Investment Talent Analyst
About The Position
Working closely with the Head of Investment Talent, the Investment Talent Analyst helps build and execute initiatives that strengthen how investors develop, perform, and expand their impact at Wellington. The role combines strategic thinking and design with hands-on implementation and ongoing ownership of related processes. The analyst contributes to shaping and advancing the investment talent strategy by translating its vision into practical frameworks, recommendations, and processes. This involves gathering information, identifying patterns, drawing initial conclusions, and developing proposals for discussion and refinement. The role requires building a strong understanding of the broader vision and using it to advance work with increasing independence. The work spans the broader investment ecosystem, including investor roles and capabilities, engagement and operating models across investment and partner teams, hiring and assessment, compensation, and the tools and resources that support investors. The analyst helps design and connect these elements so responsibilities, processes, and incentives reinforce one another and support the investment talent strategy.
Requirements
- Ability to bring structure to ambiguous questions and develop useful frameworks that organize information and support decisions.
- Analytical judgment to draw reasoned conclusions, identify implications, and form an initial point of view beyond summarizing information.
- Ability to understand a broader vision, connect workstreams to it, and recognize when an approach may need reconsideration.
- Intellectual curiosity, ability to learn quickly, ask incisive questions, and understand how investors work and what enables them to succeed.
- Initiative to advance work proactively, anticipate next steps, and bring proposed solutions and recommendations to discussions.
- Ability to work independently within agreed direction, seek input at useful points, and recognize decisions requiring broader discussion.
- Creativity and practical problem-solving skills to generate thoughtful, workable approaches.
- Organization and execution skills, including managing multiple priorities, attention to detail, and following work through analysis, implementation, and ongoing ownership.
- Ability to translate ideas into practical, repeatable processes with clear ownership and handoffs and refine them based on feedback and experience.
- Clear communication and collaboration skills, including succinctly explaining ideas and reasoning and working effectively across functions and levels.
- Receptiveness to feedback and ability to adapt approach and deepen understanding of intended outcomes.
- Discretion and professionalism when handling sensitive investor and talent information.
Responsibilities
- Translate broad strategic objectives into concrete questions and workplans, and develop initial frameworks, recommendations, and tools for review and refinement with the Head of Investment Talent.
- Gather information through stakeholder discussions, existing materials, and relevant data; identify patterns and gaps; and explain findings, implications, and where further work is needed.
- Help shape roles, responsibilities, engagement models, incentives, and resources that support investment success, including practical structures that clarify expectations and strengthen collaboration between investment and partner teams.
- Move initiatives from concept through detailed design, stakeholder feedback, implementation, and ongoing execution; build support for adoption, maintain momentum, and resolve issues.
- Connect hiring, assessment, development, compensation, and other initiatives, identifying where approaches need alignment or adaptation.
- Partner with investment and partner teams to understand needs, incorporate perspectives, coordinate contributions, identify dependencies, and surface questions or trade-offs for discussion.
- Manage ongoing processes, coordinate contributions, maintain high-quality outputs, assess whether processes achieve their intended purpose, and recommend improvements based on feedback and experience.
- Develop concise analyses, discussion materials, and recommendations that clearly present the reasoning, open questions, and proposed next steps.
Benefits
- Retirement plan
- Health and wellbeing coverage
- Dental coverage
- Vision coverage
- 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, including leave of absence, paid holidays, volunteer, sick, and vacation time
- Salary and variable compensation; eligible employees may receive a discretionary Corporate Bonus and/or incentives
- Comprehensive benefits package intended to meet employees’ and families’ needs
- Flexible work environment
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
