Investment Risk Strategist

Wellington Management Company LLP; United States; Hybrid; USD 150,000 - 240,000; Full time

Job summary

Wellington Management Company LLP in the United States seeks a senior Risk Strategist to translate complex analytics into actionable portfolio insights. You will partner with investors and investment teams to align risk with conviction and strengthen investment talent.

The role emphasizes independent judgment, rigorous analysis, and collaborative coaching. As a risk coach, you will mentor colleagues, champion disciplined risk-taking, and contribute to the firm’s risk culture while supporting the

Qualifications

• 10+ years of experience in portfolio analysis, risk management, or quantitative investment analytics.
• Proven ability to partner with investors and senior stakeholders to provide clear insights.
• Strong knowledge of fixed income risk drivers and hedge fund markets.
• Excellent communication and storytelling skills to translate complex concepts.

Responsibilities

• Apply quantitative analysis, risk models, stress testing, and scenario analysis to align risk with conviction.
• Identify and communicate changes in portfolio risk dynamics and unintended exposures.
• Design risk analysis and research to inform portfolio decisions and strengthen investment skill.
• Ensure risk reporting, dashboards, and analytics tools are robust and usable.

Skills

Python

SQL

Communication skills

Risk analytics

Portfolio risk knowledge

Education

Advanced degree (CFA, CAIA, or FRM) preferred

Tools

VS Code Copilot

GitHub Copilot

FactSet

Bloomberg

Job description

The Risk Strategy team, part of our Investment Risk department, helps investors and managers of investors make better decisions through clarity, rigor, and partnership. Risk Strategists are independent experts who combine quantitative analysis, judgment, and curiosity to translate complex analytics into clear, actionable insights that shape portfolio decisions and strengthen investment talent. Strategists work closely with investors to align risk with conviction, ensuring portfolio structure reflects investment intent. They use data to foster reflection-creating feedback loops that sharpen judgment and build enduring investment skill. By providing an objective lens on portfolios and framing exposures within the market context, they help investors focus on the few insights that matter most. Strategists also work closely with investment platform management, providing insight into investor portfolio construction and risk-taking. This work is a key part of the firm's investment oversight process and requires in-depth understanding of client expectations, investor philosophies, and portfolio and risk analysis. As risk coaches and force multipliers, Risk Strategists elevate others by making complex data accessible and actionable in pursuit of our dual mandate: to help investors deliver on client expectations and to help managers develop investment talent. They should be sufficiently confident in their analyses to constructively challenge investment teams, exercise judgment about when concerns warrant escalation, and engage appropriate stakeholders when additional review or action is needed. They also help shape Wellington's risk culture, mentor colleagues, and contribute to our ongoing dialogue about thoughtful, disciplined risk-taking. This role embodies our cultural mantra: Client, Firm, Self-anchored in intellectual rigor, humility, and partnership.,

• Apply quantitative analysis, risk models, stress testing, and scenario analysis alongside judgment, and curiosity to help investors align risk with conviction and make better decisions.
• Proactively identify and communicate changes in portfolio risk dynamics, concentrations, and unintended exposures.
• Design and conduct risk analysis and research, orchestrating data and translating complex information into clear, actionable insights that inform portfolio decisions and strengthen investment skill.
• Ensure risk reporting, dashboards, and analytical tools are robust, scalable, and decision-useful; identify outliers or emerging concerns and partner with technology and data teams to improve the underlying analytics and processes.
• Partner with investors and managers to integrate analytics into coaching and development, fostering reflection and continuous learning.
• Contribute to broader investment risk oversight, bringing portfolio insights and emerging areas of concern into Risk Strategy and Investment Platform discussions.
• Contribute to Wellington's risk culture by mentoring colleagues and promoting disciplined, thoughtful risk-taking., 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.
• 10+ years of experience in portfolio analysis, risk management, or quantitative investment analytics
• Proven ability to partner effectively with investors and senior stakeholders, bringing clarity and insight to complex discussions
• Strong fixed income market knowledge and understanding of the risk drivers inherent in hedge fund strategies, with demonstrated expertise across rates, credit, derivatives, and other relevant instruments and markets.
• Deep understanding of portfolio construction, fixed income markets and risk analytics, including the drivers of portfolio risk across different market environments.
• Proficiency in Python; vsCode Copilot, GitHub Copilot, or other AI coding platforms; SQL; and market data tools (e.g., FactSet, Bloomberg)
• Demonstrated ability to analyze and synthesize complex data into clear, actionable recommendations
• Excellent communication and storytelling skills-able to translate technical concepts into meaningful insights
• A proactive, collaborative mindset with the ability to influence without authority and coach others toward better decision-making
• Demonstrated experience constructively engaging with Portfolio Managers, traders, and other risk takers to surface and address risk considerations when needed.
• Advanced degree and/or professional designation (CFA, CAIA, or FRM) preferred
• 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 foster a long-term view that aligns our perspectives with those of our clients.