Investment Analyst - Hybrid (Data, Risk & Client Solutions)

eFinancialCareers Ltd.; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Wellington Management is seeking an Investment Analyst to join the AMS Product Management group. You will provide analytical leverage on portfolio positioning, attribution and risk, market trends, and competitive pricing, and serve as a point of contact for internal inquiries about the investment teams and products under coverage.

Responsibilities include performing analyses, supporting the creation and maintenance of client materials, reviewing RFPs, automating workflows, and collaborating on

Qualifications

• 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.

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 and be a point of contact for inquiries about the investment teams and products under coverage.
• Responsibilities include 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 client solutions and new investment approaches.

Skills

Analytical skills

Attention to detail

Communication

Presentation skills

Teamwork

Proactive

MS Excel

Factset

Education

Bachelor's degree

Tools

MS Excel

Factset

Job description

Wellington Management is seeking an Investment Analyst to join the AMS Product Management group. You will provide analytical leverage on portfolio positioning, attribution and risk, market trends, and competitive pricing, and serve as a point of contact for internal inquiries about the investment teams and products under coverage.

Responsibilities include performing analyses, supporting the creation and maintenance of client materials, reviewing RFPs, automating workflows, and collaborating on