Investment Director, Equity Product Management

Socket.dev; Boston (MA); Hybrid; USD 120,000 - 225,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive benefits package

Job summary

Wellington Management is seeking an Investment Director (Product Specialist/Client Portfolio Manager) to lead equity product strategy and client engagement in the US and beyond. You will partner with Portfolio Management, BD, and Risk teams to shape investment processes, markets education, and client communications.

The role emphasizes strategic marketing, portfolio analysis, and a solid investments foundation. A long-term, collaborative mindset and strong leadership are essential.

Qualifications

• The successful candidate has a strong academic background, ideally including a post-graduate qualification (e.g. MBA or CFA).
• 12+ years of related professional experience in Asset Management or institutional investment consulting.
• Excellent written, oral and interpersonal communication skills.
• A strong equity background.
• Strong business judgment.
• Excellent quantitative and problem-solving skills, with the ability to synthesize risk and perform attribution analysis.
• Ability to work independently and in a team, and manage multiple priorities.
• Creativity, commerciality and leadership skills.
• Attention to detail with a solutions-oriented, strategic mindset.
• Positive, collegial attitude and high professionalism.
• Grace under pressure; ability to adapt and execute.

Responsibilities

• Portfolio Development & Marketing: Engage with clients, prospects and consultants; assess opportunities; develop products and solutions; create and implement marketing strategy and materials; present investment processes to varied audiences; educate internal and external stakeholders; differentiate strategies vs competitors; collaborate with Business Development teams.
• Investment Integrity and Risk Management: Oversee portfolio investment and risk integrity; set client performance expectations; identify risk issues and recommend process improvements; manage firm risks in client negotiations.
• Business Partner to Investment Teams: Contribute to product development; vet opportunities; work with Equity Business Development group; drive resolution of internal issues related to portfolios and solutions.

Skills

MBA or CFA

Equity background

Communication skills

Business judgment

Quantitative analysis

Leadership

Problem-solving

Attention to detail

Teamwork

Independent work

Education

MBA or CFA

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

We are currently recruiting an experienced individual to join our Equity Product Management team as an Investment Director (Product Specialist/Client Portfolio Manager). The successful candidate will lead business and marketing strategy, and act as investment representative for the firm’s equity business in the US and other locations as needed, and in addition will help to ensure the integrity of our investment and risk management processes. This role requires highly developed skills in marketing strategy, communication, portfolio analysis, and a solid foundation in investments. The successful candidate will be a flexible problem solver, with a can-do attitude, who is willing and able to take ownership of issues. This individual will work closely with members of the Business Development & Relationship Management Group, Equity Portfolio Management, and other functional areas across the firm.

ResponsibilitIes

Specific responsibilities will include:

Portfolio Development & Marketing

• Contribute to the growth of the Equity business by engaging with clients, prospects, and consultants;
• Assess business opportunities, and develop products and solutions where there is high potential;
• Create and implement marketing strategy, marketing materials, and investment guidelines;
• Represent portfolio managers and explain investment processes and portfolios to audiences that range widely in sophistication levels;
• Educate and consult with internal colleagues, clients and consultants on markets and portfolios;
• Differentiate and position strategies relative to those of competitors;
• Develop close working relationships with Business Development & Relationship Management colleagues.

Investment Integrity and Risk Management

• Oversee the investment and risk integrity of our portfolios on behalf of clients, in line with expectations:
• Set appropriate client expectations for performance in various market environments;
• Identify investment and operational risk issues and recommend process improvements.
• Manage risks to the firm in the course of business, and client negotiations.

Business Partner to Investment Teams

• Contribute actively to product development processes;
• Vet business opportunities in the context of the broader book of business;
• Work with the Business Development & Relationship Management Group on equity business
• Manage and lead the resolution of internal business issues associated with portfolios and solutions.

Qualifications

The successful candidate is likely to have:

• A strong academic background, ideally including a post-graduate qualification (e.g. MBA or CFA);
• 12+ years of related professional experience, ideally gained within the Asset Management industry, or institutional investment consulting;
• Excellent written, oral and interpersonal communication skills;
• A strong equity background;
• Strong business judgment;
• Excellent quantitative and problem-solving skills, and the ability to synthesize risk and perform attribution analysis;
• The ability to work independently and in a team environment, and to manage multiple priorities;
• Creativity, commerciality and leadership skills;
• Attention to detail combined with a solutions-oriented, strategic mindset
• A positive, collegial attitude and high level of professionalism
• Grace under pressure; ability to adapt and execute

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].

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 120,000 - 225,000

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 salaryis 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.