Investment Strategy Analyst, WVB

Wellington Management•Boston, MA

2d•$80,000 - $150,000•Hybrid

About The Position

This role supports both the research and portfolio management of our solutions portfolio management team. Responsibilities of the team include portfolio oversight, rebalancing, risk and performance analysis, as well as research into long term asset class expectations across public and private assets. The position requires a collaborative, detail-oriented professional capable of contributing across both portfolio management execution and investment research initiatives.

Requirements

Early career, experience 3-5 years
Intellectual curiosity: the ability to ask good questions, problem solve, think entrepreneurially, develop new tools, and adapt to client challenges
Fiduciary Mindset: working responsibly and independently as part of a highly collaborative team focused on delivering best client outcomes. Engages in respectful debate and knows when to ask for help
Ideally multi-asset exposure
Evidence of quantitative skill (research, degree, portfolio construction, risk management)
Passion for technology, data analysis, risk, and portfolio construction: demonstrated ability to learn and use new technology and analyze and manipulate data.

Responsibilities

Serve as a reliable and flexible contributor to the WVB and wider solutions portfolio management teams, supporting high-priority initiatives and operational needs across the portfolio management agenda.
Develop deep expertise in discretionary solutions, including investment rationale, portfolio templates, constraints, and turnover considerations.
Support the strategic rebalance process through analysis, execution assistance, and operational coordination.
Strengthen position oversight, risk review, and performance monitoring capabilities across the solutions platform.
Serve as a key contributor to the research and development of the framework underpinning strategic portfolio design in our public private multi asset products and solutions.
Develop and enhance strategic assumptions related to private assets across the investment platform.
Conduct research and analysis to support the fundamental inputs used in capital market assumptions.

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)