Equity Solutions Portfolio Manager

Wellington Management • Boston, MA

1d • $120,000 - $225,000 • Hybrid

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 considered a plus/favorably
• A history of academic achievement; advanced degree in a quantitative field (finance, economics, mathematics, physical sciences, or statistics) and CFA or CAIA charter are preferred

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
• vision
• 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 (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior