Investment Treasury Portfolio Analyst

Wellington Management; Boston (MA); Hybride; USD 90 000 - 180 000; Plein temps

Avantages offerts par ce poste

Corporate Bonus

Comprehensive benefits package

Flexible work arrangement

Tuition/CFA reimbursement

Résumé du poste

Wellington Management, based in Boston, is seeking an Investment Treasury Portfolio Analyst to support liquidity management, currency exposure optimization, and funding decisions across portfolios. The role bridges investment teams, trading, operations, and client-facing partners within the Investment Platform.

The ideal candidate has 3–5 years in investment management or related capital markets roles, with strong quantitative skills and experience in Python/SQL.

Qualifications

• Strong quantitative and analytical skills with attention to detail.
• Excellent written and verbal communication; able to distill complex topics for stakeholders.
• Self-starter who improves processes and builds scalable solutions.

Responsabilités

• Manage and rebalance portfolio currency exposures across cash flows and trades.
• Support liquidity management, daily cash positioning, funding decisions.
• Coordinate regional repo activity and financing workflows with risk, trading and operations teams.
• Monitor positions, exposures and market sensitivities against client guidelines and objectives.
• Collaborate with PM, Trading, Operations and client-facing teams to resolve issues and communicate in time-sensitive situations.
• Develop tools and scalable workflows to improve transparency and reduce operational risk.

Connaissances

Quantitative analysis

Communication skills

Self-starter mindset

Data-driven decisions

Team collaboration

Formation

Bachelor's degree in Finance/Economics or related field

Outils

Python

SQL

Description du poste

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.

Overview

About the Role

The Investment Treasury Portfolio Analyst, based in Boston, will work closely with Portfolio Management and Trading and help manage the firm’s liquidity, funding, currency exposures, collateral, and related financing across Wellington portfolios. The role is part of the Investment Platform within the Investment Implementation and Trading department and acts as a bridge across investment teams, trading, operations, and client-facing partners.

This is an opportunity for a motivated, analytically strong candidate to help strengthen regional resilience, support time-zone liquidity management, and contribute to a more scalable global Investment Treasury platform. The successful candidate will combine sound judgment, market interest, stakeholder communication, and a strong entrepreneurial spirit to build a center of excellence in the region.

Responsibilities

• Managing and rebalancing portfolio currency exposures in response to cash flows, active trades, benchmark changes, market movements, and changes in client guidelines
• Supporting liquidity management, including daily cash positioning, funding decisions, and timely escalation of liquidity or overdraft matters
• Managing regional repo activity and related financing workflows, including coordination with risk takers, trading, and global stakeholders to support portfolio funding, collateral usage, and liquidity objectives
• Monitoring portfolio positions, exposures, and key market sensitivities to ensure activity remains consistent with client guidelines, investment objectives, and risk expectations
• Partnering with Portfolio Management, Trading, Operations, and client-facing teams to resolve portfolio issues, coordinate across regions, and communicate clearly in time-sensitive situations
• Developing tools, analytics, and scalable workflows that improve transparency, reduce operational risk, and support the growth of the Investment Treasury platform

Qualifications

• Approximately 3-5 years of relevant professional experience, ideally in investment management, trading, portfolio analysis, trade coordination, client transition, cash management, or a related capital markets role;
• Strong quantitative and analytical skills, intellectual curiosity, attention to detail, and comfort working with data to identify issues, explain outcomes, and improve decisions;
• Demonstrated interest in capital markets, with exposure to fixed income, foreign exchange, derivatives, liquidity management, or related investment workflows viewed favorably;
• Sound judgment, risk awareness, and the ability to operate effectively under time pressure, including knowing when to solve independently and when to accelerate;
• Excellent written and verbal communication skills, with the ability to distill complex portfolio, liquidity, or risk topics into clear messages for investment, operational, and client-facing stakeholders;
• A self-starter mindset, comfort with ambiguity, and a desire to improve processes, build scalable solutions, and contribute to a collaborative global team;

Experience with Python, SQL, or other coding tools would be valuable, particularly for candidates interested in automation, analytics, and building scalable workflows.

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.

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 90,000 - 180,000 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.

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.