Equity Portfolio Analyst

Wellington Management•Boston, MA

5d•Hybrid

About The Position

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 Equity Portfolio Implementation within Investment Implementation and Trading. In this role, the individual will be a member of a global team that supports the portfolio management activities of the firm’s equity investors. Previous asset management industry experience is preferred for this role, although candidates from other backgrounds will also be considered the individual will work with Investors on a wide range of equity products. This position would be in Boston.

Requirements

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.
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.

Nice To Haves

A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably.
Proficient programming skills in Python and familiarity with trading systems, Bloomberg, FactSet, and/or investment risk systems is a plus.

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.

Benefits

retirement plan
health and wellbeing
dental
vision
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)