Intern APAC at Wellington Management

Sydney, New South Wales, Australia

Wellington Management Logo
Not SpecifiedCompensation
InternshipExperience Level
InternshipJob Type
UnknownVisa
Asset Management, Investment Management, FinanceIndustries

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 and team-oriented environment where priorities change frequently
  • Ability to be a strategic thinker, self-starter, with humility and the willingness to learn from and collaborate with colleagues
  • 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
  • Working rights in Australia
  • Ability to commit to full-time hours (Monday to Friday, regular business hours) in Sydney office for 6 months (e.g., via leave of absence from university or part-time studies)

Responsibilities

  • Work with the Client Service team on client reporting requirements
  • Assist with query management and day-to-day servicing of queries
  • Build and maintain relationships with external service providers (custodian banks, brokers, and other third-party vendors)
  • Partner with colleagues to support marketing and content-led engagement on the Alternative investment platform
  • Conduct market research on clients, industry, and regulatory developments
  • Support Salesforce campaigns, including managing distribution lists and assisting in crafting correspondence with global Client Group colleagues
  • Support and build out infrastructure for ongoing prospect reporting (e.g., performance updates, white papers)
  • Organize and implement routine knowledge sharing sessions for the office with internal subject matter experts focused on markets and investment strategies
  • Participate in investor-led content meetings and serve as an office representative to relay information broadly

Skills

Client Service
Client Reporting
Query Management
Relationship Management
Business Development
Sales Support
Marketing

Wellington Management

Global investment management for institutional clients

About Wellington Management

Wellington Management provides a variety of investment management services, including equity, fixed income, multi-asset, and alternative investments. The firm focuses on managing assets for institutional clients like pension funds and insurance companies, as well as individual investors. Their investment strategies are tailored to meet the specific needs of their clients, utilizing extensive market insights and research capabilities. Unlike many competitors, Wellington Management integrates environmental, social, and governance (ESG) factors into their investment processes, promoting sustainable investing. The firm aims to create a diverse and inclusive workplace while delivering strong investment performance for their clients.

Boston, MassachusettsHeadquarters
1933Year Founded
$44,106.5MTotal Funding
N/ACompany Stage
Social Impact, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Comprehensive health coverage
Work-life balance
Financial future
Development

Risks

Increased competition in AI-powered sortation technology could impact Wellington's investments.
Potential regulatory challenges in genetic medicine may affect portfolio companies like nChroma Bio.
Volatility in the biopharmaceutical market could impact investments like Metsera.

Differentiation

Wellington Management integrates ESG factors into investment processes, aligning with sustainable investing trends.
The firm offers diverse investment solutions, including equity, fixed income, and alternative investments.
Wellington leverages deep research capabilities to deliver tailored investment strategies for clients.

Upsides

Increased interest in AI solutions offers expansion opportunities in AI-driven sustainability initiatives.
Growing trend in genetic medicine allows portfolio diversification in the biotech sector.
Rising interest in biotechnological innovations aligns with focus on alternative investments.

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