Hybrid Investment Strategy Analyst

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

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental coverage

Vision coverage

Life and disability insurance

Paid time off

Job summary

Wellington Management in Boston, MA seeks a candidate to support both the research and portfolio management for the solutions portfolio management team. The role includes portfolio oversight, rebalancing, risk and performance analysis, and research into long-term asset class expectations across public and private assets.

Ideal candidates will have 3–5 years of experience, strong quantitative skills, and a fiduciary mindset in a collaborative environment dedicated to client outcomes.

Qualifications

• 3-5 years of experience in research, portfolio management, or related roles.
• Demonstrated quantitative skills and ability to analyze data.
• Fiduciary mindset with independent yet collaborative approach.
• Ideally exposure to multi-asset class portfolios and investment frameworks.

Responsibilities

• Support portfolio management execution and investment research initiatives.
• Contribute to portfolio oversight, risk review and performance analysis.
• Develop tools and frameworks for capital market assumptions and asset-class research.

Skills

Early career

Quantitative skills

Fiduciary mindset

Multi-asset exposure

Tech and data analysis

Intellectual curiosity

Job description

Wellington Management in Boston, MA seeks a candidate to support both the research and portfolio management for the solutions portfolio management team. The role includes portfolio oversight, rebalancing, risk and performance analysis, and research into long-term asset class expectations across public and private assets.

Ideal candidates will have 3–5 years of experience, strong quantitative skills, and a fiduciary mindset in a collaborative environment dedicated to client outcomes.