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About the Role

Wellington Management is seeking a motivated self-starter to join their ANZ Institutional and Wealth team for a 6-month paid internship. This role offers broad exposure to the firm and the opportunity to build knowledge of the asset management industry, supporting business development, relationship management, and client servicing efforts.

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 with global colleagues.
• Partner with colleagues to support content-led engagement across the platform.
• Produce and update pitch books and other marketing material as needed.
• Conduct market research on clients and industry and 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)
• Quantitative analysis
• Analytical skills
• Problem-solving
• Communication skills (written and verbal)
• Strategic thinking
• Salesforce

Location

• Sydney

Work Type

• Full-time
• Hybrid

Experience Level

• Internship

Education Level

• Bachelor's degree

About the Company

• Wellington Management offers comprehensive investment management capabilities across global capital markets.
• Their investment solutions cater to institutional clients in over 50 countries.
• The firm fosters a collaborative culture that encourages independent thought and healthy debate.
• As a private partnership, their ownership structure promotes a long-term perspective aligned with client interests.
• Wellington Management is one of the world’s largest independent investment management firms, tracing its history to 1928.
• They serve as a trusted advisor to clients in over 60 countries.
• Their innovative investment solutions are built on proprietary, independent research and span equity, fixed income, multi-asset, and alternative strategies.
• They are committed to attracting a talented and diverse workforce and fostering an open, collaborative culture of inclusivity.
• They believe multiple perspectives lead to more informed investment and business decisions.

Equal Opportunity

• Wellington Management considers all qualified applicants will receive 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.
• As an Equal Opportunity Employer, they welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
• In support of their commitment to in-person interactions, employees work from their offices 4 days a week with flexibility to work remotely 1 day a week.