Hybrid Fixed Income Portfolio Analyst, Global Credit

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

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.