Investment Strategy Analyst, Extended
Investment Strategy Analyst, Extended
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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
The Wellington Solutions team is responsible for multi-manager multi-asset and custom solutions managing various outcome-oriented portfolios on behalf of clients. The team also provides bespoke research and advice across various topics such as asset allocation manager research fundamental factors total portfolio approaches and portfolio construction. We are seeking an analyst to support the allocation and manager research effort for the Extended Platform a $13 billion platform of fundamental extension strategies in the US Global and International markets. Wellington Solutions manages $19 billion in equity solutions and $60 billion overall. The role will entail manager research on our internal investors investment management risk management and portfolio construction concepts and demonstrated interest in learning these concepts is important.
QUALIFICATIONS
The successful candidate is likely to have:
c. 3-6 years of relevant professional experience with manager research equity research or fund of funds;
Intellectual curiosity: the ability to ask good questions problem solve think entrepreneurially develop new tools and adapt to client challenges
Fiduciary Mindset: working responsibly and independently as part of a highly collaborative team focused on delivering best client outcomes. Engages in respectful debate and knows when to ask for help
Learning Agility: Lifelong learner. Progress towards/willingness to complete CFA/CAIA.
Passion for technology risk and portfolio construction: demonstrated ability to learn and use new technology and analyze data. Programming skills are a plus as is knowledge of relevant systems e.g. Factset Axioma Spotfire
Highly organized: proven ability to distil and synthesize information efficiently and to thrive in a multi-faceted fast paced environment with multiple competing deadlines
Strong relationship building and clear communication skills with a focus on attention to detail
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 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 .
At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our 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 80000 - 180000This 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 salaryis only one component of Wellingtons 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 absencepaid 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.
Required Experience:
IC
Employment Type
Full-Time
