Equity Solutions Portfolio Manager

Wellington Management Co; Boston (MA); On-site; USD 120,000 - 225,000; Full time

Benefits offered by this job

retirement plan

health and wellbeing

dental

vision

commuter program

paid time off

Job summary

Wellington Management is seeking an Allocator/Portfolio Manager for the Equity Solutions Platform. You will support multi-manager and multi-asset allocation, contribute to PM allocation discussions, and generate research used by clients and internal teams.

The role involves collaborating with researchers, designing new solutions, and engaging with clients on the lifecycle of solutions. A quantitative, research-driven mindset is essential.

Qualifications

• Track record of meeting client objectives and delivering solutions investing.
• Strong research process for capital allocation across multi-manager and multi-asset strategies.
• Ability to work independently and in a collaborative, debate-friendly culture.
• Experience analyzing drivers of returns and risk using established models.

Responsibilities

• Manage Equity Solutions to drive strong investment results for clients.
• Contribute inputs to allocation discussions with views on risk, managers, and markets.
• Generate original research for the team and clients.
• Collaborate with allocation and research teams to enhance analytics.
• Design and implement new solutions with client-facing teams.

Skills

Client objectives

Investment research

Risk modelling

Capital allocation

Communication skills

Education

Advanced degree in quantitative field

CFA or CAIA preferred

Tools

Barra

Axioma

Bloomberg

FactSet

Morningstar

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

The Wellington Solutions team is responsible for multi-manager, multi-asset and custom solutions, managing various outcome-oriented portfolios on behalf of clients. The team also provides bespoke research and advice across various topics such as equity research, manager/strategy research, fundamental factors, risk, and portfolio construction. We are seeking an Allocator/Portfolio Manager to support the manager/strategy research and allocation effort for the Solutions Platform. Wellington Solutions manages $24 billion in equity solutions and $78 billion overall. The Allocator/PM will complement our Solutions team by bringing additional dedicated multi-manager allocation experience.

RESPONSIBILITIES

• Managing Equity Solutions to drive strong investment results on behalf of clients;
• Contributing key inputs to PM allocation discussion with views on risk, manager allocations, and markets;
• Generate original research for use by the team, the firm, and clients;
• Participating in the strong investment culture and dialogue of the team and the firm;
• Developing a deep understanding of firm internal investment capabilities and opportunities;
• Collaborating with the broader investment platform leadership for succession and talent planning, including talent identification and the expansion of allocation opportunities Spearheading development of comprehensive solutions leveraging the team’s manager and factor research process;
• Working side-by-side with the allocator team and manager/strategy research focused analysts to help understand PM positioning and enable a more efficient capital allocation process;
• Work directly with clients and internal client facing teams on designing new solutions and managing ongoing solutions lifecycle events;
• Collaborating with the other allocators and researchers on the team to help drive best-in-class analytics across the platform;

QUALIFICATIONS

• Successful track record with meeting client objectives and solutions investing utilizing a robust process / disciplined approach leveraging risk management tools and manager and market research
• Passion for investing with a proven research process for capital allocation
• Work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes
• A demonstrated ability to understand drivers of manager returns to active strategies and leverage risk models in capital allocation process (e.g. Barra, Axioma, Bloomberg)
• Proven expertise in analyzing drivers of return and risk (e.g. FactSet, Morningstar, style research)
• Demonstrated track record of producing research (content)
• Thrive in a multi-faceted, fast-paced environment with multiple competing deadlines
• Essential traits such as intellectual curiosity, versatility, creative problem solving, strong work ethic and attention to detail
• Strong interpersonal and communication skills (verbal and written (as evidenced by a track record of producing relevant content) which are critical to success in Wellington’s collaborative and interactive culture
• Experience modeling and designing data and architecture to support investment processes considered a plus/favorably A history of academic achievement; advanced degree in a quantitative field (finance, economics, mathematics, physical sciences, or statistics) and CFA or CAIA charter are preferred

JOB TITLE Equity Solutions Portfolio Manager JOB FAMILY Portfolio Management LOCATION 280 Congress

Not sure you meet 100% of our qualifications? That’s ok.

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.

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 considers all qualified applicants will receive 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].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 120,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach.

Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.

Examples of our benefits include:

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back-up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence)
• paid holidays
• volunteer
• sick
• vacation time

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.

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