Investment Specialist, Multi Asset Solutions

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

Benefits offered by this job

Flexible work arrangements

Comprehensive benefits

Retirement plan

Job summary

Wellington Management in Boston, MA is seeking an Investment Specialist for Multi Asset Solutions. The role focuses on portfolio positioning, performance analysis, and risk assessment, with responsibilities spanning market trends, client materials, and strategy development to meet client objectives.

The successful candidate will work with a global team, demonstrate strong analytical skills, and communicate investment philosophy clearly.

Qualifications

• Demonstrated interest in investment topics with strong analytical skills.
• Positive, collegial attitude and professionalism.
• Ability to work under tight deadlines in a fast-paced, team environment.
• Ability to write clearly in various settings.
• Global perspective and language skills seen favorably.

Responsibilities

• Perform analyses related to portfolio positioning, performance and risk.
• Analyze market trends and pricing; assess competitive positioning.
• Develop new investment strategies and client solutions.
• Create and maintain marketing and client materials; respond to RFPs.
• Prepare white papers and presentations to differentiate portfolios.

Skills

Industry experience

MBA/CFA desirable

Advanced analytics

Attention to detail

Judgment & curiosity

Clear writing

Presentation skills

Independent & global collaboration

MS Excel

FactSet familiarity

Education

MBA or CFA desirable

Tools

FactSet

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 foster a long-term view that aligns our perspectives with those of our clients.

About The Role

Wellington Solutions manages customized portfolios across multi-asset, fundamental factors and quantitative approaches. The team brings allocators together to provide clients with a platform that integrates customized investment solutions with research. The members of the Team manage multi-asset portfolios, conduct market and manager research, and partner with clients on investment solutions, including strategies to pursue customized risk and alpha objectives. The team also provides bespoke research and advice across various topics such as manager research, asset allocation, policy and risk management.

PRODUCT DEVELOPMENT AND MARKETING

Contributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.

INVESTMENT INTEGRITY AND RISK MANAGEMENT

Acting as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducting regular product risk and performance attributions reviews, and contributing to formal, investment review group processes.

BUSINESS MANAGEMENT

Contributing to business management, including managing risk, capacity, pricing, and guidelines, leading the resolution of internal business challenges, and collaborating on product management business to share investment integrity, marketing and product development best practices.

Role And Responsibilities

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. Over time the individual will participate in meetings with clients, prospects and consultants to communicate our investment philosophy, strategy, positioning, and performance.

Responsibilities of the ‘Investment Specialist, Multi Asset Solutions’ include performing analyses related to portfolio positioning, performance and risk, market trends, competitive positioning, and pricing. The individual will also contribute to the development of new investment strategies and client solutions, the creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, evaluate product overlap and capacity trends, and prepare white papers and presentation materials that serve to differentiate our portfolios.

Qualifications

The Investment Specialist role is multi-faceted and requires demonstrated interest in investment topics, a 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.

Key Qualifications For This Role Include

• Meaningful relevant industry experience and record of achievement. Experience at an asset manager, sell-side firm, or management consultancy is desirable, but not required
• An MBA and/or CFA is desirable, but not required
• Advanced analytical skill including the ability to frame issues, identify important points, and draw conclusions
• Attention to detail combined with a solutions-oriented, strategic mindset
• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
• Ability to write clearly and succinctly in a variety of communication settings
• Articulate with an interest in developing presentation skills
• 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 and get things done
• A global perspective and/or language skills are viewed favorably.
• And last, but not of least importance, a sense of humor and curiosity

LOCATION

The Investment Specialist, Multi Asset Solutions will be based in Wellington’s Global Headquarters in Boston, MA.

Equal Opportunity Statement

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 remote 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.