Financial Operations & Analysis Co Op

Wellington Management is an investment management firm offering investment solutions across global capital markets. The Financial Operations & Analysis Co-op will support revenue reporting and analysis, maintain databases, build data models, automate reports, and provide supplemental reporting and ad hoc analyses for senior management and various departments.

What you'll do:

• Assume responsibility for updating and distributing various monthly revenue reports and analyses used by groups throughout the firm
• Assume responsibility for automating reports using SQL, Tableau, AI tools, and Python
• Help produce portfolio manager reporting by various attributes including AUM & Revenue
• Use technology to create efficiencies across FP&A
• Respond to ad hoc projects and requests from various groups

What they're looking for:

• Quick learner with the drive to learn as much as possible about the asset management business
• Strong organizational and time management skills and attention to detail
• Ability to multi-task and work in a challenging fast paced environment
• Excellent written and verbal communication skills and a sense of humor
• Maturity, professionalism, and a high level of discretion are required
• Only Northeastern University students are eligible for this program
• Proficiencies in Microsoft Excel, SQL, Tableau (Python experience is a plus)

Benefits:

• All employees are eligible to receive variable compensation and benefits.
• A discretionary Corporate Bonus and/or Incentives, if eligible.
• Retirement plan.
• Health and wellbeing coverage.
• Dental coverage.
• Vision coverage.
• Pharmacy coverage.
• Health savings account.
• Flexible spending accounts.
• Commuter program.