Investment Analyst

Wellington Management Company LLP; United States; Hybrid; USD 80,000 - 120,000; Full time

Job summary

Wellington Management Company LLP is seeking an Investment Analyst to support product coverage teams within the AMS Product Management group. The role focuses on analytical leverage and serving as a point of contact for internal stakeholders regarding investment teams and covered products.

Responsibilities include portfolio positioning, attribution and risk analyses, market trends, and pricing. You will also create marketing materials, review RFPs, and collaborate on client solutions while

Qualifications

• Bachelor's degree required with strong academic credentials.
• 2-5 years of relevant experience and progress toward CFA or CAIA preferred.
• Demonstrated analytical ability to organize and synthesize data.
• Strong judgment, curiosity, and ability to present clearly.

Responsibilities

• Perform analyses related to portfolio positioning, attribution and risk.
• Analyze market trends, competitive positioning and pricing.
• Create and maintain marketing and client materials; review RFPs.
• Respond to client questions and automate workflows where possible.
• Collaborate on client solutions and new investment approaches.

Skills

Bachelor's degree

Analytical skills

2-5 years experience

CFA/CAIA progress

Strong communication

Presentation skills

Proactive with global team

Education

Bachelor's degree

Tools

MS Excel

Factset

Job description

The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of the AMS Product Management group. 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, and collaboration on the development of client solutions and new investment approaches.

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.

Success in the role requires a demonstrated interest in investment topics and passion for learning, as well as strong analytical skills. 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 or CAIA 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 and familiarity with Factset 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

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.