Investment Analyst

Wellington Management Company; Hong Kong; On-site; HKD 360,000 - 600,000; Full time

Job summary

Wellington Management in Hong Kong is seeking an Investment Analyst to support portfolio analysis, positioning, attribution and risk across equity strategies. You will contribute to client materials and respond to client questions while collaborating with global teams.

The role requires a strong academic record, solid analytical ability, and the capacity to communicate clearly with various stakeholders. Expertise in Excel, Factset, and familiarity with AI tools is a plus.

Qualifications

• A bachelor’s degree with very strong academic credentials; 1–2 years of relevant experience preferred.
• Demonstrated analytical abilities to organize data and draw conclusions.
• Strong judgment, intellectual curiosity, and willingness to think differently.
• Attention to detail with a solution‑oriented mindset.
• Ability to write clearly and succinctly in varied settings.
• Strong verbal communication skills for presenting concepts.

Responsibilities

• Perform analyses related to portfolio positioning, attribution, risk, and market trends across covered strategies.
• Create and maintain marketing and client materials; assist with client questions and meetings; help automate workflows as needed.

Skills

Bachelor degree

Analytical skills

Communication

Attention to detail

Clear writing

Verbal communication

Investing knowledge

MS Excel

Factset

AI tools

Education

Bachelor's degree

Tools

MS Excel

Factset

AI tools (plus)

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 Investment Analyst, Hong Kong

The Equity Product Management (“EPM”) group at Wellington Management works closely with our equity investment teams, relationship teams, and business colleagues across the firm to support our clients’ investment needs. Our equity investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The product management function has three main objectives: Product Commercialization and Growth: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes. Business Management: EPM contributes to business management, including managing risk, capacity, pricing and guidelines, leads resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product development best practices.

ROLE & RESPONSIBILITIES

• Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market and industry trends, competitive positioning, pricing, and business opportunities across covered strategies.
• Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, participation in external client and prospect meetings, automation of workflow, and collaboration on the development of client solutions and new investment approaches.

QUALIFICATIONS

• A bachelor’s degree with very strong academic credentials and a record of achievement 1-2 years of relevant experience 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
• Strong verbal communication skills with an interest in developing confidence and effectiveness in presenting investment and business concepts to a range of audiences
• Intellectual curiosity about markets, client needs, and business dynamics, with an interest in developing commercial judgment over time
• Interest in understanding industry trends, competitive developments, and the factors that influence investment product growth and client adoption
• Proactive with an ability to work both independently and in collaboration with a global team
• Aptitude to build relationships and collaborate effectively across diverse teams, cultures, and perspectives
• Strong technical skills; mastery of MS Excel, familiarity with Factset, and comfort working with AI tools 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

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.

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