Off-Cycle Internship for Corporate Engagement, Investment Group (6-12 months)
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About the role
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 60 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 Off-Cycle Internship is up to a year-long program designed to provide a strong entry point into the Investment Management industry. As an Off-Cycle Intern, you will gain hands-on exposure to the firm's operations while working closely with teams responsible for proxy voting and engagement reporting, as well as the development and execution of corporate access events across APAC. Your responsibilities will include supporting proxy voting processes, preparing engagement reports, and coordinating both on-site and off-site activities such as client meetings, site visits, conference calls, roadshows, investment conferences, and tailored field trips. You will collaborate with the Stewardship and Corporate Access teams on data analysis and the development of tracking tools, while also engaging directly with investors - helping to shape agendas, manage itineraries, and respond to company-related queries where appropriate.
Responsibilities
- Responsibilities may include, but are not limited to:
- Assist to centralize and coordinate all corporate access activity across APAC
- Work closely with global corporate access team, sell-side counterparts and third-party vendors to manage corporate access activity inclusive but not limited to research trips and meeting coordination.
- Problem solve and liaise with our research providers to create the best possible conference schedules for our investment professionals.
- Help develop and utilize technology to enhance management of the corporate access process.
- Work closely with global counterparts in other geographical locations to provide corporate access updates and opportunities.
- Engage with all investment professionals across APAC to gain understanding of their requirements.
- Provide analysis of corporate access consumption data globally and within APAC.
- Identify improvement opportunities under the current processes and procedures and provide the team with suggestions.
- Assist in running data analysis reports and building tools for tracking investment activities:
- Help prepare data analysis reports on Corporate Access by using Power BI and advanced AI tools
- Help build different tools to serve the team's business needs
Requirements
- Must be an undergraduate or master's degree student eligible for a year-long industrial placement starting in September 2026 with an interest in a career within investment management.
- Excellent data analysis skills (Excel, Power BI, Tableau) and coding skills (Python or C++)
- Familiar with different AI tools and be creative about user cases
- Exceptional written and verbal communication skills in English, with proficiency in one of the Asian languages (Mandarin Chinese or Japanese) preferred
- Previous administration and project management experience is an advantage.
- A self-starter who can think strategically and has a desire to learn.
- Strong service attitude and the ability to develop relationships with investment professionals to understand and empathize with their needs as investors.
- Highly motivated and proactive individual capable of working on their own initiative under fast paced and pressurized environment.
- High attention to detail and consistent follow-through; accuracy with all work is essential.
- Ability to prioritize and multi-task as needed, being a team player with strong interpersonal skills.
- Strong skills in Excel, PowerPoint, and databases are an advantage.
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