Investment Analyst

Wellington Management•Boston, MA

6d•Hybrid

About The Position

Fixed Income Product Management (“FIPM”) at Wellington Management works closely with our fixed income investment teams, relationship teams, and business colleagues across the firm to support our clients’ investment needs. Our fixed income investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The FIPM function has three main objectives: Product Development and Marketing (Drive client growth by leading business planning, developing investment solutions, crafting differentiated product messaging, and serving as a subject matter expert across internal and external audiences), Investment Integrity and Risk Management (Provide independent oversight of investment and risk processes, ensure alignment with client objectives, conduct regular product reviews, and contribute to formal investment governance), and Business Management (Oversee product-level business operations including risk, capacity, pricing, and guidelines; resolve internal challenges; and promote best practices across product teams). Investment Analysts are members of product teams, which are led by an Investment Director. They work closely with the Investment Director(s), investment teams, and business professionals on the areas described above. The ideal candidate is a flexible problem solver with a can-do attitude, who takes ownership of issues. The individual will work closely with members of the investment team, the Client Group and other functional areas.

Requirements

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, familiarity with third party tools (eVestment, FactSet, Morningstar)
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 and progress towards the CFA are preferred
Strongly preferred experience leveraging AI tools to enhance analysis, productivity, and decision‑making
Preference for candidates with 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

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