Multi Asset Portfolio Analyst

Wellington Management • Boston, MA

4d • Hybrid

About The Position

We are seeking a Portfolio Analyst to join Multi-Asset Portfolio Implementation within Investment Implementation and Trading. In this role, the individual will work with a team of Solutions Portfolio Managers and Multi-Asset Portfolio Analysts to support Investment Strategy and Multi Asset Boutiques portfolio management activities. Investment Strategy and Multi-Asset Boutiques are responsible for multi-manager, multi-asset, and custom solutions, managing various outcome oriented, factor, and thematic portfolios on behalf of clients. The portfolio construction process incudes allocating across equities, bonds, rates, currencies, and commodities using derivatives and physical securities. This position would be in Boston.

Requirements

• A minimum of 3-5 years in the investment management business, with trading, portfolio analysis and/or investment operations/administration experience preferred.
• Strong academic credentials. An undergraduate degree is required.
• Demonstrated strong understanding of, and interest in, multi-asset capital markets and investing in global securities, including equities, bonds, currency, hedging, leverage and derivatives.
• The ability to work independently and to contribute as part of a team, with a strict attention to detail.
• Strong interpersonal skills to interact effectively with investment and other business professionals around the firm.
• Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset.
• Ability to work well under pressure and prioritize tasks.

Nice To Haves

• A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably.
• Proficient programming skills in Python and familiarity with trading systems, Bloomberg, FactSet, and/or investment risk systems is a plus.

Responsibilities

• Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios.
• Monitoring cash and equitization, analyzing portfolio exposures, dispersion monitoring and account transition events.
• Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines.
• Monitoring positions and verifying that transactions are consistent with investors intent and client and regulatory guidelines.
• Interacting with many areas of the firm to improve processes and minimize operational risk.
• Provide additional value-added contributions to investment teams such as risk analysis, detailed portfolio data reporting and analysis, exposure tracking, and custom portfolio management.
• Partner with Investment Implementation Technology on the development of and enhancements to investment implementation and monitoring tools.

Benefits

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts and commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back-up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees