Investment Director

Wellington Management-posted about 23 hours ago
Full-time • Director
Hybrid • Boston, MA
1,001-5,000 employees
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We are currently seeking to recruit an individual to join our Fixed Income Investment Products and Strategies team as an Investment Director (Product Specialist/Client Portfolio Manager). The successful candidate will help lead business and marketing strategy, and act as investment representative for the firm’s fixed income business in in the US and other locations as needed, and in addition will help to ensure the integrity of our investment and risk management processes. This role requires developed skills in marketing strategy, communication, portfolio analysis, and a solid foundation in investments. The successful candidate will be a flexible problem solver, with a can-do attitude, who is willing and able to take ownership of issues. They will work closely with members of the Business Development & Relationship Management Group, Fixed Income Portfolio Management, and other functional areas across the firm. This position will be based in Boston.

  • Contribute to the growth of the Fixed Income business by engaging with clients, prospects, and consultants
  • Assess business opportunities, and develop products and solutions where there is high potential
  • Create and implement marketing strategy, marketing materials, and investment guidelines
  • Represent portfolio managers and explain investment processes and portfolios to audiences that range widely in sophistication levels
  • Educate and consult with internal colleagues, clients and consultants on markets and portfolios
  • Differentiate and position strategies relative to those of competitors
  • Develop close working relationships with Business Development & Relationship Management colleagues.
  • Oversee the investment and risk integrity of our portfolios on behalf of clients: 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 fixed income business
  • Manage and lead the resolution of internal business issues associated with portfolios and solutions.
  • A strong academic background, ideally including a post-graduate qualification (e.g. MBA or CFA)
  • 8+ 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 fixed income background: portfolio management and/or product management experience preferred
  • Strong business judgment
  • Excellent quantitative and problem-solving skills, and ability to synthesize risk and perform attribution analysis
  • The ability to work independently and in a team environment, and to manage multiple priorities
  • Creativity, attention to detail and leadership skills
  • The willingness to develop knowledge of non-traditional instruments and complex investment strategies
  • A willingness to travel.
  • retirement plan
  • health and wellbeing
  • dental
  • vision
  • pharmacy coverage
  • health savings account
  • flexible spending accounts and 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)
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