Investment Analyst - Wellington Management : Job Details

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About Us

About UsWellington 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.About The RoleWellington Solutions designs and manages customized portfolios across multi-asset, equity, and quantitative investments. The team combines allocator, research, and implementation expertise to provide clients with integrated investment solutions. The team manages $36B across proprietary factor, hedged, and extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment solutions that pursue customized risk and alpha objectives. The team also provides bespoke research and advice across various topics such as fundamental factors, manager research, asset allocation, quantitative investing, and risk management.The Investment Analyst Will Work As Part Of a Product Coverage Team Led By An Investment Director. This Product Team Works Closely With The Investment Team, US Wealth Sales Teams, And Business Colleagues Across The Firm To Support Our Clients' Investment Needs. This Position Will Be Predominantly Focused On Supporting The Commercialization And Growth Of a New And Exciting Strategic Initiative Providing Solutions Across Public And Private Assets To The US Wealth Market. The Product Coverage Team Has Two Main ObjectivesPRODUCT DEVELOPMENT AND MARKETINGContributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.BUSINESS MANAGEMENTContributing to business management, including managing risk, capacity, pricing, and guidelines, leading the resolution of internal business challenges, and collaborating on product management business to share investment integrity, marketing and product development best practices.Role And ResponsibilitiesThe primary focus of the role is to provide analytical leverage to the team as well as to serve as an internal expert and point of contact regarding the investment teams and products under coverage.Key Responsibilities Include

• Executing a high volume of ad hoc analysis and data requests for internal stakeholders and clients.
• Supporting the efforts of the Solutions Directors, Client Portfolio Managers, and wholesalers focused on the commercial success of a new strategic initiative focused on public/private funds by creating and maintaining marketing and client materials.
• Performing analyses related to portfolio positioning, performance and risk, market trends, competitive positioning, and pricing.
• Familiarity with tools such as FactSet and Morningstar is a plus.
• Automating workflows and collaborating on the development of client solutions and new investment approaches.
• Integrating AI tools into workflows to enhance efficiency and insight generation.

QualificationsThe Investment Analyst role is multi-faceted and requires demonstrated interest in investment topics, a passion for learning, as well as strong analytical skills. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative, and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.Key Qualifications For This Role Include

• 3–5 years of relevant experience; wealth management experience is a strong plus but not required.
• Bachelor's degree with very strong academic credentials.
• Demonstrated analytical skills, including the ability to organize and synthesize data to reach conclusions.
• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective.
• Proactive, self-starter attitude with a strong desire to own outcomes.
• Attention to detail combined with a solutions-oriented mindset.
• Ability to write clearly and succinctly in a variety of communication settings.
• Articulate, with an interest in developing and refining presentation skills over time.
• Ability to work both independently and in collaboration with a global team.
• Strong technical skills; mastery of MS Excel is required. Familiarity with FactSet, Morningstar, and AI tools is a plus.
• Ability to organize, manage, and prioritize time effectively in a high-volume, fast-paced environment.
• Grace under pressure with an ability to adapt to get things done.
• A global perspective and/or language skills are viewed favorably but are not essential.
• CFA designation is a plus but is not required.

LOCATIONThe role will be based in Wellington's Global Headquarters in Boston, MA, with potential flexibility for candidates based in New York.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 ensures that all qualified applicants will receive equal 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] 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:USD 65,000 - 150,000This range takes into account the 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, and pharmacy 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.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales

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