Multi-Asset Portfolio Analyst
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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
OVERVIEW
We are seeking a Portfolio Analyst to join Multi-Asset Portfolio Implementation within Investment Implementation and this role the individual will work with a team of Solutions Portfolio Managers and Multi-Asset Portfolio Analysts to support Investment Strategy and Multi Asset Boutiques portfolio management activities. Investment Strategy and Multi-Asset Boutiques are responsible for multi-manager multi-asset and custom solutions managing various outcome oriented factor and thematic portfolios on behalf of clients. The portfolio construction process incudes allocating across equities bonds rates currencies and commodities using derivatives and physical securities. This position would be in Boston.
RESPONSIBILITIES
Primary responsibilities:
- Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios.
- Monitoring cash and equitization analyzing portfolio exposures dispersion monitoring and account transition events.
- Rebalancing portfolios in response to investment strategies cash flows benchmark changes market price movements and changes in client guidelines.
- Monitoring positions and verifying that transactions are consistent with investors intent and client and regulatory guidelines.
- Interacting with many areas of the firm to improve processes and minimize operational risk.
- Provide additional value-added contributions to investment teams such as risk analysis detailed portfolio data reporting and analysis exposure tracking and custom portfolio management.
- Partner with Investment Implementation Technology on the development of and enhancements to investment implementation and monitoring tools.
QUALIFICATIONS
The successful candidate for this position is likely to have:
- A minimum of 3-5 years in the investment management business with trading portfolio analysis and/or investment operations/administration experience preferred.
- Strong academic credentials. An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA) or progress towards one would be viewed favorably.
- Demonstrated strong understanding of and interest in multi-asset capital markets and investing in global securities including equities bonds currency hedging leverage and derivatives.
- The ability to work independently and to contribute as part of a team with a strict attention to detail.
- Strong interpersonal skills to interact effectively with investment and other business professionals around the firm.
- Advanced analytical skills a quantitative orientation and a detail-oriented mindset.
- Ability to work well under pressure and prioritize tasks.
- Proficient programming skills in Python and familiarity with trading systems Bloomberg FactSet and/or investment risk systems is a plus.
JOB TITLE
Multi-Asset Portfolio AnalystJOB FAMILY
Product ManagementLOCATION
280 CongressNot 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 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 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 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
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
If Napoleon had met this Wellington, Waterloo would have taken on a whole new meaning: sound asset management. Wellington Management oversees investments for more than 2,000 institutional clients in some 50 countries. It has approximately $620 billion of assets under management. Clien ... View more
