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About the Role

This 6-month paid internship offers broad exposure to Wellington Management and the asset management industry. You will collaborate with colleagues to support business development, relationship management, and client servicing efforts for the ANZ Institutional and Wealth team.

Responsibilities

• Work with the broader relationship management team on new client reporting requirements.
• Assist with query management and day-to-day servicing of client and internal queries, including custodian queries on operational issues.
• Build and maintain relationships with external service providers (custodian banks, brokers, and other third-party vendors).
• Maintain internal client databases and track internal business metrics.
• Enter and monitor client activities in Salesforce.
• Support Salesforce campaigns, including managing distribution lists and assisting in crafting correspondence.
• Partner with colleagues to support content-led engagement across the platform.
• Produce and update pitch books and other marketing material.
• Conduct market research on clients and industry/regulatory developments.
• Support and build out infrastructure for ongoing prospect reporting (e.g., performance updates, white papers).
• Respond to routine RFI requests.
• Assist in the planning and execution of client onsites and associated briefing memos and logistics.
• Perform other tasks and projects assigned by the team.

Requirements

• Studying towards a Bachelor’s degree (focus in Business, Economics, Finance or related field preferred, but not required as all degrees will be considered).
• Demonstrated accomplishments in academics, community service, and/or extracurricular activities.
• Passion for investment management and markets.
• Ability to work independently in a fast-paced, team-oriented environment with changing priorities.
• Ability to be a strategic thinker, self-starter, with humility and willingness to learn and collaborate.
• Strong written and verbal communication skills.
• Highest ethical standards and integrity.
• Sharp quantitative, analytical, and problem-solving skills with ability to synthesize information.
• Proficiency in Microsoft Office, specifically in Word, PowerPoint, and Excel.
• Highly motivated self-starter with high intellectual curiosity.
• Demonstrated resourceful creative thinker and problem solver.
• Must have working rights in Australia.

Skills

• Microsoft Office (Word, PowerPoint, Excel)
• Salesforce
• Quantitative analysis
• Analytical skills
• Problem-solving
• Market research
• Relationship management
• Client servicing
• Communication (written and verbal)

Location

• Sydney

Work Type

• Full-time (flexibility for part-time considered)
• Hybrid (4 days in office, 1 day remote)

Experience Level

• Internship

Education Level

• Bachelor's degree (in progress)

About the Company

• Wellington Management offers comprehensive investment management capabilities across global capital markets.
• We provide tailored investment solutions to institutional clients in over 60 countries.
• Our approach is built on proprietary research and a collaborative culture.
• As a private partnership, we foster a long-term perspective aligned with client interests.
• We are one of the world's largest independent investment management firms, tracing our history to 1928.
• Our innovative solutions span equity, fixed income, multi-asset, and alternative strategies.
• We are committed to attracting a talented and diverse workforce and fostering an inclusive culture.
• We believe multiple perspectives lead to better investment and business decisions.

Equal Opportunity

• 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.
• We welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.