Investment Analyst

Wellington Management • Boston, MA

321d • $65,000 - $150,000

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. The Equity Product Management (EPM) group at Wellington Management works closely with our equity investment teams, relationship teams, and business colleagues across the firm to support our clients’ investment needs. The product management function has three main objectives: Product Development and Marketing, Investment Integrity and Risk Management, and Business Management. The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of EPM, focusing on providing analytical leverage to the team and serving as a point of contact for internal inquiries regarding investment teams and products under coverage.

Requirements

• Bachelor’s degree with very strong academic credentials and a record of achievement.
• 2-5 years of relevant experience and progress towards the CFA are preferred.
• Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions.
• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective.
• Attention to detail combined with a solutions-oriented mindset.
• Ability to write clearly and succinctly in a variety of communication settings.
• Articulate with an interest in developing presentation skills.
• Proactive with an ability to work both independently and in collaboration with a global team.
• Strong technical skills; mastery of MS Excel and familiarity with FactSet are a plus but not essential.
• Ability to organize, manage, and prioritize time well.
• Grace under pressure with an ability to adapt to get things done.

Nice To Haves

• Experience in equity investing and a passion for learning.
• Creativity and initiative in a fast-paced, team-oriented environment.

Responsibilities

• Perform analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing.
• Create and maintain marketing and client materials.
• Review RFPs and respond to client questions.
• Automate workflow and collaborate on the development of client solutions and new investment approaches.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree