Investment Director, Equity Product Management

Wellington Management; Boston (MA); Hybrid; USD 120,000 - 225,000; Full time

Benefits offered by this job

Discretionary bonus

Health and retirement benefits

Flexible work arrangement

Job summary

Wellington Management is seeking an Investment Director to lead our Equity Product Management, driving business and marketing strategy and serving as the investment representative for our equity franchise in the US and beyond. This role requires strong marketing, portfolio analysis, and investment fundamentals, with a flexible approach to collaboration across teams.

The successful candidate will work with the Business Development & Relationship Management Group, Equity Portfolio Management, and

Qualifications

• Strong equity background and portfolio analysis skills.
• Excellent written and oral communication abilities.
• Ability to work independently and in teams across functions.

Responsibilities

• Lead marketing strategy for equity products and client materials.
• Represent portfolios and explain investment processes to diverse audiences.
• Collaborate with Business Development & Relationship Management and Equity PM teams.
• Develop products and solutions; assess opportunities with high potential.
• Oversee investment risk integrity and set client performance expectations.
• Resolve internal issues related to portfolios and solutions.

Skills

Equity markets

Communication

Leadership

Problem solving

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 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

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 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 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.