Intern, Client Group, Apac

2 weeks ago

Sydney, New South Wales, Australia Wellington Management Company Full time
Intern, Client Group, APAC

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.

About the Role

The Position
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.


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 thirdparty 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

  • Participate in investorled content meetings and serve as an office representative to relay information broadly

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 fastpaced and teamoriented environment where priorities change frequently
  • Have the ability to be a strategic thinker, selfstarter, 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 problemsolving skills with ability to synthesize information
  • Proficiency in Microsoft Office, specifically in Word, PowerPoint and Excel

Application Process
Please submit the following three (3) documents together. Ideally in one document.

  • CV
  • Statement of Interest (Why you are interested in Wellington and Something about you that is not in your CV)
  • Unofficial transcript
Job ID R90355

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