Investment Strategy Analyst, LDI

Wellington Management•Boston, MA

1d•Hybrid

About The Position

As part of the continued growth of our Liability Driven Investment (LDI) capabilities, we are seeking to recruit an analyst to join our LDI Solutions investment team. This role will work side by side with LDI Strategists/Portfolio Managers in delivering on existing client objectives and expanding our client partnerships. This position will have a key focus on: Portfolio Management Assisting Portfolio Managers in the design of pension investment solutions, including multi-asset portfolios, to meet client needs Playing a key role in the daily oversight of portfolios Contributing to the continuous improvement of portfolio management processes, analytics, and infrastructure to drive better investment decisions and client outcomes Investment Infrastructure & Analytics Collaborate on building and enhancing robust LDI investment infrastructure Develop and implement advanced analytics tools to improve portfolio management and risk assessment Leverage programming and quantitative modeling skills to automate processes and optimize investment workflows Research In addition, the position will involve supporting the Strategists/PMs in researching investment topics and designing new investment solutions in our mission of serving as a trusted advisor to our clients.

Requirements

Minimum of 5+ years of relevant experience (background in financial or data analysis)
Strong technical skills with demonstrated experience in programming (Python or similar), quantitative modeling, and data analytics
Working knowledge of various asset classes, especially Fixed Income, gained from experience in institutional investment or risk management, and/or investment consulting
Actuarial designation, progress towards, or degree a strong plus
Strong work ethic, attention to detail, and process orientation are essential traits, as are versatility and creative problem solving
Intellectual curiosity and a passion for exploring and understanding complex investment topics
Ability to thrive in a multi-faceted, fast-paced environment with multiple competing deadlines
Ability to work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes
Excellent written, oral, and interpersonal communication skills
Strong academic credentials. CFA progression is a plus

Nice To Haves

Familiarity with risk management and portfolio construction integrated with actuarial frameworks
US Corporate Pension experience

Responsibilities

Assisting Portfolio Managers in the design of pension investment solutions, including multi-asset portfolios, to meet client needs
Playing a key role in the daily oversight of portfolios
Contributing to the continuous improvement of portfolio management processes, analytics, and infrastructure to drive better investment decisions and client outcomes
Collaborate on building and enhancing robust LDI investment infrastructure
Develop and implement advanced analytics tools to improve portfolio management and risk assessment
Leverage programming and quantitative modeling skills to automate processes and optimize investment workflows
supporting the Strategists/PMs in researching investment topics and designing new investment solutions

Benefits

retirement plan
health and wellbeing
dental
vision, and 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)