Investment Specialist, Multi Asset Solutions
About The Position
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. 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. ROLE AND RESPONSIBILITIES 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. Responsibilities of the ‘Investment Specialist, Multi Asset Solutions’ include performing analyses related to portfolio positioning, performance and risk, market trends, competitive positioning, and pricing. The individual will also contribute to the development of new investment strategies and client solutions, the creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, evaluate product overlap and capacity trends, and prepare white papers and presentation materials that serve to differentiate our portfolios.
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
- 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.
- 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.
- 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.
- Provide analytical leverage to the team.
- Be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage.
- Participate in meetings with clients, prospects and consultants to communicate our investment philosophy, strategy, positioning, and performance.
- Performing analyses related to portfolio positioning, performance and risk, market trends, competitive positioning, and pricing.
- Contribute to the development of new investment strategies and client solutions.
- Creation and maintenance of marketing and client materials.
- Review of RFPs.
- Responses to client questions.
- Evaluate product overlap and capacity trends.
- Prepare white papers and presentation materials that serve to differentiate our portfolios.
Benefits
- retirement plan
- health and wellbeing
- dental
- vision
- pharmacy coverage
- health savings account
- flexible spending accounts
- 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
