Investment Specialist Wellington Management

Boston, MA, United States

WELLINGTON MANAGEMENT

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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

ALTS & MULTI STRAT PRODUCT MANAGEMENT

The Alternatives & Multi-Strategy Product Management (AMS Product Management) group at Wellington Management works closely with investment teams, relationship teams, and business colleagues across the firm to support our clients’ investment needs. The investors that the team works with are specialized in one or both of two domains: multi-asset and alternative investments. By virtue of this specialization, the investors span a wide range of disciplines, asset classes, geographies, industries, and styles. The product management function has three main objectives:

Product Development and Marketing

Contributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.

Investment Integrity and Risk Management

Acting as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducting regular product risk and performance attributions reviews, and contributing to formal, investment review group processes

Business Management

Contributing to business management, including managing risk, capacity, pricing, and guidelines, leading the resolution of internal business challenges, and collaborating on product management business to share investment integrity, marketing and product development best practices.

Role And Responsibilities

The Investment Specialist will work as part of one or more product coverage teams to contribute to the broad efforts of the AMS Product Management group. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage. Over time, the Investment Specialist may also increasingly represent products externally to clients, prospects, and consultants.

Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches.

Qualifications

Success in the role requires a demonstrated interest in investment topics and passion for learning, as well as strong analytical skills. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.

Further Qualifications Include

At least 5-7+ years of relevant industry experience and a record of achievement, ideally including experience at an asset manager/hedge fund, sell-side firm or management consultancy

An MBA and/or CFA is desirable but not required

Strong critical thinking skills, comfort with ambiguity, and a willingness to take initiative

Advanced analytical skill including the ability to frame issues, identify important points, and draw conclusions

Attention to detail combined with a solutions-oriented, strategic mindset

Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective

Ability to write clearly and succinctly in a variety of communication settings

Articulate with an interest in developing presentation skills

Ability to work both independently and in collaboration with a global team

Strong technical skills; mastery of MS Excel and familiarity with Factset are a plus but not essential

Ability to organize, manage, and prioritize time well

Grace under pressure with an ability to adapt and get things done

A global perspective and/or language skills are viewed favorably.

Willingness to travel

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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.

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 [email protected].

#J-18808-Ljbffr