Investment Analyst

UNKNOWN; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

The Investment Analyst at Wellington Management will join one or more product coverage teams within the AMS Product Management group to provide analytical leverage and serve as a contact for internal stakeholders on investment teams and products.

You will perform analyses on portfolio positioning, attribution and risk, monitor market trends, and assist with client materials, RFP responses, workflow automation, and development of client solutions and new investment approaches.

Qualifications

• Demonstrated interest in investment topics with strong analytical skills.
• 2-5 years of relevant experience and progress towards CFA or CAIA preferred.
• Ability to organize and synthesize data to reach conclusions.
• Attention to detail with a solutions-oriented mindset.

Responsibilities

• Provide analytical leverage to product coverage teams and act as a point of contact for inquiries about investment teams and products under coverage.
• Perform analyses related to portfolio positioning, attribution and risk, market trends, and pricing.
• Create and maintain marketing and client materials, review RFPs, and respond to client questions.
• Automate workflow and collaborate on client solutions and new investment approaches.

Skills

Analytical skills

Portfolio analysis

Quantitative analysis

MS Excel

Factset

Presentation skills

Education

Bachelor's degree

CFA/CAIA progress

Tools

MS Excel

Factset

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.

About the Role

RESPONSIBILITIES

The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of the AMS Product Management group. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage. Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches.

QUALIFICATIONS

Success in the role requires a demonstrated interest in investment topics and passion for learning, as well as strong analytical skills. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast‑paced, team‑oriented environment with tight deadlines.

• A Bachelor's degree with very strong academic credentials and a record of achievement
• 2-5 years of relevant experience and progress towards the CFA or CAIA are preferred
• Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
• Attention to detail combined with a solutions‑oriented mindset
• Ability to write clearly and succinctly in a variety of communication settings
• Articulate with an interest in developing presentation skills
• Proactive with an ability to work both independently and in collaboration with a global team
• Strong technical skills; mastery of MS Excel and familiarity with Factset are a plus but not essential
• Ability to organize, manage, and prioritize time well
• Grace under pressure with an ability to adapt to get things done

Not sure you meet 100% of our qualifications? That’s ok. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi‑asset, and alternative strategies. As a private partnership whose sole business is investment management, our long‑term views and interests are aligned with those of our clients.

We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject‑matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

For more information, please visit https://www.wellington.com/en/.