Strategic Multi-Asset Solutions Specialist

Wellington Management Company; Boston (MA); Hybrid; USD 120,000 - 225,000; Full time

Benefits offered by this job

Retirement plan

Health benefits

Commuter program

Job summary

Wellington Management, based in Boston, MA, is seeking an Investment Specialist for the Multi Asset Solutions coverage team. You will analyze portfolio positioning, risk, and performance, and collaborate with investment professionals, clients, and consultants to communicate our philosophy and strategy.

The role emphasizes developing new investment solutions, preparing materials, responding to RFPs, and creating client-facing content.

Qualifications

• Strong analytical skills with attention to detail.
• Ability to frame issues and draw conclusions.
• Experience collaborating with global teams and clients.

Responsibilities

• Provide analytical leverage to the team, communicating investment philosophy and strategy.
• Develop new investment strategies and client solutions.
• Create and maintain marketing and client materials and presentations.
• Review RFPs and respond to client questions.

Skills

Analytical skills

Portfolio analytics

Communication

Team collaboration

Excel/FactSet

Presentation skills

Education

MBA or CFA desirable

Tools

MS Excel

Factset

Job description

Wellington Management, based in Boston, MA, is seeking an Investment Specialist for the Multi Asset Solutions coverage team. You will analyze portfolio positioning, risk, and performance, and collaborate with investment professionals, clients, and consultants to communicate our philosophy and strategy.

The role emphasizes developing new investment solutions, preparing materials, responding to RFPs, and creating client-facing content.