Fixed Income Portfolio Analyst

CFA Institute; Boston (MA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Retirement plan

Health & wellbeing benefits

Dental and vision coverage

Commuter program

CFA reimbursement

Paid time off

Employee assistance program

Job summary

Wellington Management in Boston seeks a Fixed Income Portfolio Analyst to join the Global Credit team and help implement investment strategies in client portfolios. You will work with portfolio managers and traders to rebalance portfolios and monitor positions, while analyzing performance and risk to support decision making.

The role emphasizes collaboration and rigorous analysis, with Python usage and a path toward CFA considered advantageous.

Qualifications

• Bachelor's degree or higher in a related field.
• Experience in fixed income analysis and portfolio support.
• Strong analytical, quantitative, and detail-oriented mindset.
• Programming in Python preferred.
• Ability to work under pressure and collaborate.
• Progress toward CFA or similar viewed favorably.

Responsibilities

• Interact with portfolio managers and traders to execute strategies.
• Rebalance portfolios based on guidelines and market changes.
• Monitor positions and verify transaction consistency.
• Analyze performance, risk exposures and sensitivities.
• Improve investment processes and internal tools.
• Support Securitized Team's investing process.

Skills

Python

Fixed income

Analytical skills

Data analysis

Interpersonal skills

Education

Undergraduate degree required

Post-graduate degree or CFA progress favorable

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

OVERVIEW

We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Global Credit team to implement their investment strategies in client portfolios.

The team offers a range of investment styles designed to meet the diverse needs of clients around the globe, with a focus on global credit, providing an exciting opportunity to work and learn in complex financial markets within a dynamic and collaborative environment.

RESPONSIBILITIES

Primary responsibilities:

• Interacting closely with portfolio managers, traders, and others across the firm to ensure timely and accurate execution of investment strategies across client portfolios

• Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines

• Monitoring positions and verifying that transactions are consistent with client guidelines

• Monitoring performance, risk exposures and key market sensitivities of positions in portfolios

• Collaborating with various areas of the firm to improve investment processes and minimize operational risks

• Maintaining and improving internal tools that support the Securitized Team's investing process

qualifications

• A minimum of 3-5 years of relevant professional experience in the fixed income space as a portfolio analyst, risk analyst, quantitative analysist or similar

• Demonstrated strong understanding of, and interest in, fixed-income investing

• Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset

• Experience working with large, complex datasets, and performing analysis that influences decision-making

• Proficient programming skills in Python are preferred

• Ability to think creatively and initiate projects that lead to improved implementation of strategies and trades

• Ability to work well under pressure and prioritize tasks

• Strong interpersonal skills to interact effectively with investment and other business professionals around the firm

• Strong academic credentials. An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably

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] .

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 80,000 - 150,000

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

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.