Investment Director, Equity Product Management
About The Position
Wellington Management is seeking an experienced individual to join their Equity Product Management team as an Investment Director (Product Specialist/Client Portfolio Manager). This role will lead business and marketing strategy, and serve as an investment representative for the firm’s equity business in the US and other locations. The position also involves ensuring the integrity of investment and risk management processes. The ideal candidate will possess strong skills in marketing strategy, communication, portfolio analysis, and a solid foundation in investments. They should be a flexible problem solver with a proactive attitude and the ability to take ownership. This role requires close collaboration with the Business Development & Relationship Management Group, Equity Portfolio Management, and other internal departments.
Requirements
- A strong academic background, ideally including a post-graduate qualification (e.g. MBA or CFA).
- 12+ years of related professional experience, ideally gained within the Asset Management industry, or institutional investment consulting.
- Excellent written, oral and interpersonal communication skills.
- A strong equity background.
- Strong business judgment.
- Excellent quantitative and problem-solving skills, and the ability to synthesize risk and perform attribution analysis.
- The ability to work independently and in a team environment, and to manage multiple priorities.
- Creativity, commerciality and leadership skills.
- Attention to detail combined with a solutions-oriented, strategic mindset.
- A positive, collegial attitude and high level of professionalism.
- Grace under pressure; ability to adapt and execute.
Responsibilities
- Contribute to the growth of the Equity business by engaging with clients, prospects, and consultants.
- Assess business opportunities and develop products and solutions with high potential.
- Create and implement marketing strategy, marketing materials, and investment guidelines.
- Represent portfolio managers and explain investment processes and portfolios to diverse audiences.
- Educate and consult with internal colleagues, clients, and consultants on markets and portfolios.
- Differentiate and position strategies relative to competitors.
- Develop close working relationships with Business Development & Relationship Management colleagues.
- Oversee the investment and risk integrity of portfolios on behalf of clients, in line with expectations.
- Set appropriate client expectations for performance in various market environments.
- Identify investment and operational risk issues and recommend process improvements.
- Manage risks to the firm in the course of business and client negotiations.
- Contribute actively to product development processes.
- Vet business opportunities in the context of the broader book of business.
- Work with the Business Development & Relationship Management Group on equity business.
- Manage and lead the resolution of internal business issues associated with portfolios and solutions.
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)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
