Investment Analyst

Wellington Management•Boston, MA

1d•$80,000 - $150,000•Hybrid

About The Position

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. Our equity investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The product management function has three main objectives: Product Development and Marketing: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes. Business Management: EPM contributes to business management, including managing risk, capacity, pricing and guidelines, leads resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product development best practices. The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of EPM. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage.

Requirements

A Bachelor’s degree with very strong academic credentials and a record of achievement
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
Ability to organize, manage, and prioritize time well
Grace under pressure with an ability to adapt to get things done

Nice To Haves

2-5 years of relevant experience
Progress towards the CFA are preferred
Familiarity with Factset are a plus but not essential

Responsibilities

Performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing.
Creation and maintenance of marketing and client materials.
Review of RFPs.
Responses to client questions.
Automation of workflow.
Collaboration on the development of client solutions and new investment approaches.

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)