Client Group Internship Program null

The position

We are seeking a candidate to join our Australia Client Group team for a 6-month, full-time paid internship in our Sydney office. In this role, you will collaborate with colleagues across the Client Group to help support the business development, relationship management, and client servicing efforts of the firm. This position will provide broad exposure to Wellington Management, and the opportunity to build knowledge of the intricacies of the asset management industry. 

The Client Group is 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.  

To Apply, please submit the (3) following documents

• CV
• Statement of Interest (Why you are interested in Wellington, something about you not in your CV)
• Unofficial transcript

Responsibilities

We anticipate much of the work to be project-based, including (but not limited to) the following:

Client Service and Reporting

• 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)

Sales and Relationship Management

• Partner with colleagues to support marketing and content led engagement on our Alternative investment platform
• Conduct market research on our clients and 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)

Investment Content Learning

• 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

Qualifications                                   

The candidate should possess the following qualifications:

• 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
• Have the ability to work independently, in a fast-paced and team-oriented environment where priorities change frequently
• Have the ability to be a strategic thinker, self-starter, 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

The position is based in our Sydney office, with regular business hours from Monday to Friday. This internship will run from July 2024 to December 2024 and 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.