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 longterm view that aligns our perspectives with those of our clients.

About the Role

Investment products & Strategies EQUITY

The Equity Product Management (EPM) group at Wellington Management works closely with our equity investment teams relationship teams and business colleagues across the firm to support our clients investment needs. Our equity investors span a wide range of disciplines geographies industries market capitalizations and styles. The product management function has three main objectives:

Product Development and Marketing

EPM 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 RiskManagement

EPM acts as an independent advisor to ensure the integrity of the investment and risk managementprocesses 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

EPM 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 EPM. 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.

Qualifications

Success in the role requires a demonstrated interest in equity investing and passion for learning. A positive collegial attitude and high level of professionalism are essential as are creativity initiative and the ability to thrive in a fastpaced teamoriented environment with tight deadlines.

We are seeking candidates who display the following characteristics:

• A Bachelors degree with very strong academic credentials and a record of achievement
• 25 years of relevant experience and progress towards the CFA are preferred
• 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 solutionsoriented mindset
• Ability to write clearly and succinctly in a variety of communication settings
• Articulate with an interest in developing presentation skills
• Proactive with an ability to work both independently and in collaboration with a global team
• Strong technical skills; mastery of MS Excel and familiarity with FactSet are a plus but not essential
• Ability to organize manage and prioritize time well
• Grace under pressure with an ability to adapt to get things done

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Not sure you meet 100 of our qualifications Thats 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 .

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: