Solutions Analyst

Wellington Management • Boston, MA

2d • $80,000 - $150,000 • Hybrid

About The Position

The Solutions Analyst supports research and portfolio management for Wellington Management’s solutions portfolio management team. The team’s work includes portfolio oversight, rebalancing, risk and performance analysis, and research into long-term asset-class expectations across public and private assets. The role calls for a collaborative, detail-oriented professional who can contribute to both portfolio-management execution and investment research.

The analyst supports the WVB and broader solutions portfolio management teams on high-priority initiatives and operational needs; develops expertise in discretionary solutions, including investment rationale, portfolio templates, constraints, and turnover considerations; and assists with strategic rebalancing, position oversight, risk review, and performance monitoring. Research responsibilities include contributing to the framework for strategic portfolio design in public-private multi-asset products and solutions, enhancing strategic assumptions for private assets, and analyzing fundamental inputs to capital-market assumptions.

Wellington Management offers salary, variable compensation, and benefits. The position follows an in-office schedule of four days per week, with flexibility to work remotely one day per week.

Requirements

• Early-career profile with 3–5 years of experience.
• Intellectual curiosity, including the ability to ask good questions, solve problems, think entrepreneurially, develop tools, and adapt to client challenges.
• A fiduciary mindset, working responsibly and independently as part of a collaborative team focused on client outcomes, engaging in respectful debate, and knowing when to ask for help.
• Evidence of quantitative skill through research, education, portfolio construction, or risk management.
• Passion for technology, data analysis, risk, and portfolio construction, with the ability to learn and use new technology and analyze and manipulate data.

Nice To Haves

• Multi-asset exposure.

Responsibilities

• Contribute to high-priority initiatives and operational needs across the WVB and wider solutions portfolio management teams.
• Develop expertise in discretionary solutions, including their investment rationale, portfolio templates, constraints, and turnover considerations.
• Support the strategic rebalance process through analysis, execution assistance, and operational coordination.
• Strengthen position oversight, risk review, and performance monitoring across the solutions platform.
• Contribute to research and development of the framework for strategic portfolio design in public-private multi-asset products and solutions.
• Develop and enhance strategic assumptions related to private assets across the investment platform.
• Conduct research and analysis to support the fundamental inputs used in capital-market assumptions.

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 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
• Salary and variable compensation
• Potential discretionary corporate bonus and/or incentives, if eligible

What This Job Offers

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