Jobs at Wellington Management

Lead Software Engineer role at Wellington Management. The posting provides compensation, benefits, workplace flexibility details, and equal opportunity information, but does not include specific responsibilities, technologies, or qualification requirements. Employees work from the office four days per week with one remote day.

Lead Software Engineer role at Wellington Management. The provided description includes company information, compensation, benefits, and a flexible work arrangement requiring employees to work from the office four days per week. Specific responsibilities, technologies, and qualification requirements are not included.

Ten-week, paid business internship supporting client, finance, global operations, legal and compliance, risk, or investment implementation teams. Interns conduct research, data analysis, process improvements, reporting, and strategic projects while collaborating across the firm. The program includes mentorship, professional development, networking, and presenting project results to senior leaders. The role is based at Wellington Management’s Boston headquarters with four office days and one remote day weekly.

Paid 10-week technology internship for undergraduate students at Wellington Management. Interns will collaborate on a team project to identify, design, build, test, and deliver software solutions addressing real business challenges. Responsibilities include software engineering, data analysis, requirements gathering, user feedback, iterative delivery, stakeholder collaboration, and presenting outcomes to senior leaders. The program is based in Boston with four in-office days weekly and one remote day.

Develop quantitative valuation and risk models for fixed income, agency MBS, and structured products. Conduct research on security valuation and risk premia, apply mortgage and derivatives modeling techniques, and support portfolio construction and investment decisions. Partner with investors, risk professionals, product managers, and technology teams to implement scalable production analytics. Serve as a subject-matter expert on risk-neutral valuation and lead independent quantitative research initiatives.

Leads equity product business and marketing strategy, represents investment teams with clients and consultants, develops products and solutions, and oversees portfolio investment and risk integrity. The role creates marketing materials and investment guidelines, explains portfolio strategies, identifies business and operational risks, supports product development, vets opportunities, and resolves internal business issues. Requires strong equity investment expertise, quantitative analysis, communication, commercial judgment, and leadership.

Leads the U.S. Wealth investor services function supporting advisors, investors, and intermediary partners. Owns the end-to-end investor lifecycle, including onboarding, AML/KYC, subscriptions, redemptions, transfers, account maintenance, and reporting. Builds scalable servicing models, SLAs, escalation processes, and KPI frameworks while improving workflows through technology and automation. Manages teams, cross-functional initiatives, platform relationships, operational efficiency, compliance, and service quality across alternative investment products.

Lead and grow institutional client relationships in Canada by understanding clients investment and servicing needs, conducting portfolio reviews, supporting onboarding, coordinating internal resources, driving retention and cross-sell efforts, and representing Wellington at meetings and conferences.

Supports the Investment Platform Business Intelligence team through data analysis, dashboard and visualization development, reporting enhancement, process automation, data validation, and management reporting. The co-op will coordinate meeting materials, capture follow-ups, translate business requirements into analytical solutions, and collaborate with global investment and business stakeholders. The role requires strong communication, writing, Excel, analytical, and problem-solving skills, with exposure to investment management and modern data tools.

Supports the Legal, Compliance, and Risk organization through management reporting, project coordination, budgeting, resource and headcount tracking, Workday data maintenance, business continuity planning, vendor management, and organizational initiatives. The co-op also assists with strategic priorities, diversity and inclusion programs, communications, SharePoint and Teams administration, and process improvements across the firm.

Supports enterprise sourcing, supplier onboarding, accounts payable, travel, and sustainability activities. Maintains trackers, prepares project updates, coordinates with internal stakeholders and suppliers, analyzes data in Excel, and assists with purchase orders, invoices, subscriptions, contracts, RFPs, supplier bids, emerging technologies, and workflow automation. The role also supports process improvement and cross-functional projects across Finance and Administration.

Supports Global Tax Services by preparing and reviewing federal, state, and local tax returns; responding to tax authority inquiries; researching tax laws and investment topics; coordinating with finance and business teams; and managing workflow, data, and related projects. The role develops analytical, data-centric, communication, organizational, and tax research skills through a six-month co-op.

Supports Corporate Treasury operations through cash account reconciliation, cash activity forecasting, global cash positioning, treasury file maintenance, inquiry resolution, check deposits, recurring cash position reporting, bank calls, and ad hoc projects. The role provides exposure to foreign exchange hedging, investing, and bank account management while assisting with daily, weekly, and monthly cash management activities.

The Solutions Co-op supports investment research, macro analysis, portfolio analysis and implementation, risk measurement, reporting, and business management activities. The role provides exposure to multi-asset investing, tactical asset allocation, liability-driven investing, operational risk, and portfolio monitoring. Candidates must demonstrate quantitative and analytical ability, communication skills, attention to detail, technical proficiency, and interest in financial markets. Prior co-op experience is required, and eligibility is limited to Northeastern University students.

Supports trade operations by maintaining accurate global and domestic settlement instructions in the ALERT platform. Coordinates workflows among internal teams, custodians, brokers, Omgeo, DTCC, and client operations groups. Responsibilities include service-provider relationship management, settlement instruction reviews, physical mail review, onboarding coordination, ad hoc projects, and training incoming co-op students. The role provides exposure to international trading, settlement practices, and financial-market operations.

Supports Wellington Management’s Legal, Compliance, and Risk teams with Code of Ethics administration, broker account lifecycle processes, regulatory and legal research, document review, database management, reporting, gap analysis, record retention, and signature coordination. The role also develops data visualizations, improves compliance workflows, maintains procedures, and collaborates with global compliance, risk, audit, trading, operations, and investment administration teams.

The Investment Strategy Technology Co-op writes code and unit tests for features and bug fixes, collaborates with business and technology stakeholders, resolves project questions, and documents decisions, analysis, implementation, and support. The role includes cross-training across functions and provides exposure to financial technology and investment management. Candidates must manage multiple priorities, communicate effectively, solve problems analytically, and work collaboratively.

Supports investment risk teams through portfolio risk analysis, financial data analysis, risk oversight, stress testing, scenario analysis, and performance attribution. Builds dashboards and analytical tools using Python, Excel, Tableau, and related technologies; automates reporting workflows; monitors data quality; and prototypes AI-enabled risk-management tools. The role also involves researching markets, interpreting model outputs, communicating findings, and collaborating with Risk, Analytics, Research, and Technology teams.

Supports post-trade FX operations by monitoring CLS activity, ensuring timely trade matching and cash payments, and resolving settlement discrepancies with brokers, traders, sales assistants, and custodian banks. Performs process reviews, physical mail review, and ad hoc projects. The co-op gains experience in global financial markets and trade settlement applications.

Supports global benefits administration for approximately 3,000 employees, including plan audits, data validation, reporting, vendor invoicing, open enrollment, reimbursements, committee materials, employee inquiries, and ad hoc projects. The role provides exposure to global benefit plans, Workday, Excel, and HR operations while requiring confidentiality, discretion, analytical ability, flexibility, attention to detail, and effective communication.