Investment Analyst

Wellington Management; Massachusetts; On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Retirement plan

Health & well-being benefits

Dental coverage

Vision coverage

Pharmacy coverage

Health savings account

Flexible spending accounts

Commuter program

Paid time off

CFA reimbursement

Job summary

Wellington Management is seeking an Investment Analyst for its Hedge Fund Investor Relations team. This role focuses on diversifying strategies, performing analyses on portfolio positioning, attribution and risk, and supporting client communications.

The candidate will create materials, review RFPs, and contribute to performance commentary while interacting with senior staff globally. The ideal candidate has 1–2 years of relevant experience, a finance/business degree, and strong Excel skills.

Qualifications

• Interest in alternative investments and strong data procurement/analysis skills.
• Proven ability to work with large data sets and manage data with attention to detail.
• Strong verbal and written communication skills.
• Ability to work independently and with a global team across many projects/tasks.

Responsibilities

• Perform analyses related to portfolio positioning, attribution and risk, market trends, and pricing.
• Create and maintain marketing materials, review/update RFPs, respond to client questions.
• Provide monthly/quarterly performance commentary and track allocations.
• Support internal PM updates, exposure analysis, and general flow data analyses.

Skills

Data analysis

Excel

Communication skills

Attention to detail

Team collaboration

Independence

Education

University degree

Tools

MS Excel

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.

About The Role

Hedge Fund Investor Relations

This role works closely with our Hedge Fund Investment teams, client relationship teams, risk teams and business colleagues across the firm to support our clients’ investment needs. It also broadly works with multiple functions such as performance, legal/compliance, fund treasury and fund services, marketing, technology, and trading. Our hedge fund platform spans a wide range of strategies including equity long/short and diversifying strategies. This role focuses on diversifying strategies, which includes global macro, credit long/short and multi‑strategy.

Key Objectives

• Product Ownership: Marketing, development, and servicing – contributing to client growth and retention by assessing business opportunities, leading business planning, developing new products and investment solutions, and creating the communication strategy for the book of business.
• Business Management – managing risk, capacity, pricing, guidelines, existing book of business, pipeline, data, and product messaging; leading resolutions of internal business challenges and executing the business plan for the strategy.
• Investment Integrity and Risk Management – acting as an independent advisor to ensure the integrity of the investment and risk management processes, conducting regular product risk and performance attribution reviews, and contributing to formal investment review group processes.

Investment Analyst Role and Responsibilities

The Investment Analyst will work as part of one or more product coverage teams within diversifying strategies to contribute to the broad efforts of Hedge Fund Investor Relations. Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional duties include creating and maintaining marketing materials, reviewing and updating RFPs, responding to client and prospect questions, providing monthly and quarterly performance commentary, tracking allocations, assisting with internal updates to PMs, exposure analysis, and general flow data and analysis.

The role requires skills in alternatives products, fixed income and equity markets, data analysis (creation, management, automation), and performance and risk analysis. The analyst will interact closely with investment directors and specialists, contributing to the review and evaluation of our hedge fund data, analytics and materials, and supporting product success in the marketplace.

Qualifications

Success in this role requires an interest in alternative investments, attention to detail, and proficiency in data procurement and analysis. A positive collegial attitude, high professionalism, initiative, and the ability to thrive in a fast‑paced, team‑oriented environment with tight deadlines are essential. Strong verbal and written communication skills are required.

Ideal Candidate Qualifications

• 1–2 years of directly relevant experience
• A university degree with strong academic credentials; finance, accounting or business‑related majors preferred
• CFA (or pursuing)
• Strong technical skills and mastery of MS Excel, particularly managing large amounts of data with attention to detail
• Strong communication skills and willingness to hit the ground running
• Attention to detail combined with a solutions‑oriented mindset
• Ability to write clearly and succinctly in a variety of communication settings
• Strong ownership, accountability and follow through
• Can work independently and collaborate with a global team across many projects/tasks
• Thoroughness, attention to detail, and ability to prioritize
• Grace under pressure with an ability to adapt to get things done
• Willingness to learn daily about our business and products

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skills, workplace experiences, and backgrounds.

Benefits

Base salary range: USD 80,000 – 150,000. All employees are eligible to receive salary, variable compensation, and benefits. Additional rewards may include a discretionary Corporate Bonus and/or Incentives, if eligible. We offer a comprehensive high‑value benefit package, including retirement plan, health and well‑being, dental, vision, pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, back‑up childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

Employees generally work from our offices four days a week with flexibility to work remotely one day a week, supporting a flexible work environment that enables employees to thrive personally and professionally.

Equal Opportunity Employer

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].