Fixed Income Product Analyst — Strategy & Client Solutions

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

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Commutable program

Life and disability insurance

Tuition CFA reimbursement

Job summary

Wellington Management Company is seeking an Investment Analyst for the Fixed Income Product Management team based in Boston, MA. The role collaborates with fixed income investment teams, relationship teams, and business colleagues to develop investment solutions, assess portfolio positioning, and communicate strategy to clients and consultants.

Strong analytical and communication skills are essential. The position offers exposure to a broad set of markets and a path to CFA progression, with a

Qualifications

• Bachelor’s degree with strong academic credentials and demonstrated analytical abilities.
• Progress toward CFA is preferred.
• Demonstrated analytical skills including data organization and synthesis.
• Strong judgment, curiosity, and ability to contribute unique perspectives.
• Proactive, self-starter attitude with ownership of outcomes.
• Attention to detail and a solutions-focused mindset.
• Excellent writing skills and ability to present clearly.
• Ability to work independently and with a global team.
• Strong technical skills and experience with Excel and market data tools.

Responsibilities

• Perform analyses to ensure portfolio integrity and assess risk exposures.
• Contribute to development of new investment strategies and client solutions.
• Conduct market and competitive analysis to position portfolios.
• Prepare white papers and presentation materials to differentiate offerings.
• Communicate investment philosophy, strategy, and performance in client meetings.

Skills

Analytical skills

Communication

Team collaboration

Self-starter

Attention to detail

Education

Bachelor’s degree

Tools

MS Excel

eVestment

FactSet

Morningstar

AI tools

Job description

Wellington Management Company is seeking an Investment Analyst for the Fixed Income Product Management team based in Boston, MA. The role collaborates with fixed income investment teams, relationship teams, and business colleagues to develop investment solutions, assess portfolio positioning, and communicate strategy to clients and consultants.

Strong analytical and communication skills are essential. The position offers exposure to a broad set of markets and a path to CFA progression, with a