Hybrid Investment Analyst: Portfolio Analytics & Solutions

Wellington Management Company LLP; United States; Hybrid; USD 80,000 - 120,000; Full time

Job summary

Wellington Management Company LLP is seeking an Investment Analyst to support product coverage teams within the AMS Product Management group. The role focuses on analytical leverage and serving as a point of contact for internal stakeholders regarding investment teams and covered products.

Responsibilities include portfolio positioning, attribution and risk analyses, market trends, and pricing. You will also create marketing materials, review RFPs, and collaborate on client solutions while

Qualifications

• Bachelor's degree required with strong academic credentials.
• 2-5 years of relevant experience and progress toward CFA or CAIA preferred.
• Demonstrated analytical ability to organize and synthesize data.
• Strong judgment, curiosity, and ability to present clearly.

Responsibilities

• Perform analyses related to portfolio positioning, attribution and risk.
• Analyze market trends, competitive positioning and pricing.
• Create and maintain marketing and client materials; review RFPs.
• Respond to client questions and automate workflows where possible.
• Collaborate on client solutions and new investment approaches.

Skills

Bachelor's degree

Analytical skills

2-5 years experience

CFA/CAIA progress

Strong communication

Presentation skills

Proactive with global team

Education

Bachelor's degree

Tools

MS Excel

Factset

Job description

Wellington Management Company LLP is seeking an Investment Analyst to support product coverage teams within the AMS Product Management group. The role focuses on analytical leverage and serving as a point of contact for internal stakeholders regarding investment teams and covered products.

Responsibilities include portfolio positioning, attribution and risk analyses, market trends, and pricing. You will also create marketing materials, review RFPs, and collaborate on client solutions while