Investment Analyst

Wellington Management; New York (NY); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Hybrid work arrangement

Job summary

Wellington Management in New York is seeking an Investment Analyst focused on private equity products. You will support product management, performance analytics, client reporting, and fundraising activities within a collaborative, fast-paced team.

The ideal candidate has 2–5 years of relevant experience and is pursuing CFA/CAIA certification, with strong Excel skills and a university degree. This hybrid role combines office and remote work to support global clients.

Qualifications

• Interest in markets and private investments.
• Strong analytical skills and ability to organize and interpret data to reach conclusions.
• Excellent written and verbal communication, with ability to present to stakeholders.

Responsibilities

• Support Investment Directors and Specialists across product management and investment-related responsibilities.
• Collaborate with senior Private Investment team on analytical work (performance/IRR, risk, portfolio analysis).
• Prepare and review fund documents, content, and marketing materials for external clients and prospects.
• Assist in development and integration of technology initiatives.
• Support fundraising and investor due diligence requests, and development of new investment strategies.
• Participate in meetings with clients, prospects, and consultants to communicate investment philosophy and performance.

Skills

Analytical skills

Verbal communication

Written communication

Independent work

Team collaboration

Education

Progress towards CFA or CAIA

Bachelor's degree with strong academics

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

The Private Investments – Investment Analyst position is a multi-faceted role supporting the business management, investment oversight, and client service needs of private investment products. The person who fills this position will support a wide range of business and investment-related activities including product management, performance and portfolio analytics, client service, client reporting, marketing, working with outside vendors, and inter-departmental projects. This role requires strong analytical skills, including knowledge of global financial and private markets, performance and portfolio analysis techniques, and the ability to thrive in a fast-paced, detail-oriented environment.

They will be expected to collaborate with other colleagues within Wellington; in particular, Alternative Directors, Fund Services, Private Investment Technology, Private Investment Services, Marketing, and Compliance. We are looking for candidates with an entrepreneurial spirit to contribute to building a new business line within our organization. This role will be focused on the firm’s private equity strategies.

ROLE AND RESPONSIBILITIES

• The Private Investments – Investment Analyst’s primary responsibilities will include the following:
• Support Investment Directors and Specialists across product management, business and investment-related responsibilities
• Collaborate with senior members of the Private Investment team to perform analytical work supporting the management and oversight of the Private Equity products (performance/IRR, risk, and portfolio analysis, etc.)
• Prepare and review fund documents, content, and marketing materials, including RFPs, to be shared externally with clients and prospects
• Assist in the development and integration of technology initiatives
• Supporting the Investment Directors and Specialists, and Business Developers in sales and relationship management activities, including fundraising, investor due diligence requests, ongoing investor requests, and the development of new investment strategies
• Over time, participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, portfolio companies, and performance

QUALIFICATIONS

Success in the role requires an interest in markets, passion for learning, and a willingness to own one’s own development. 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 seek individuals that possess the analytical skills and ability to organize and interpret investment data to reach conclusions as well as effective verbal and written communication skills.

Further, the ideal candidate will possess the following qualifications:

• 2-5 years of relevant experience and progress towards the CFA or CAIA are preferred
• A university degree with very strong academic credentials
• Working knowledge of and interest in Private investments
• Strong technical skills and mastery of MS Excel
• 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
• Ability to work both independently and in collaboration with a global team
• Creativity, thoroughness, and ability to prioritize

JOB TITLE

Investment Analyst

JOB FAMILY

Product Management

LOCATION

New York

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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].

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.