Corporate Access & Research Services Co-op

## THE COMPANY Tracing our roots to 1928, Wellington Management Company, LLP (WMC) is one of the world’s largest independent investment management firms. With over $1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. ## THE POSITION The Corporate Access and Research Services (CARS) team is responsible for ongoing support of external research, corporate access, and expert networks. The team specifically manages our relationships and engagement with external research providers, expert networks and corporate Investor Relations (IR) teams. Supported by guidance from the team, the co-op will contribute to delivering high-impact, data-driven solutions for internal investors, corporates, and clients. ## RESPONSIBILITIES The CARS co-op will support strategic decision-making by analyzing research services and corporate access data, managing ad-hoc requests, and collaborating across teams to optimize workflows and enhance data integrity. Specific responsibilities will include: - Provide analysis of research services and corporate access consumption data to uncover trends and support strategic decisions - Manage and complete ad-hoc requests related to third-party research approvals, investor support, and entitlement processes, ensuring timely and accurate execution across multiple priorities - Assist in the centralization and coordination of corporate access activity, including analysis of corporate events and collaboration with internal teams to resolve meeting data inconsistencies across systems - Assist with relationship management of research providers and our biannual broker vote including analyzing provider engagement and consumption data to generate insights shared internally and with external partners - Access and analyze data from across the firm using tools such as Excel and Python to support ad-hoc projects, improve systems, and deliver insights that enhance team workflows and business processes - Collaborate with internal teams to identify opportunities for optimization and resolve data inconsistencies - Actively contribute your own personal touch to the culture and norms of a diverse global team ## QUALIFICATIONS - Positive, proactive work ethic with a hands-on approach, a sense of humor, and a collaborative spirit - Demonstrated knowledge and/or experience with data visualization, analysis, and programming tools such as Power BI, Tableau, SQL, and Python - Familiarity with data infrastructure concepts including automation, APIs, data modeling, and data management, with a strong willingness to learn and apply these tools to support team goals - Strong attention to detail and a versatile skillset that bridges both business and technical needs, with the ability to adapt quickly to shifting priorities and connect day-to-day tasks to broader strategic goals - Excellent written and verbal communication skills, capable of translating complex data into clear, actionable insights for diverse audiences