Investment Talent Analyst
About The Position
The Investment Talent Analyst works closely with the Head of Investment Talent to build and execute initiatives that strengthen how investors develop, perform, and expand their impact at Wellington Management. The role combines strategic thinking and design with hands-on implementation and ongoing ownership of related processes. The analyst helps shape and advance investment talent strategy by translating its vision into practical frameworks, recommendations, and processes, gathering information, identifying patterns, drawing initial conclusions, and developing proposals for discussion and refinement. The role 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 support the broader investment talent strategy. Wellington Management describes its investment management capabilities as spanning nearly all segments of global capital markets, with tailored investment solutions for institutional clients in more than 60 countries. The company is a private partnership and emphasizes proprietary research, independent thought, healthy debate, and a long-term perspective. The position is based at 280 Congress. Employees work from the office four days per week, with flexibility to work remotely one day per week. The base salary range is USD 80,000–150,000. Eligible employees may receive variable compensation, benefits, and potentially a discretionary corporate bonus and/or incentives.
Requirements
- Ability to bring structure to ambiguous questions and develop frameworks that organize information and support decisions.
- Analytical judgment and ability to synthesize information, draw reasoned conclusions, identify implications, and form an initial point of view.
- Ability to understand broader strategic objectives, connect workstreams to them, 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, drive, and ability to proactively advance work, anticipate next steps, and bring proposed solutions and recommendations.
- 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 using feedback and experience.
- Clear, concise communication and effective collaboration with colleagues across functions and levels.
- Receptiveness to feedback and ability to adapt approaches 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 conclusions and areas requiring further work.
- Help develop 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 related workstreams, including hiring, assessment, development, and compensation, and identify where approaches need alignment or adaptation.
- Partner with investment and partner teams to understand needs, incorporate perspectives, coordinate contributions, identify dependencies, and raise questions or trade-offs for discussion.
- Own ongoing processes by coordinating contributions, maintaining high-quality outputs, assessing intended outcomes, and recommending improvements based on feedback and experience.
- Prepare clear analyses, discussion materials, and recommendations that explain 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 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
