Investment Risk Analyst, Equity

Wellington Management•Boston, MA

1d•Hybrid

About The Position

THE POSITION The Risk Strategy function, part of our Investment Excellence department, helps investors make better decisions through clarity, rigor, and partnership. We are independent, trusted advisors who combine quantitative analysis, market judgment, and curiosity to translate complex data into clear, actionable insights. By framing risk in context and fostering reflection, we help investors align risk with conviction, thereby sharpening investment skill and strengthening portfolio outcomes over time. The Risk Analyst will work closely with Risk Strategists on the team and will oversee the team’s analytical infrastructure (metadata, risk database, risk reporting, dashboards) making contributions in the oversight of the firm’s equity portfolios. A successful Risk Analyst will leverage Wellington’s risk modeling and analysis platform to enhance the engagement of the Risk Strategists with the Portfolio Management teams. They will also continually work to enhance the risk oversight process and infrastructure, will create or improve clear, engaging reports/analytics that identify material portfolio risks in individual portfolios and across the equity platform. Responsibilities of the role will also include project management of team’s various initiatives, development of analytics reporting/dashboards, and delivering digestible data and actionable information internally, so Risk Strategists and other firm leaders can make more-informed decisions and better set priorities. The candidate should be comfortable with rapid response times and quick turnarounds commensurate to the dynamic demands of the team. The Risk Analyst should be sufficiently confident in their analyses to interpret the outputs of their work, explaining or defending their conclusions within the Risk Strategy team or to the investment teams as appropriate. Risk Analysts are expected to be vocal, self-starting members of the team, thoughtfully challenging colleagues and independently reviewing risk-related data in their areas to highlight potential areas of concern or focus to Risk Strategists for further review and potential follow-up. The Risk Analyst role requires a knowledge of risk analysis gained from experience in institutional investment management and risk management. They should be continually apprised of investment trends to determine the risk implications and communicate the resulting risks within the group. The successful candidate will bring technical skill and knowledge, be adept at building collaborative working relationships with colleagues, and take proactive ownership for the quality of their work.

Requirements

3-7 years of experience in portfolio analysis, data analysis, risk management, and/or risk systems
Proven ability to partner with investment talent effectively
Ability to manage multiple projects/assignments, prioritize effectively, meet deadlines, and deliver high quality, well-reviewed work
Proactive and intellectually curious, self-sufficient professional able to convey complex ideas and datasets into actionable insights
Bachelor’s Degree required, preferably in economics, mathematics, finance or technology-related field of study.
Strong fit with the firm’s cultural tenets of inclusivity, collaboration, accountability, and collegiality.

Nice To Haves

A Master’s Degree or CFA is considered a plus.
A high technical capability, such as a proficiency in SQL/Python and visualization tools such as Tableau.

Responsibilities

Ensure reports, dashboards, or other tools of the risk management process are properly executed and reviewed for accuracy, with outliers or areas of concern highlighted to team members of the team
Engage with Risk Strategists and other investment professionals on a daily basis, to ensure transparent measurement and reporting of risks in portfolios
Participate actively in risk meetings and other dialogues on risk concerns and measurements
Actively engage on enhancing therRisk reporting infrastructure, including design of exhibits and reports to support the risk oversight process
Conduct ad-hoc research and analysis to address investor questions and support risk strategy work more broadly.

Benefits

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)