• Job Description

  Req#: R89853

  About Us

  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 60 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.

  We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

  About the Role

  The Position

  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 desired skills that the intern may require but not exhaustive:

  • General understanding of investment and client data.

  • Basic business analysis or systems analysis experience in the financial services sector.

  • Critical thinking and ability to problem solve.

  • Strong communication skills.

  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 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:

  • Working with stakeholders to turn challenges and ideas into solutions.

  • Proactively identify issues and opportunities for improved methods and approaches to support processes

  • Answering functional and technical questions from business partners and colleagues.

  • Identifying production incidents, determining root cause, appropriate corrective actions, and follow-up.

  • Work with Technologists to capture, socialize, and implement new system designs and enhancements.

  • Communicate with and sharing information with other support analysts within the team.

  • Assist and cover routine tasks (daily and monthly).

  Qualifications

  The candidate should possess the following qualifications:

  • Studying towards a Bachelor’s degree, applicants should be in their penultimate year of study.

  • Have a consistent track record of academic and extra-curricular achievements

  • 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 Salesforce is a plus.

  • Some coding skills preferred (VBA, Python, SQL)

  Application Process

  Qualified candidates should submit:

  • CV (stating their work authorization in Australia)

  • Statement of interest, 1 page, indicating why you are interested in this role at Wellington, and your availabilities for the 6 months’ internship

  • Unofficial transcript of grades

  Deadline to apply is: 29 December 2023

  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.

  Interview Process

  Candidates will be notified of their application status via email after the application deadline. If selected to continue, first round phone screens will be scheduled. Final round interviews will take place in January 2024 in our Sydney office (or virtually if candidate is not Sydney-based).

  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 ensures that all qualified applicants will receive equal 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 .

• About the company

  The firm serves as investment advisor to over 2,200 institutions in over 60 countries, as of 30 June 2020.

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