Investment Analyst

Wellington Management • Boston, MA

1d • Hybrid

About The Position

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Their investment solutions are tailored to the unique return and risk objectives of institutional clients in more than 60 countries, drawing on proprietary research and a collaborative culture. As a private partnership, they foster a long-term view aligned with their clients' perspectives. The Fixed Income Product Management (FIPM) team works closely with fixed income investment teams, relationship teams, and business colleagues to support client investment needs. The FIPM function has three main objectives: Product Development and Marketing (driving client growth, developing investment solutions, crafting differentiated product messaging, and serving as a subject matter expert); Investment Integrity and Risk Management (providing independent oversight of investment and risk processes, ensuring alignment with client objectives, conducting regular product reviews, and contributing to formal investment governance); and Business Management (overseeing product-level business operations including risk, capacity, pricing, and guidelines, resolving internal challenges, and promoting best practices). Investment Analysts are members of product teams, led by an Investment Director, and work closely with Investment Director(s), investment teams, and business professionals on these areas.

Requirements

• 3-5 years of relevant experience
• Progress towards the CFA
• A Bachelor’s degree with very strong academic credentials
• 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
• Proactive, self-starter attitude, with a strong desire to own outcomes
• 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
• Ability to work both independently and in collaboration with a global team
• Strong technical skills; mastery of MS Excel
• Ability to organize, manage and prioritize time well
• Grace under pressure with an ability to adapt to get things done

Nice To Haves

• Familiarity with third party tools (eVestment, FactSet, Morningstar)
• Strongly preferred experience leveraging AI tools to enhance analysis, productivity, and decision‑making
• Preference for candidates with fixed income product knowledge

Responsibilities

• Performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures
• Contribute to the development of new investment strategies and client solutions
• Conduct market and competitor analysis
• Evaluate product overlap and capacity trends
• Prepare white papers and presentation materials that serve to differentiate our portfolios
• Participate in meetings with clients, prospects and consultants to communicate our investment philosophy, strategy, positioning, and performance

Benefits

• Salary
• Variable compensation
• 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)
• Discretionary Corporate Bonus and/ or Incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees