Investment Content Analyst

Wellington Management Company; Boston (MA); On-site; 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 COM mut

Job summary

Wellington Management is seeking an Investment Content Analyst to support cross-asset content strategy, translating investment research into clear, differentiated insights for institutional and wealth audiences worldwide.

The role collaborates with Investment Strategists, the Director of Content Strategy, and the Content Team to develop client-facing materials, charts, and data visualizations across macro, fixed income, equities, and multi-asset themes.

Qualifications

• 3-5 years of experience in asset management, financial services, or financial journalism, with a focus on investment research and investment content creation.
• Strong understanding of global markets, investment products, macroeconomic trends, asset classes, and investment approaches.
• Strong data visualization and charting skills, with an eye for clarity and the ability to effectively turn data into compelling investment messages and storytelling.
• Experience developing or supporting client-facing investment materials, including presentations, research reports, market commentary, or thought leadership.
• Excellent written and editorial skills, with the ability to communicate complex investment ideas clearly and accurately.
• Strong judgment regarding what is relevant to institutional, wealth, and intermediary audiences.
• Effective collaboration skills, with the ability to work across investment, client, and commercial teams.
• Strong organizational skills and attention to detail, with the ability to manage multiple deliverables and timelines.
• Presentation and communication skills, with the flexibility to support overflow strategist or commercial engagements as needed.
• Familiarity with financial data platforms and research tools.
• Experience with platforms such as Bloomberg, FactSet, Morningstar, or similar tools is advantageous.
• A bachelor’s degree in finance, economics, journalism, or a related field.
• A CFA designation, CFA candidacy, or another relevant investment qualification is a plus.

Responsibilities

• Conduct investment, market, competitive, and thematic research to support the development of timely and differentiated content.
• Partner closely with the Director of Content Strategy and Investment Strategists to develop client-facing content in support of our priority investment themes across asset classes and audiences.
• Collaborate with Investment Directors, Macro Strategists, broader investment teams, and commercial partners within the firm to surface and integrate key themes, client questions, market insights, and investment narratives.
• Synthesize complex investment research and strategist’s perspectives into clear findings, key messages, supporting evidence, and client-relevant implications.
• Develop charts, data visualizations, presentation materials, other research and strategy-driven content components for use across wealth and institutional channels, including building and maintaining a library of “ready-to-use” content to support client conversations across wealth and institutional channels.
• Ensure that research, data, and investment messaging are accurate, appropriately sourced, current, and consistent across related materials, acting as a central point of coordination across teams.
• Capture and synthesize feedback and insights from strategist and client interactions, sharing key themes with internal stakeholders to inform ongoing content priorities and client engagement.
• Incorporate new tools and technologies, including AI-enabled research and content solutions, to improve the speed, consistency, and scalability of content creation and delivery.
• Coordinate effectively across investment, content, market data services, compliance, and commercial teams to support the timely delivery of investment content.

Skills

Investment research

Content creation

Data visualization

Editorial skills

Presentation skills

Cross-functional collaboration

Communication

Attention to detail

Education

Bachelor’s degree in finance/economics/journalism or related field

Tools

Bloomberg

FactSet

Morningstar

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 POSITION We are seeking an Investment Content Analyst to support the execution of our cross–asset investment content strategy in close partnership with Investment Strategists, the Director of Content Strategy, and the Content Team. This role will help translate the firm’s investment research and strategists’s perspectives into clear, differentiated, high-quality insights for institutional and wealth audiences globally—an important component of our competitive edge as a firm grounded in fundamental research. The analyst will conduct research, synthesize investment views, develop charts and data visualizations, and build reusable content components to be incorporated into presentations, papers, digital content, and client communications. Working across macroeconomics, geopolitics, fixed income, equities, and multi-asset perspectives and topics, the analyst will serve as a bridge and critical connector across investment strategy and other teams to help ensure consistency, quality, and alignment of messaging. The role requires strong investment fluency, intellectual curiosity, data and research capabilities, strong communication and writing skills, and the know-how to identify and very clearly communicate the most relevant implications of complex market developments for wealth and institutional audiences.

Responsibilities

• Conduct investment, market, competitive, and thematic research to support the development of timely and differentiated content.
• Partner closely with the Director of Content Strategy and Investment Strategists to develop client-facing content in support of our priority investment themes across asset classes and audiences.
• Collaborate with Investment Directors, Macro Strategists, broader investment teams, and commercial partners within the firm to surface and integrate key themes, client questions, market insights, and investment narratives.
• Synthesize complex investment research and strategist’s perspectives into clear findings, key messages, supporting evidence, and client-relevant implications.
• Develop charts, data visualizations, presentation materials, other research and strategy-driven content components for use across wealth and institutional channels, including building and maintaining a library of “ready-to-use” content to support client conversations across wealth and institutional channels.
• Ensure that research, data, and investment messaging are accurate, appropriately sourced, current, and consistent across related materials, acting as a central point of coordination across teams.
• Capture and synthesize feedback and insights from strategist and client interactions, sharing key themes with internal stakeholders to inform ongoing content priorities and client engagement.
• Incorporate new tools and technologies, including AI-enabled research and content solutions, to improve the speed, consistency, and scalability of content creation and delivery.
• Coordinate effectively across investment, content, market data services, compliance, and commercial teams to support the timely delivery of investment content.

Qualifications

• The successful candidate is likely to have: 3-5 years of experience in asset management, financial services, or financial journalism, with a focus on investment research and investment content creation.
• Strong understanding of global markets, investment products, macroeconomic trends, asset classes, and investment approaches.
• Strong data visualization and charting skills, with an eye for clarity and the ability to effectively turn data into compelling investment messages and storytelling.
• Experience developing or supporting client-facing investment materials, including presentations, research reports, market commentary, or thought leadership.
• Excellent written and editorial skills, with the ability to communicate complex investment ideas clearly and accurately.
• Strong judgment regarding what is relevant to institutional, wealth, and intermediary audiences.
• Effective collaboration skills, with the ability to work across investment, client, and commercial teams.
• Strong organizational skills and attention to detail, with the ability to manage multiple deliverables and timelines.
• Presentation and communication skills, with the flexibility to support overflow strategist or commercial engagements as needed.
• Familiarity with financial data platforms and research tools.
• Experience with platforms such as Bloomberg, FactSet, Morningstar, or similar tools is advantageous.
• A bachelor’s degree in finance, economics, journalism, or a related field.
• A CFA designation, CFA candidacy, or another relevant investment qualification is a plus.

JOB TITLE Investment Content Analyst JOB FAMILY Product Management LOCATION 280 Congress

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 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 or 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.

• retirement plan
• health and wellbeing
• dental
• vision
• 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
• 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.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to our clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. 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.

For more information, please visit https://www.wellington.com/en/