assist in the resolution of inquiries and investigations Deposit various checks to bank, as needed Prepare the weekly/monthly cash position report Attend monthly bank calls Assist with special projects and ad hoc reporting QUALIFICATIONS The ideal candidate will be working towards obtaining an undergraduate degree in accounting or finance. Prior Co-op experience in the financial services industry is preferred. Key skills and attributes include: A strong work ethic and a willingness to learn Proven organization and attention to detail Ability to thrive in a fast-paced environment with strict deadlines Maturity due to confidential nature of responsibilities Adaptable to changing circumstances Proficient with Microsoft Excel including basic formula functions, pivot tables, and v-lookups. Confident working with Microsoft Word and PowerPoint. Excellent written and verbal communication skills 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. Only Northeastern University students are eligible for this program. 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 employer, Wellington Man