Multi-Asset Solutions Analyst - Quant & AI Focus

Wellington Management Company; Boston (MA); On-site; USD 65,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits package

Flexible work environment

Training and development opportunities

Job summary

A leading investment management firm is seeking a Solutions Investment Analyst for their Boston office. This role focuses on multi-asset and quantitative strategies, requiring strong analytical skills and experience in asset allocation. Responsibilities include conducting performance analysis, supporting customized investment solutions, and collaborating across teams. The ideal candidate has 3-5 years in investment roles and excels in a fast-paced environment. Competitive salary and flexible working options offered.

Qualifications

• 3–5 years of relevant experience, ideally in multi-asset or quantitative investment roles.
• Strong analytical skills with the ability to synthesize complex data.
• Proficiency in asset allocation frameworks and modeling tools.
• Excellent written and verbal communication skills.

Responsibilities

• Conduct deep-dive analysis on portfolio positioning and performance.
• Support design of customized investment solutions.
• Utilize asset allocation modeling tools for decision-making.
• Apply AI and data science tools for enhancing workflows.
• Create high-quality marketing materials for investment strategies.
• Respond to inquiries with analytical rigor.
• Automate workflows and contribute to scalable investment approaches.

Skills

Analytical skills

Experience in asset allocation

Communication skills

Familiarity with AI tools

Proficiency in Excel

Education

Bachelor’s degree

Advanced degrees or certifications (CFA)

Tools

FactSet

Morningstar

Python

Job description

A leading investment management firm is seeking a Solutions Investment Analyst for their Boston office. This role focuses on multi-asset and quantitative strategies, requiring strong analytical skills and experience in asset allocation. Responsibilities include conducting performance analysis, supporting customized investment solutions, and collaborating across teams. The ideal candidate has 3-5 years in investment roles and excels in a fast-paced environment. Competitive salary and flexible working options offered.