Sustainable Investing Co-op

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 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. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject- matter expertise.

SUSTAINABLE INVESTMENT

As capital markets and client expectations evolve and change, we have seen increased interest internally and externally in sustainable investment practices and strategies and in Wellington’s internal sustainability efforts. In concert with these shifts, Wellington has launched a number of bottom up initiatives, including starting new investment strategies and working groups focused on climate assessment, environmental, social, and governance (“ESG”) integration, long termism, gender-lens investing, constructivism, and impact investments. We believe it is important to focus even more time and energy on this initiative across our investment, client, and infrastructure platforms. We believe, through these efforts, Wellington can grow its position as a premier partner for sustainable investments to clients worldwide.

The focus of Sustainable Investment is to research and incorporate into our investment decisions the impact of non-traditional financial issues, such as climate change, human rights and stakeholder management. As asset managers we invest in the world we live in. This means fully understanding and cultivating the long-term sustainability of a potential investment. In the long run, we believe that investments that foster a sustainable financial system will also be poised to benefit from it.

This role will be focused on supporting this initiative and will involve working closely with the Sustainable Investment Integrated Solutions team and Client Reporting Services team within InvesTech.

THE POSITION

The Sustainable Investing Co-op will gain exposure to many aspects of the client engagement process and SI regulatory initiatives. The role will partner closely with relationship teams, product management, L&C, and reporting teams to respond to client inquiries and support the design and implementation of commercial and regulatory driven sustainable investment product solutions.

The Co-op will be exposed to the following activities:

• The co-op will support business efforts in the area of sustainable investment

• Research projects will include understanding the sustainable investment issues most pressing to our clients and third-partyassessors, readying the client group for changes in sustainable investment policy and regulation, and driving initiatives to advance our positioning as a sustainable investment leader.

• Additional projects may include conducting analysis to support the business strategy for sustainable investment, assistance with client specific analysis, and support of the development of internal trainings, and standard operating procedures for client facing teams on our sustainability initiatives.

Specific responsibilities include: business activity related to:

• Sustainable Investment Regulatory Operations

  • Assist in the execution and delivery of SI regulatory reporting requirements, with an initial focus on Sustainable Finance Disclosure Regulation (SFDR) reporting. Responsibilities may include, but are not limited to, collaborating with our third-party provider to help to ensure efficient processes and procedures, fact-checking regulatory reports, running competitive analysis, and conducting internal assessments on data availability

  • Meeting minutes for SI Reg Ops work stream meetings, including documenting decisions made

  • Ad hoc projects as required and as they relate to many complex and varied elements of SI regulatory reporting

  • Advancing the development of SI KPIs, assist with the SI tagging project, and build out systematic solutions for Salesforce metrics reporting

  • Lead the review process qualifying, coordinating, and overseeing firm and product-level SI responses on questionnaires (RFI/RFP/DDQs), providing subject matter expertise for SI disclosure language and data analysis related to SI and climate metrics.

  • Partner with SI reporting team to enhance reporting capabilities over time and manage governance and escalation for complex custom reporting requests. Ensure strategic review and alignment with standard reporting practices while balancing regional priorities, client tiering and growth opportunities.

• Additionally, while the role is Sustainable Investment focused, responsibilities will also include non-SI related tasks as need and capacity dictate. These tasks will support the broader Client Reporting Services Team, of which SI Client Solutions Team is a part. Responsibilities include, but are not limited to, running metrics, assisting in the coordination of client communications, and assisting with quarter-end and month-end reporting.

QUALIFICATIONS

• Strong academic track record

• Course work/interest in the area of sustainable investment (impact, climate, diversity, long termism)

• Ability to work independently and with a team

• Curiosity, ingenuity, and research skills

• Analytical skill and capital markets knowledge

• Effective verbal and written communication skills

Please note: This co-op position entails cross-training to ensure optimal performance across functions. The anticipated start date for accepted candidates is December 2026/ January 2027.

Candidates must have prior co-op experience, as this position requires a foundational understanding of professional workplace dynamics and responsibilities.

Only Northeastern University students are eligible for this program.

JOB TITLE

LOCATION

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 characteristicprotected 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]

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

This range takes into accountthe wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.Examples of our benefits include retirement plan, health and wellbeing, dental, vision,andpharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

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.