Solutions Analyst

Wellington Management • Boston, MA

2d • $80,000 - $150,000 • Hybrid

About The Position

The Solutions Analyst supports the research and portfolio management work of Wellington Management’s solutions portfolio management team. The team oversees portfolios, rebalances them, analyzes risk and performance, and researches long-term asset-class expectations across public and private assets. The role calls for a collaborative, detail-oriented professional who can contribute to portfolio-management execution and investment research.

The analyst supports the WVB and broader solutions portfolio management teams on high-priority initiatives and operational needs, and develops expertise in discretionary solutions, including their investment rationale, portfolio templates, constraints, and turnover considerations. The role also supports strategic rebalancing through analysis, execution assistance, and operational coordination, while strengthening position oversight, risk review, and performance monitoring across the solutions platform.

On the research side, the analyst contributes to developing the framework for strategic portfolio design in public-private multi-asset products and solutions, develops and enhances strategic assumptions for private assets across the investment platform, and conducts research and analysis supporting the fundamental inputs used in capital market assumptions.

Requirements

• 3–5 years of experience; described as an early-career role.
• Intellectual curiosity, including the ability to ask good questions, solve problems, think entrepreneurially, develop tools, and adapt to client challenges.
• A fiduciary mindset, with the ability to work responsibly and independently within a collaborative team focused on client outcomes, engage in respectful debate, and know when to ask for help.
• Evidence of quantitative skill through research, degree, portfolio construction, or risk management.
• Ability to learn and use new technology and analyze and manipulate data.

Nice To Haves

• Multi-asset exposure.
• Passion for technology, data analysis, risk, and portfolio construction.

Responsibilities

• Contribute to high-priority initiatives and operational needs for the WVB and broader solutions portfolio management teams.
• Develop expertise in discretionary solutions, including investment rationale, portfolio templates, constraints, and turnover considerations.
• Support strategic rebalancing 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 supporting the fundamental inputs used in capital market assumptions.

Benefits

• Salary, variable compensation, and benefits; eligible employees may also receive a discretionary Corporate Bonus and/or incentives.
• Retirement plan.
• Health and wellbeing coverage.
• Dental, vision, and pharmacy coverage.
• Health savings account and 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.
• Flexible work environment, with remote work flexibility one day per week.

What This Job Offers

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