Investment Analyst

Wellington Management • Boston, NY

1d • $80,000 - $150,000 • Hybrid

About The Position

The Private Investments – Investment Analyst position is a multi-faceted role supporting the business management, investment oversight, and client service needs of private investment products. The person who fills this position will support a wide range of business and investment-related activities including product management, performance and portfolio analytics, client service, client reporting, marketing, working with outside vendors, and inter-departmental projects. This role requires strong analytical skills, including knowledge of global financial and private markets, performance and portfolio analysis techniques, and the ability to thrive in a fast-paced, detail-oriented environment. They will be expected to collaborate with other colleagues within Wellington; in particular, Alternative Directors, Fund Services, Private Investment Technology, Private Investment Services, Marketing, and Compliance. We are looking for candidates with an entrepreneurial spirit to contribute to building a new business line within our organization. This role will be focused on the firm’s private equity strategies.

Requirements

• Success in the role requires an interest in markets, passion for learning, and a willingness to own one’s own development.
• A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.
• We seek individuals that possess the analytical skills and ability to organize and interpret investment data to reach conclusions as well as effective verbal and written communication skills.
• A university degree with very strong academic credentials
• Working knowledge of and interest in Private investments
• Strong technical skills and mastery of MS Excel
• 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
• Ability to work both independently and in collaboration with a global team
• Creativity, thoroughness, and ability to prioritize

Nice To Haves

• 2-5 years of relevant experience
• progress towards the CFA or CAIA are preferred

Responsibilities

• Support Investment Directors and Specialists across product management, business and investment-related responsibilities
• Collaborate with senior members of the Private Investment team to perform analytical work supporting the management and oversight of the Private Equity products (performance/IRR, risk, and portfolio analysis, etc.)
• Prepare and review fund documents, content, and marketing materials, including RFPs, to be shared externally with clients and prospects
• Assist in the development and integration of technology initiatives
• Supporting the Investment Directors and Specialists, and Business Developers in sales and relationship management activities, including fundraising, investor due diligence requests, ongoing investor requests, and the development of new investment strategies
• Over time, participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, portfolio companies, and performance

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: Mid Level