Investment Strategy Analyst, WVB

Wellington Management; Boston (MA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Retirement plan

Health benefits

Dental coverage

Vision coverage

Commuter program

Job summary

Wellington Management is seeking an early-career professional to support both research and portfolio management of our multi-asset solutions. You will contribute to portfolio oversight, rebalancing, and risk monitoring while developing expertise in discretionary solutions and investment frameworks.

Strong quantitative skills and a fiduciary mindset are essential for collaboration with a high-performing team.

Qualifications

• Early career, 3–5 years of experience in investment/portfolio contexts.
• Demonstrated quantitative skills in research, risk, or portfolio construction.
• Familiarity with multi-asset product design and governance.
• Fiduciary mindset: independent, team-focused, client outcomes driven.
• Curiosity, problem solving and ability to develop new tools or processes.

Responsibilities

• Support research and portfolio management of solutions across public and private assets.
• Contribute to portfolio oversight, rebalancing, risk and performance monitoring.
• Assist in development of investment rationales, templates, constraints and turnover considerations.
• Support the framework underpinning strategic portfolio design and capital market assumptions.

Skills

Early career experience

Quantitative skill

Multi-asset exposure

Fiduciary mindset

Intellectual curiosity

Problem solving

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

Overview

This role supports both the research and portfolio management of our solutions portfolio management team. Responsibilities of the team include portfolio oversight, rebalancing, risk and performance analysis, as well as research into long term asset class expectations across public and private assets. The position requires a collaborative, detail-oriented professional capable of contributing across both portfolio management execution and investment research initiatives.

Portfolio Management

• Serve as a reliable and flexible contributor to theWVBand wider solutions portfolio management teams, supporting high-priority initiatives and operational needs across the portfolio management agenda.
• Develop deep expertise in discretionary solutions, including investment rationale, portfolio templates, constraints, and turnover considerations.
• Support the strategic rebalance process through analysis, execution assistance, and operational coordination.
• Strengthen position oversight, risk review, and performance monitoring capabilities across the solutions platform.

Research

• Serve as a key contributor to the research and development of the framework underpinning strategic portfolio design inour public private multi asset products and solutions
• Develop and enhance strategic assumptions related to private assets across the investment platform.
• Conduct research and analysis to support the fundamental inputs used in capital market assumptions.

Skills

• Early career, experience 3-5 years
• Intellectual curiosity: the ability to ask good questions, problem solve, think entrepreneurially, develop new tools, and adapt to client challenges
• Fiduciary Mindset: working responsibly and independently as part of a highly collaborative team focused on delivering best client outcomes. Engages in respectful debate and knows when to ask for help
• Ideally multi-asset exposure
• Evidence of quantitative skill (research, degree, portfolio construction, risk management)
• Passion for technology, data analysis, risk, and portfolio construction: demonstrated ability to learn and use new technology and analyze and manipulate data.

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 80,000 - 150,000

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.