Investment Strategist, Multi-Asset Solutions

Wellington Management; Boston (MA); Vor Ort; USD 120.000 - 225.000; Vollzeit

Benefits dieser Stelle

Retirement plan

Health benefits

Commuter program

Paid time off

Tuition reimbursement

Zusammenfassung

Wellington Management in Boston seeks an Investment Specialist for Multi Asset Solutions to provide analytical leverage and act as a point of contact for client inquiries. You will participate in meetings with clients and consultants to communicate investment philosophy, strategy, positioning, and performance.

The role emphasizes developing new investment strategies, pricing insights, and preparation of marketing materials while collaborating with a global team.

Qualifikationen

• Strong analytical skills and ability to frame issues clearly.
• Attention to detail with a solutions‑oriented mindset.
• Experience in investment management or related advisory roles is valued.

Aufgaben

• Provide analytical leverage to the team on portfolio positioning and risk.
• Develop client solutions and marketing materials for the book of business.
• Review responses to RFPs and support client inquiries with data-driven insights.
• Collaborate with global teams to communicate investment philosophy and performance.

Kenntnisse

Analytical skills

Attention to detail

Problem solving

MS Excel

Factset

Ausbildung

MBA

CFA

Tools

Factset

Jobbeschreibung

Wellington Management in Boston seeks an Investment Specialist for Multi Asset Solutions to provide analytical leverage and act as a point of contact for client inquiries. You will participate in meetings with clients and consultants to communicate investment philosophy, strategy, positioning, and performance.

The role emphasizes developing new investment strategies, pricing insights, and preparation of marketing materials while collaborating with a global team.