Investment Analyst

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

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental coverage

Vision coverage

Commuter program

CFA reimbursement

Paid time off

Job summary

Wellington Management seeks an Investment Analyst within the Equity Product Management (EPM) group to support portfolio analysis, attribution, and client materials. You will collaborate with equity teams, relationship teams, and business colleagues to deliver insights and solutions.

The role emphasizes analytical rigor, communication, and teamwork in a fast-paced environment, with a hybrid work model and opportunities to grow within a leading investment firm.

Qualifications

• Bachelor’s degree with very strong academic credentials and a record of achievement.
• 2–5 years of relevant experience and progress towards the CFA preferred.
• Demonstrated analytical skills to organize and synthesize data to reach conclusions.
• Strong judgment, curiosity, and ability to work under tight deadlines.
• Ability to write clearly in various settings.

Responsibilities

• Provide analytical leverage to the team on portfolio positioning, attribution and risk.
• Develop and maintain marketing and client materials, respond to client questions.
• Assist with automation of workflow and development of client solutions.

Skills

MS Excel

FactSet

AI tools

Analytical skills

Written communication

Education

Bachelor’s degree

CFA progress

Tools

MS Excel

FactSet

Job description

About Us

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

About The Role The Equity Product Management (“EPM”) group at Wellington Management works closely with our equity investment teams, relationship teams, and business colleagues across the firm to support our clients’ investment needs. Our equity investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The product management function has three main objectives:

• Product Development and Marketing: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.
• Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.
• Business Management: EPM contributes to business management, including managing risk, capacity, pricing and guidelines, leads resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product development best practices.

Role & Responsibilities

The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of EPM. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage. Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, presenting in select external client meetings, and collaboration on the development of client solutions and new investment approaches.

Qualifications

Success in the role requires a demonstrated interest in equity investing and passion for learning. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.

We Are Seeking Candidates Who Display The Following Characteristics

• A Bachelor’s degree with very strong academic credentials and a record of achievement
• 2-5 years of relevant experience and progress towards the CFA are preferred
• Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
• Attention to detail combined with a solutions-oriented mindset
• Ability to write clearly and succinctly in a variety of communication settings
• Articulate with an interest in developing presentation skills
• Proactive with an ability to work both independently and in collaboration with a global team
• Strong technical skills; mastery of MS Excel, familiarity with Factset, and comfort working with AI tools are a plus but not essential
• Ability to organize, manage, and prioritize time well
• Grace under pressure with an ability to adapt to get things done

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 skill, workplace experiences, and backgrounds.

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].

Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 80,000 - 150,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and 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)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.