Investment Specialist, Multi Asset Solutions

Wellington Management•Boston, MA

1d•$120,000 - $225,000•Hybrid

About The Position

Wellington Solutions manages customized portfolios across multi-asset, fundamental factors and quantitative approaches. The team brings allocators together to provide clients with a platform that integrates customized investment solutions with research. The members of the Team manage multi-asset portfolios, conduct market and manager research, and partner with clients on investment solutions, including strategies to pursue customized risk and alpha objectives. The team also provides bespoke research and advice across various topics such as manager research, asset allocation, policy and risk management. The Investment Specialist, Multi Asset Solutions – will work as part of a product coverage team led by an Investment Director. This product team works closely with members of the broader investment team, relationship teams, and business colleagues across the firm to support our clients’ investment needs. The product coverage team has three main objectives: PRODUCT DEVELOPMENT AND MARKETING Contributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. INVESTMENT INTEGRITY AND RISK MANAGEMENT Acting as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducting regular product risk and performance attributions reviews, and contributing to formal, investment review group processes. BUSINESS MANAGEMENT Contributing to business management, including managing risk, capacity, pricing, and guidelines, leading the resolution of internal business challenges, and collaborating on product management business to share investment integrity, marketing and product development best practices. 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. Over time the individual will participate in meetings with clients, prospects and consultants to communicate our investment philosophy, strategy, positioning, and performance.

Requirements

Demonstrated interest in investment topics.
A passion for learning.
Strong analytical skills.
A positive, collegial attitude and high level of professionalism.
Creativity, initiative, and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.
Meaningful relevant industry experience and record of achievement.
Advanced analytical skill including the ability to frame issues, identify important points, and draw conclusions.
Attention to detail combined with a solutions-oriented, strategic mindset.
Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective.
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 and familiarity with Factset are a plus but not essential.
Ability to organize, manage, and prioritize time well.
Grace under pressure with an ability to adapt and get things done.
A global perspective and/or language skills are viewed favorably.
A sense of humor and curiosity.

Nice To Haves

Experience at an asset manager, sell-side firm, or management consultancy is desirable, but not required.
An MBA and/or CFA is desirable, but not required.

Responsibilities

Performing analyses related to portfolio positioning, performance and risk, market trends, competitive positioning, and pricing.
Contributing to the development of new investment strategies and client solutions.
Creating and maintaining marketing and client materials.
Reviewing RFPs.
Responding to client questions.
Evaluating product overlap and capacity trends.
Preparing white papers and presentation materials that serve to differentiate our portfolios.
Contributing to client growth and retention by assessing business opportunities and leading business planning.
Developing new products and investment solutions.
Creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors.
Acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.
Acting as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives.
Conducting regular product risk and performance attributions reviews.
Contributing to formal, investment review group processes.
Contributing to business management, including managing risk, capacity, pricing, and guidelines.
Leading the resolution of internal business challenges.
Collaborating on product management business to share investment integrity, marketing and product development best practices.

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)