Program Overview

We are seeking enthusiastic self-starters to be part of the Undergraduate Summer Internship Program in our San Francisco office. The program is full-time (40 hours/week) that spans 10 weeks during the summer with a start date of June 3, 2025.

There are three primary components to the internship experience: (1) internship assignments, (2) firmwide knowledge series, and (3) mentorship and feedback:

1.  Assignments

The intern will be given day-to-day responsibilities as well as project work that help support the San Francisco office.

In addition to building an understanding of the different job functions within the office, there will also be opportunities to complete ad hoc projects to gain exposure to other areas of the firm. At the end of the summer, interns will present about their day-to-day responsibilities, summer projects and lessons learned to their peers, mentors, and senior leaders.

2. Firmwide Knowledge Series

Through a series of interactive lunch and learns, interns will learn from seasoned professionals about various departments and functions within the company, helping to expand interns' knowledge of the firm and potential career paths. These opportunities, among others, will allow interns to build their network and discover what makes the culture at Wellington so unique.

3.  Mentorship and feedback

Summer interns are paired one-on-one with a mentor who is dedicated to their learning and growth. Mentors will be recent hires, who are participating in one of our early career programs, many of whom were former interns themselves. Interns will interact and collaborate with other colleagues on a daily basis from various teams and departments. Interns will receive consistent formal and informal coaching, as well as feedback from their peers, mentors, and managers.

THE ROLE

Client Group – San Francisco Office

The internship within the Client Group's San Francisco Office affords a unique opportunity for those individuals who are passionate about and are seeking to embark on a career in investment management in a client-facing role. The Client Group provides high quality service and investment solutions to all of Wellington Management's clients, prospects, and consultants.

 The internship role will provide broad exposure to a variety of client channels, investment content, and global asset classes.

 The summer intern's responsibilities may include, but are not limited to:

• Analyzing potential opportunities for new business within a geographic region or channel

• Assisting with business analytics and competitive analysis

• Engaging with Wellington's evolving technologies and client-related applications

• Attending various internal cross functional meetings

• Collaborating with members of the Client Group to support external relationships with clients, prospects, and consultants

• Working on ad-hoc projects to support our overall client efforts

PROGRAM BENEFITS

• Full-time, paid internship lasting 10 weeks

• Housing stipend to help offset the costs of travel and room and board during the internship

• Relocation reimbursement for traveling to and from the internship location

• Hybrid work environment

• Technology provided to each intern, such as a laptop, for ease of connection and hybrid work

• Learning and development sessions

Qualifications

We seek all talented, hardworking undergraduate students with a broad range of backgrounds and experiences. The program is inclusive to all eligible undergraduate students, and focuses on students with strong academic performance, analytical skills, technical capabilities, problem-solving orientation, and clear communication skills. This talent comes from all backgrounds with the ability to collaborate across differences and distances.

Key Qualifications:

• Current undergraduate student working toward a bachelor's degree; we accept current sophomore and juniors, no seniors

• No previous finance experience is required, although coursework or relevant extra-curricular activities are a positive

• Participation in on-campus activities, leadership roles, and volunteer opportunities

• Excellent communication skills, both written and verbal

• Organized, detail-oriented, and ability to manage multiple, simultaneous tasks

• Self-starter who is resourceful and has a curiosity to learn

• Strong work ethic and interpersonal skills with the ability to collaborate in a team

• Entrepreneurial spirit

Application process

Application deadline: 11 October 2024 at 12:00PM PT

Materials

• Interested candidates should submit the following materials bundled together in PDF format in Workday where it says submit Resume/CV:

• Resume, 1 page max

• Unofficial transcript

All documents should be submitted together, in PDF format, titled with your Last and First name. You will submit at the beginning of the application where it says upload Resume/CV. Applications with missing documents or information missing from the required questions for the statement of interest will not be considered.

Please note you will not be able to change your application after you submit it. If you have questions or issues submitting materials, please email undergradrecruiting@wellington.com.

Interviews          

Qualified candidates will be notified about their candidacy on an on-going basis but mainly in the weeks after the application deadline. If chosen for the First Round, you will be scheduled for a phone interview with a campus recruiter. Then, Final Round interviews will take place virtually in November.

This position is not eligible for visa sponsorship.