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Support business development, relationship management, and client servicing efforts for the ANZ Institutional and Wealth team. Responsibilities include maintaining client databases in Salesforce, producing marketing materials, and conducting market research.
Candidates should be studying towards a Bachelor's degree, preferably in Business, Economics, or Finance, and possess strong analytical and communication skills. Must have valid working rights in Australia and a passion for investment management.
WELLINGTON MANAGEMENT
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 50 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.
The Institutional and Wealth teams are 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.
We are seeking a motivated self-starter to join our ANZ Institutional and Wealth team for a 6-month paid internship. This is a full-time position, however flexibility for part-time arrangement can be considered. In this role, you will collaborate with colleagues across the Institutional and Wealth team to help support the business development, relationship management, and client servicing efforts of the firm. This position will provide broad exposure to Wellington Management, and the opportunity to build knowledge of the asset management industry.
We anticipate work to be dynamic, and responsibilities will include(but not limited to) the following:
Work with the broader relationship management team on any new client reporting requirements
Assist with query management and day-to-day servicing of client and internal queries, including custodian queries on operational issues
Build and maintain relationships with external service providers (custodian banks, brokers, and other third-party vendors)
Maintaining internal client databases and tracking internal business metrics
Entering and monitoring client activities in Salesforce
Support Salesforce campaigns, including managing distribution lists and assisting in crafting correspondence with global colleagues
Partner with colleagues to support content led engagement across the platform
Producing and updating pitch books and other marketing material as needed
Conduct market research on our clients and industry and regulatory developments
Support and build out infrastructure for ongoing prospect reporting (e.g. performance updates, white papers)
Responding to routine RFI requests
Assist in the planning and execution of client onsites and associated briefing memo’s and logistics
Other tasks and projects assigned by the team
The candidate should possess the following 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 fast-paced and team-oriented environment where priorities can change frequently
Have the ability to be a strategic thinker, self-starter, 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 problem-solving skills with ability to synthesize information
Proficiency in Microsoft Office, specifically in Word, PowerPoint and Excel
Highly motivated self-starter with high intellectual curiosity
Demonstrated resourceful creative thinker and problem solver
The position is based in our Sydney office, with regular business hours from Monday to Friday. This internship will run from 1 June to December 2026. Candidates must have working rights in Australia.
Application Process
Please submit the following three (3) documents together. Ideally in one document.
Statement of Interest (Why you are interested in Wellington and something about you that is not in your CV)
Unofficial transcript
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected].
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Trusted adviser to investors worldwide
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
Offices: 280 Congress Street, Boston, Massachusetts 02210, US · 80 Victoria Street, London, SW1E 5JL UK, GB · Level 30, 180 George Street, Sydney, NSW 2000, AU · 17F, Two International Finance Centre, 8 Finance Street, Hong Kong, Hong Kong, HK · Palace Building 7F, 1-1-1 Marunouchi, Chiyoda-ku, Tokyo, 100-0005, JP
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