Intern

WELLINGTON MANAGEMENT

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, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Wellington Management invites Polytechnic undergraduates to apply for a Client Group internship opportunity with us!

We are looking to hire intern(s) with a passion for learning about the global capital markets. Those whom benefit most from our internship would require interest in the business of investment management, a desire to work in a team-based and collaborative environment, and an analytical/problem-solving orientation are required.

The Client Group intern will work closely with the business team on a portfolio of Wealth relationships. The intern will support in the core aspects of business development, relationship management, and client servicing, including:

• Prospecting support – coordinating aspects of the sales lifecycle, such as RFP coordination and pitch material coordination.

• Client/prospect meeting life cycle – coordination and preparation for meetings – materials, briefing notes, and follow ups.

• Support the team to respond to client/prospects inquiries on a wide range of topics (product, portfolio, market/investment content related, servicing, etc.).

• Build their internal network relationships and manage internal stakeholders for effective collaboration.

Responsibilities working with the Client Group teams include, but are not limited to:

• Entering and monitoring client activities in Salesforce

• Producing and updating pitch books and other marketing material

• Execute and project-manage marketing initiatives and jobs (fund marketing collaterals, videos and other content deliverables and social media programs etc) 

• Supporting external client seminars and other events (logistics, materials, facilitation and analytics, etc.)

• Maintaining internal client databases and tracking internal business metrics

• Responding to routine RFI requests

• Preparing client reports, marketing materials

• Supporting the RM/RA in handling routine client queries on operational issues

• Other tasks and projects as assigned by the team 

The successful candidate should be organized and have strong attention to details; strong multi-tasking and time management skills; able to deliver at a high capacity to improve productivity and efficiency; is a self-starter and able to work independently; mature and strong professionalism.

Candidates should possess a demonstrable track record of achievement, capacity for differentiated thinking, strong work ethic, and the willingness to work with others. Strong communication skills are highly advantageous.

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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 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.

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.