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About the Role
This 12-month paid internship offers a unique opportunity to gain hands-on experience in the asset management industry while working closely with a collaborative and supportive team. You will collaborate with colleagues across the Institutional and Wealth team to support business development, relationship management, and client servicing efforts, gaining broad exposure to Wellington Management and the asset management industry.
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 frequently changing priorities.
- Ability to be a strategic thinker, self-starter, with humility and a willingness to learn from and collaborate with colleagues.
- Highest ethical standards and integrity.
- Working rights in Australia.
Skills
- Strong written and verbal communication skills.
- 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.
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 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 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
- As a private partnership, our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
- The Institutional and Wealth teams are responsible for strengthening and growing our prospect, client, and consultant relationships around the world.
- Wellington Management serves a diverse mix of clients located in over 50 countries.
- Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors — both defined benefit and defined contribution — and many other types of institutions.
Equal Opportunity
- As an equal opportunity employer, 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.
- If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.