InvesTech APAC Intern null

The candidate will support different teams within Investment Services & Technology (InvesTech) Group in Sydney.  Within InvesTech, we have Data Operations & Technology, Client Investment Services, Infrastructure Design and Solutions, Fund & Client Operations, and Investment Implementation Services.  Here, you will develop the foundation to become successful in a career in financial operations and technology, working as a Data Operations and Technology Intern in the InvesTech APAC group. You will receive training and skill building opportunities to develop expertise in the processes and technology that drive asset management, portfolio analysis, funds, client and investor engagement.

We will encourage the individual to be curious, ask questions and suggest improvements to any existing processes.  By the end of the assignment, this individual is expected to have a good understanding of the role and how Investment Services & Technology supports the investment process regionally and within the firm.

InvesTech APAC Intern, the role represents an opportunity to be a part of the Infrastructure Platform. The Intern will play a critical role in assisting experienced investment services & technology analysts, managers and team leads in creating tools and ideas which will improve the decision-making process, operations function and what is required to be effective in the Asset Management field.

Some of the areas that the intern may involve but not exhaustive.

• Securities pricing
• Security Setup Analysis
• Corporate Action Processing
• Trade Settlements
• Cash Flow Processing
• Reconciliation oversight
• Portfolio Accounting analysis and exception management
• Assist to build and maintain relationships with external service providers (custodian banks, brokers, and other third-party vendors)
• Provide operational support for the local investment and relationship teams in the APAC region

The position is based in our Sydney office, with regular business hours from Monday to Friday.

This internship will run for a period of 6 months from June 2023 with an option to extend for a further 6 months.  The successful candidate can either apply for a leave of absence from university if applicable or amend their studies to be part time. Candidates must have work visa eligibility for the duration of the internship.

Responsibilities 

Responsibilities may include but are not limited to the following:

• Assist and cover routine tasks (daily and monthly)
• Work on projects to review the process and formulate practical suggestions at the end of the internship
• Assist in researching operational system functionality issues/challenges in support of the investment process
• Enhance, gather and report key business metrics within InvesTech
• Specialize on one instrument (e.g. swaps, options, etc.) and present findings at the end of the internship
• Review internal documentation and formulate potential edits and suggestions
• Create one tool/idea which will improve the decision-making process

Qualifications

The candidate should possess the following qualifications:

• Studying towards a Bachelor’s degree
• Have a consistent track record of academic and extra-curricular achievement
• Have the ability to be a strategic thinker, self-starter and the willingness to learn from and collaborate with colleagues
• Have the ability to work independently, in a fast-paced and team-oriented environment where priorities change frequently
• Have strong system skills, in particular familiarity and versatility in Microsoft Office (Outlook, Excel, Word, PowerPoint).      Familiarity with Bloomberg is a plus.
• Some coding skills preferred (VBA, Python, SQL)

Application Process

Qualified candidates should submit all 3 documents below

• CV
• Statement of interest, 1 page, indicating why you are interested in this role at Wellington 
• Unofficial transcript of grades

All documents should be submitted at one time in PDF format titled with your Last and First name. When you attach your resume, you can also attach your statement of interest and transcript. You cannot change or update your application after you submit it.