Equity Solutions Portfolio Manager
About The Position
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 equity research, manager/strategy research, fundamental factors, risk, and portfolio construction. We are seeking an Allocator/Portfolio Manager to support the manager/strategy research and allocation effort for the Solutions Platform. Wellington Solutions manages $24 billion in equity solutions and $78 billion overall. The Allocator/PM will complement our Solutions team by bringing additional dedicated multi-manager allocation experience.
Requirements
- 15+ years of relevant experience
- Successful track record with meeting client objectives and solutions investing utilizing a robust process / disciplined approach leveraging risk management tools and manager and market research
- Passion for investing with a proven research process for capital allocation
- Work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes
- A demonstrated ability to understand drivers of manager returns to active strategies and leverage risk models in capital allocation process (e.g. Barra, Axioma, Bloomberg)
- Proven expertise in analyzing drivers of return and risk (e.g. FactSet, Morningstar, style research)
- Demonstrated track record of producing research (content)
- Thrive in a multi-faceted, fast-paced environment with multiple competing deadlines
- Essential traits such as intellectual curiosity, versatility, creative problem solving, strong work ethic and attention to detail
- Strong interpersonal and communication skills (verbal and written (as evidenced by a track record of producing relevant content) which are critical to success in Wellington’s collaborative and interactive culture
Nice To Haves
- Experience modeling and designing data and architecture to support investment processes
- Advanced degree in a quantitative field (finance, economics, mathematics, physical sciences, or statistics)
- CFA or CAIA charter
Responsibilities
- Managing Equity Solutions to drive strong investment results on behalf of clients
- Contributing key inputs to PM allocation discussion with views on risk, manager allocations, and markets
- Generate original research for use by the team, the firm, and clients
- Participating in the strong investment culture and dialogue of the team and the firm
- Developing a deep understanding of firm internal investment capabilities and opportunities
- Collaborating with the broader investment platform leadership for succession and talent planning, including talent identification and the expansion of allocation opportunities
- Spearheading development of comprehensive solutions leveraging the team’s manager and factor research process
- Working side-by-side with the allocator team and manager/strategy research focused analysts to help understand PM positioning and enable a more efficient capital allocation process
- Work directly with clients and internal client facing teams on designing new solutions and managing ongoing solutions lifecycle events
- Collaborating with the other allocators and researchers on the team to help drive best-in-class analytics across the platform
Benefits
- retirement plan
- health and wellbeing
- dental coverage
- vision coverage
- pharmacy coverage
- health savings account
- flexible spending accounts
- commuter program
- employee assistance program
- life insurance
- disability insurance
- adoption assistance
- back-up childcare
- tuition reimbursement
- CFA reimbursement
- paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
