Investment Analyst

Wellington Management • Boston, MA

21h • Hybrid

About The Position

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to institutional clients in over 60 countries, drawing on proprietary research and a collaborative culture. The Fixed Income Product Management (FIPM) team works closely with fixed income investment teams, relationship teams, and business colleagues to support client investment needs. FIPM's main objectives include Product Development and Marketing, Investment Integrity and Risk Management, and Business Management. Investment Analysts are integral members of product teams, led by an Investment Director, and collaborate with investment teams and business professionals on these core areas.

Requirements

• Demonstrated interest in investment topics.
• A passion for learning.
• Strong analytical skills.
• A positive, collegial attitude and high level of professionalism.
• Creativity, initiative, and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.
• 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

• 3-5 years of relevant experience.
• Progress towards the CFA.
• Familiarity with third party tools (eVestment, FactSet, Morningstar).
• Strongly preferred experience leveraging AI tools to enhance analysis, productivity, and decision‑making.
• Fixed income product knowledge.

Responsibilities

• Perform 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 (over time).

Benefits

• Salary
• Variable compensation
• Retirement plan
• Health and wellbeing
• Dental coverage
• Vision coverage
• Pharmacy coverage
• Health savings account
• Flexible spending accounts
• Commuter program
• Employee assistance program
• Life insurance
• 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
• Flexible work environment

What This Job Offers

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