Equity Solutions Portfolio Manager

Wellington Management • Boston, MA

17h • 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. Wellington Solutions manages $24 billion in equity solutions and $78 billion overall, providing multi-manager, multi-asset, and custom outcome-oriented portfolios, as well as bespoke research and advice.

The role brings dedicated multi-manager allocation experience to the Solutions team. The Portfolio Manager will manage Equity Solutions, contribute investment views and research, help develop comprehensive solutions, and collaborate with colleagues across the investment platform. The position also involves working with clients and internal client-facing teams on solution design and ongoing lifecycle events.

Employees work from Wellington offices four days per week, with flexibility to work remotely one day per week. Wellington describes its compensation package as including salary, variable compensation, and benefits; eligible employees may also receive discretionary corporate bonuses and/or incentives. The stated base salary range is USD 120,000–225,000.

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, manager research, 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.
• Ability to understand drivers of manager returns to active strategies and leverage risk models in capital allocation, such as Barra, Axioma, or Bloomberg.
• Expertise analyzing drivers of return and risk, using tools or research such as FactSet, Morningstar, or style research.
• Demonstrated track record of producing research content.
• Ability to thrive in a fast-paced, multifaceted environment with competing deadlines.
• Intellectual curiosity, versatility, creative problem-solving, strong work ethic, and attention to detail.
• Strong verbal and written interpersonal and communication skills.

Nice To Haves

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

Responsibilities

• Manage Equity Solutions to drive strong investment results on behalf of clients.
• Contribute views on risk, manager allocations, and markets to portfolio manager 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 using the team’s manager and factor research process.
• Work with the allocator team and manager/strategy research analysts to understand portfolio manager positioning and support a more efficient capital allocation process.
• 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 coverage
• Vision coverage
• 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
• Variable compensation
• Discretionary corporate bonus and/or incentives, if eligible

What This Job Offers

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