Hybrid Solutions Analyst – Multi-Asset Portfolio & Research

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

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts and commute

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

Tuition/CFA reimbursement

Paid time off

Job summary

Wellington Management is seeking a role that supports both research and portfolio management within our solutions portfolio management team. You will help with portfolio oversight, rebalancing, risk and performance analysis, and research into long-term asset class expectations across public and private assets.

The position emphasizes collaboration, detail orientation, and the ability to contribute across portfolio management execution and investment research initiatives in a global setting.

Qualifications

• Early career professional with 3–5 years in investment research or portfolio management.
• Shows intellectual curiosity and entrepreneurial problem solving.
• Demonstrates fiduciary mindset and independent collaboration.
• Experience with multi-asset strategies and risk-aware portfolio construction.

Responsibilities

• Support portfolio management execution and rebalance activities.
• Contribute to risk review and performance monitoring.
• Assist in research for capital market assumptions and private assets.
• Collaborate across research and portfolio teams.

Skills

3-5 years exp

Intellectual curiosity

Fiduciary mindset

Multi-asset exposure

Quantitative skills

Tech & data analysis

Job description

Wellington Management is seeking a role that supports both research and portfolio management within our solutions portfolio management team. You will help with portfolio oversight, rebalancing, risk and performance analysis, and research into long-term asset class expectations across public and private assets.

The position emphasizes collaboration, detail orientation, and the ability to contribute across portfolio management execution and investment research initiatives in a global setting.