Investment Analyst

Wellington Management•Boston, MA

2d•$80,000 - $150,000•Hybrid

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. Hedge Fund Investor Relations at Wellington Management works closely with our Hedge Fund Investment teams, client relationship teams, risk teams and business colleagues across the firm to support our clients’ investment needs. Our team also broadly works with multiple functions across the firm, offering a lens into other areas such as performance, legal/compliance, fund treasury and fund services, marketing, technology, and trading. Our hedge fund platform spans a wide range of strategies including equity long/short and diversifying strategies. This role would be focused on the diversifying strategies, which includes global macro, credit long/short and multi-strategy. The Hedge Fund Investor Relations function has three main objectives: 1. Product Ownership: Marketing, development, and servicing HF Investor Relations contributes to client growth and retention by assessing business opportunities, leading business planning, developing new products and investment solutions, and creating the communication strategy for the book of business. The basis of this role is to be a subject matter expert and portfolio representative for colleagues, clients and consultants. This includes internal presentations, performance commentary and external client materials (both regular servicing and fundraising), materials to differentiate the product relative to competitors, and due diligence support. 2. Business Management HF Investor Relations contributes to business management of the respective coverage area, which includes managing risk, capacity, pricing, guidelines, existing book of business and pipeline, data, and product messaging (ensuring alignment with our clients' expectations). This involves leading resolutions of internal business challenges and executing on the business plan that we set out for the strategy. 3. Investment Integrity and Risk Management HF Investor Relations 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. The Investment Analyst will work as part of one or more product coverage teams (within diversifying strategies) to contribute to the broad efforts of HF Investor Relations. 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. Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional responsibilities include creation and maintenance of marketing materials, review and updating of RFPs, responses to client and prospect questions, monthly and quarterly performance commentary, tracking allocations, assisting with internal updates to PMs, exposure analysis, and general flow data and analysis. The responsibilities span across multiple teams, requiring the ability to organize across various deadlines and shift priorities, developing a business sense of where our team can add the most value. The role of an Investment Analyst requires demonstrated skills or knowledge of alternatives products, fixed income and equity markets, data analysis (creating, managing, automating), performance and risk analysis. The individual will interact closely with the investment directors and specialists, contributing to efforts centered on reviewing and evaluating the integrity of our hedge fund data, analytics and materials, and contributing to the success of those products in the marketplace. Given the complexity and nuance of some of our hedge fund data, this role requires a level of intellectual curiosity and ability to problem solve creatively.

Requirements

1-2 years of directly relevant experience
A university degree with strong academic credentials; finance, accounting or business-related majors preferred
CFA (or pursuing)
Strong technical skills and mastery of MS Excel; particularly to manage large amounts of data with attention to detail, ultimately reaching a strong conclusion
Strong communication skills
A high work ethic and willingness to hit the ground running are essential
Attention to detail combined with a solutions-oriented mindset
Ability to write clearly and succinctly in a variety of communication settings
Strong ownership, accountability and follow through
Ability to work both independently and in collaboration with a global team; in particular working with many teams at once across a variety of projects/tasks
Thoroughness, attention to detail, and ability to prioritize
Grace under pressure with an ability to adapt to get things done
Willingness to learn daily about our business and our products
Demonstrated skills or knowledge of alternatives products, fixed income and equity markets, data analysis (creating, managing, automating), performance and risk analysis.
Intellectual curiosity and ability to problem solve creatively.

Nice To Haves

Interest in alternative investments

Responsibilities

Provide analytical leverage to the team and be a point of contact for internal constituents regarding inquiries about investment teams and products under coverage.
Perform analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing.
Create and maintain marketing materials.
Review and update RFPs.
Respond to client and prospect questions.
Provide monthly and quarterly performance commentary.
Track allocations.
Assist with internal updates to PMs.
Conduct exposure analysis, and general flow data and analysis.
Organize across various deadlines and shift priorities.
Develop a business sense of where the team can add the most value.
Interact closely with investment directors and specialists.
Contribute to efforts centered on reviewing and evaluating the integrity of hedge fund data, analytics and materials.
Contribute to the success of products in the marketplace.

Benefits

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