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 includes gathering information, identifying patterns, drawing initial conclusions, and developing proposals for discussion and refinement. The analyst is expected to build a strong understanding of the broader vision and 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 grasp broader strategic objectives, connect individual workstreams to them, and recognize when an approach may need reconsideration.
- Intellectual curiosity, learning agility, and ability to ask incisive questions and learn how investors work and 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, including translating ideas into useful and workable approaches.
- Organization, attention to detail, and ability to manage multiple priorities and follow work through analysis, implementation, and ongoing ownership.
- Ability to design practical, repeatable processes with clear ownership and handoffs and refine them based on feedback and experience.
- Clear, succinct communication and ability to explain recommendations and collaborate across functions and levels.
- Receptiveness to feedback and ability to adapt approach and deepen understanding of intended outcomes.
- Discretion and professionalism in handling sensitive investor and talent information.
Responsibilities
- Translate 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; draw conclusions; and explain implications and areas requiring further work.
- Help shape frameworks and operating models for roles, responsibilities, engagement models, incentives, and resources that support investment success and 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 to be aligned or adapted.
- Partner with investment and partner teams to understand needs, incorporate perspectives, coordinate contributions, identify dependencies, and raise questions or trade-offs requiring discussion.
- Own ongoing processes by coordinating contributions, maintaining high-quality outputs, assessing whether processes achieve their intended purpose, and recommending improvements.
- Prepare concise analyses, discussion materials, and recommendations that make the reasoning, open questions, and proposed next steps easy to assess.
Benefits
- Retirement plan
- Health and wellbeing benefits
- 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/CFA reimbursement
- Paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
- Potential discretionary Corporate Bonus and/or Incentives, if eligible
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
