Fixed Income Portfolio Analyst

Financeroles; Boston (MA); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

retirement plan

health and wellbeing

dental

vision

pharmacy coverage

health savings account

flexible spending accounts and commut

employee assistance program

life and disability insurance

adoption assistance

back-up childcare

tuition/CFA reimbursement and paidtime

Job summary

Wellington Management in Boston seeks a Fixed Income Portfolio Analyst to work with the Global Credit team to implement investment strategies in client portfolios within a collaborative, global environment. You will rebalance portfolios, monitor positions and risk, and help improve investment processes.

A 3–5 year background in fixed income and Python skills are highly valued; undergraduate degree required, CFA progress encouraged.

Qualifications

• Minimum 3–5 years of relevant experience in fixed income as portfolio analyst, risk analyst, or similar.
• Demonstrated understanding of, and interest in, fixed-income investing.
• Strong analytical, a quantitative orientation, and detail-oriented mindset.
• Experience working with large, complex datasets, and performing analyses that influence decisions.
• Proficient programming skills in Python are preferred.
• Ability to initiate projects that improve implementation of strategies and trades.
• Ability to work well under pressure and prioritize tasks.
• Strong interpersonal skills to interact with investment and business professionals.
• Undergraduate degree required; postgraduate degree or CFA progress viewed favorably.

Responsibilities

• Interacting with portfolio managers, traders, and others to ensure timely execution of investment strategies across client portfolios.
• Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and client guidelines.
• Monitoring positions and verifying 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.

Skills

Fixed income investing

Analytical skills

Interpersonal skills

Ability to work under pressure

Data analysis

Education

Bachelor's degree

Progress toward CFA or CFA

Tools

Python

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,providingan exciting opportunity to work and learn in complex financial markets within a dynamic and collaborative environment.

RESPONSIBILITIES

Primary responsibilities:

• Interacting closely withportfoliomanagers,traders, and others across the firmto ensuretimelyandaccurateexecution of investment strategies across client portfolios

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

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

• Monitoring performance, riskexposuresand 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

The successful candidate for this position is likely tohave:

• A minimum of 3-5 years of relevant professional experiencein thefixed incomespaceas 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 adetail-orientedmindset

• Experience working with large,complexdatasets,andperforminganalysis that influences decision-making

• Proficient programming skills in Pythonarepreferred

• 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 isrequired. A post-graduate degree or relevant professional qualification (e.CFA), or progress towards one, would be viewed favorably

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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 salaryis 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.

• retirement plan
• health and wellbeing
• dental
• vision
• 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.