Investment Treasury Portfolio Analyst
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. The role sits within the Investment Platform in the Investment Implementation and Trading department, connecting investment teams, trading, operations, and client-facing partners. The analyst will help strengthen regional resilience, support liquidity management across time zones, and contribute to a scalable global Investment Treasury platform. The role calls for sound judgment, market interest, strong stakeholder communication, and an entrepreneurial mindset.
Requirements
- Approximately 3–5 years of relevant professional experience.
- 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, risk awareness, and the ability to work effectively under time pressure, including knowing when to resolve issues independently and when to escalate.
- 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 desire to improve processes, build scalable solutions, and contribute to a collaborative global team.
Nice To Haves
- Relevant experience in investment management, trading, portfolio analysis, trade coordination, client transition, cash management, or a related capital markets role.
- Exposure to fixed income, foreign exchange, derivatives, liquidity management, or related investment workflows.
- 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 client guideline changes.
- 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 aligns 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 to improve transparency, reduce operational risk, and support the growth of the Investment Treasury platform.
Benefits
- Retirement plan
- Health and wellbeing benefits
- 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, sick, and vacation time
- Eligible employees may receive discretionary corporate bonus and/or incentives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
