Investment Analyst – Product & Market Analytics (Hybrid)

CFA Institute; Greater London; Hybrid; GBP 52.000 - 76.000; Vollzeit

Zusammenfassung

Wellington Management is seeking an Investment Analyst to support AMS Product Management by providing analytical leverage on portfolio positioning, risk and market trends. You will collaborate across teams to answer inquiries about products and investment teams under coverage.

Responsibilities include creating client materials, reviewing RFPs, and helping automate workflows, with opportunities to contribute to new investment approaches in a fast-paced, global team.

Qualifikationen

• Bachelor's degree with strong academic credentials.
• 2-5 years of relevant experience; progress towards CFA/CAIA preferred.
• Analytical skills to organize data and reach conclusions.
• Ability to write clearly and present effectively.

Aufgaben

• Analyze portfolio positioning, attribution and risk, market trends.
• Assess competitive positioning and pricing of investment products.
• Create/maintain marketing and client materials; respond to client questions.
• Automate workflows and collaborate on client solutions and new approaches.

Kenntnisse

Analytical skills

MS Excel

Data synthesis

Presentation skills

Team collaboration

Financial modeling

Ausbildung

Bachelor's degree

Progress towards CFA/CAIA

Tools

MS Excel

Factset

Jobbeschreibung

Wellington Management is seeking an Investment Analyst to support AMS Product Management by providing analytical leverage on portfolio positioning, risk and market trends. You will collaborate across teams to answer inquiries about products and investment teams under coverage.

Responsibilities include creating client materials, reviewing RFPs, and helping automate workflows, with opportunities to contribute to new investment approaches in a fast-paced, global team.