Investment Analyst Job at Wellington Management, Boston, MA

NlFXUDA5TWJjZE12T0NXckUwdVpsWTZqUVE9PQ==
  • Wellington Management
  • Boston, MA

Job Description

About Us 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. About the Role INVESTMENT PRODUCT AND FUND STRATEGIES The Investment Product and Fund Strategies - Fixed Income (IPFS - Fixed Income) group at Wellington Management works closely with our fixed income investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. Our fixed income investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The IPFS - Fixed Income function has three main objectives: PRODUCT DEVELOPMENT AND MARKETING IPFS - Fixed Income contributes 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. INVESTMENT INTEGRITY AND RISK MANAGEMENT IPFS - Fixed Income acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes. BUSINESS MANAGEMENT IPFS - Fixed Income contributes to business management, including managing risk, capacity, pricing and guidelines, leads resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product development best practices. ROLE AND RESPONSIBILITIES The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of the IPFS - Fixed Income group. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage. Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches. The role of an Investment Analyst requires demonstrated skills or knowledge of markets and macroeconomics in combination with a passion for fixed income investing. The individual will interact closely with both investment teams and business professionals, contributing to efforts centered on reviewing and evaluating the integrity of our fixed income approaches and driving the success of those products in the marketplace. Responsibilities include performing analyses related to portfolio positioning and attribution, market trends, competitive positioning, and pricing. Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, and collaboration on development of client solutions and new investment approaches. QUALIFICATIONS Success in the role requires an interest in markets, passion for learning, and a willingness to own one's own development. 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. We seek individuals that possess the analytical skills and ability to organize and interpret investment data to reach conclusions as well as effective verbal and written communication skills. Further, the ideal candidate will possess the following qualifications: 2-5 years of relevant experience and progress towards the CFA are preferred A university degree with very strong academic credentials Working knowledge of and interest in fixed income markets Strong technical skills and mastery of MS Excel 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 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 presentation skills Ability to work both independently and in collaboration with a global team Creativity, thoroughness, and ability to prioritize 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 r_ _ace, 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 GMWTalentOperations@wellington.com _._ 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: USD 65,000 - 150,000 This 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) Tracing our history to 1928, Wellington Management is one of the world's largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. 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. For more information, please visit (

Job Tags

Holiday work, Flexible hours,

Similar Jobs

Contact Government Services

Paralegal / legal assistant Job at Contact Government Services

 ...Employment Type: Full-Time, Entry Level Department: Legal As a CGS paralegal, you will work under the direction of a Supervisory Paralegal...  ...orders, answers, pleadings, and subpoenas Providing assistance to attorneys in trial preparations Assembling trial... 

University of California Davis Health System

Hospital Unit Services Coordinator 3 | University of California Davis Health System Job at University of California Davis Health System

 ...Hospital Unit Services Coordinator 3 Job Summary This position is responsible for...  ...administrative support as a member of the healthcare team in a fast paced, large clinical or ambulatory...  ...Benefits Eligible: Yes Hybrid/Remote/Onsite: This position is 100% on-site... 

Get It Recruit - Healthcare

Healthcare Account Manager I - Remote | WFH Job at Get It Recruit - Healthcare

 ...services within existing client accounts. Work closely with subject matter experts to...  ...preferred. Willingness to travel overnight (up to 20%). Availability for on-call...  ...unless otherwise specified) with a work-from-home allowance. Competitive pay with bonus... 

LEIP INTERNATIONAL

English Tutor Job at LEIP INTERNATIONAL

We seek passionate educators to teach English language skills, including grammar, vocabulary, and comprehension, to students worldwide...  ...education. Instructional Proficiency: Prior experience in teaching, tutoring, coaching, or mentoring, with a proven ability to effectively... 

Total Wellness Center

Licensed Clinical Social Worker/Professional Counselor Job at Total Wellness Center

 ...JOB IS OFFERED WITH THE OPTION TO WORK REMOTELY! Total Wellness Center, an in-person and...  ...and CT - is currently seeking a Clinical Social Worker - (LCSW) or Professional Counselor...  ...Montclair - NJ with the option to work from home (remote). JOB DUTIES: Provide...