Equity Solutions Portfolio Manager

Wellington Management • Boston, MA

8h • Hybrid

About The Position

Wellington Management is seeking an experienced Allocator/Portfolio Manager to support manager and strategy research and allocation for the Wellington Solutions Platform. The team manages multi-manager, multi-asset, and custom outcome-oriented portfolios for clients and provides bespoke research and advice. Wellington Solutions manages $24 billion in equity solutions and $78 billion overall. The position adds dedicated multi-manager allocation experience to the Solutions team and is responsible for managing Equity Solutions to deliver strong client investment results.

The role combines quantitative and fundamental investment skills. It includes contributing views on risk, manager allocations, and markets to portfolio management discussions; producing original research; developing a deep understanding of the firm’s investment capabilities; and collaborating across investment leadership, allocator, research, and client-facing teams. The Portfolio Manager will help develop comprehensive solutions using manager and factor research, improve analytics and capital allocation processes, and work with clients on designing solutions and managing ongoing lifecycle events.

Wellington Management is a private partnership and describes its investment culture as collaborative, encouraging independent thought and respectful debate. Employees work from offices four days a week, with flexibility to work remotely one day a week. The base salary range is USD 120,000–225,000, with potential discretionary corporate bonus and/or incentives if eligible, in addition to benefits.

Requirements

• 15 or more years of relevant experience.
• Successful track record meeting client objectives through solutions investing, using a robust, disciplined process that leverages risk management tools and manager and market research.
• Passion for investing and a proven research process for capital allocation.
• Ability to work independently and as part of a highly collaborative team where respectful debate is encouraged.
• Demonstrated ability to understand drivers of manager returns to active strategies and use risk models in capital allocation, such as Barra, Axioma, or Bloomberg.
• Proven expertise analyzing drivers of return and risk, using tools or resources such as FactSet, Morningstar, or style research.
• Demonstrated track record of producing research content.
• Ability to thrive in a multifaceted, fast-paced environment with competing deadlines.
• Intellectual curiosity, versatility, creative problem-solving, strong work ethic, and attention to detail.
• Strong interpersonal and verbal and written communication skills.

Nice To Haves

• Experience modeling and designing data and architecture to support investment processes.
• A history of academic achievement.
• An advanced degree in a quantitative field such as finance, economics, mathematics, physical sciences, or statistics.
• CFA or CAIA charter.

Responsibilities

• Manage Equity Solutions to drive strong investment results on behalf of clients.
• Contribute views on risk, manager allocations, and markets to portfolio management allocation discussions.
• Generate original research for use by the team, the firm, and clients.
• Participate in the investment culture and dialogue of the team and firm.
• Develop a deep understanding of the firm’s internal investment capabilities and opportunities.
• Collaborate with broader investment platform leadership on succession and talent planning, including talent identification and expansion of allocation opportunities.
• Spearhead development of comprehensive solutions leveraging the team’s manager and factor research process.
• Work with the allocator team and manager/strategy research analysts to understand portfolio manager positioning and improve capital allocation efficiency.
• Work directly with clients and internal client-facing teams to design new solutions and manage ongoing solutions lifecycle events.
• Collaborate with other allocators and researchers to drive best-in-class analytics across the platform.

Benefits

• Retirement plan
• Health and wellbeing coverage
• Dental, vision, and pharmacy coverage
• Health savings account
• Flexible spending accounts
• Commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back-up childcare
• Tuition/CFA reimbursement
• Paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
• Potential discretionary corporate bonus and/or incentives, if eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed