Hybrid Investment Specialist, Multi-Asset Solutions

Wellington Management

Boston (MA)

On-site

USD 120,000 - 225,000

Full time

14 days+
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Benefits offered by this job

Flexible work arrangements
Comprehensive benefits
Retirement plan

Job summary

Wellington Management in Boston, MA is seeking an Investment Specialist for Multi Asset Solutions. The role focuses on portfolio positioning, performance analysis, and risk assessment, with responsibilities spanning market trends, client materials, and strategy development to meet client objectives.

The successful candidate will work with a global team, demonstrate strong analytical skills, and communicate investment philosophy clearly.

Qualifications

  • Demonstrated interest in investment topics with strong analytical skills.
  • Positive, collegial attitude and professionalism.
  • Ability to work under tight deadlines in a fast-paced, team environment.
  • Ability to write clearly in various settings.
  • Global perspective and language skills seen favorably.

Responsibilities

  • Perform analyses related to portfolio positioning, performance and risk.
  • Analyze market trends and pricing; assess competitive positioning.
  • Develop new investment strategies and client solutions.
  • Create and maintain marketing and client materials; respond to RFPs.
  • Prepare white papers and presentations to differentiate portfolios.

Skills

Industry experience
MBA/CFA desirable
Advanced analytics
Attention to detail
Judgment & curiosity
Clear writing
Presentation skills
Independent & global collaboration
MS Excel
FactSet familiarity

Education

MBA or CFA desirable

Tools

FactSet

Job description

Wellington Management in Boston, MA is seeking an Investment Specialist for Multi Asset Solutions. The role focuses on portfolio positioning, performance analysis, and risk assessment, with responsibilities spanning market trends, client materials, and strategy development to meet client objectives.

The successful candidate will work with a global team, demonstrate strong analytical skills, and communicate investment philosophy clearly.

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