Investment Treasury Portfolio Analyst

Wellington Management • Boston, MA

9h • Hybrid

About The Position

The Investment Treasury Portfolio Analyst is based in Boston and works closely with Portfolio Management and Trading to help manage liquidity, funding, currency exposures, collateral, and related financing across Wellington portfolios. Part of the Investment Platform within the Investment Implementation and Trading department, the role connects investment teams, trading, operations, and client-facing partners. The analyst will support regional resilience and time-zone liquidity management while contributing to a scalable global Investment Treasury platform. The role calls for sound judgment, interest in markets, strong stakeholder communication, and an entrepreneurial approach to building regional expertise.

Requirements

• Approximately 3–5 years of relevant professional experience; experience in investment management, trading, portfolio analysis, trade coordination, client transition, cash management, or a related capital markets role is preferred.
• Strong quantitative and analytical skills, intellectual curiosity, attention to detail, and comfort working with data to identify issues, explain outcomes, and improve decisions.
• Sound judgment and risk awareness, with the ability to work effectively under time pressure and know when to resolve matters independently or escalate them.
• Excellent written and verbal communication skills, including the ability to explain complex portfolio, liquidity, or risk topics clearly to investment, operational, and client-facing stakeholders.
• Self-starter mindset, comfort with ambiguity, and interest in improving processes, building scalable solutions, and contributing to a collaborative global team.

Nice To Haves

• Demonstrated interest in capital markets; exposure to fixed income, foreign exchange, derivatives, liquidity management, or related investment workflows is favorable.
• Experience with Python, SQL, or other coding tools, particularly for automation, analytics, and scalable workflows.

Responsibilities

• Manage and rebalance portfolio currency exposures in response to cash flows, active trades, benchmark changes, market movements, and changes in client guidelines.
• Support liquidity management, including daily cash positioning, funding decisions, and timely escalation of liquidity or overdraft matters.
• Manage regional repo activity and related financing workflows, coordinating with risk takers, trading, and global stakeholders to support portfolio funding, collateral usage, and liquidity objectives.
• Monitor portfolio positions, exposures, and key market sensitivities to ensure activity remains consistent with client guidelines, investment objectives, and risk expectations.
• Partner with Portfolio Management, Trading, Operations, and client-facing teams to resolve portfolio issues, coordinate across regions, and communicate clearly in time-sensitive situations.
• Develop tools, analytics, and scalable workflows that improve transparency, reduce operational risk, and support growth of the Investment Treasury platform.

Benefits

• Retirement plan
• Health and wellbeing coverage
• Dental, vision, and 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 time, sick time, and vacation time
• Eligible employees may receive a discretionary Corporate Bonus and/or incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed