Investment Risk Strategist, Equity Hedge Funds

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.

POSITION The Risk Strategy team, part of our Investment Excellence department, helps investors and managers of investors make better decisions through clarity, rigor, and partnership. Risk Strategists are independent experts who combine quantitative analysis, judgment, and curiosity to translate complex analytics into clear, actionable insights that shape portfolio decisions and strengthen investment talent.

Strategists work closely with investors to align risk with conviction, ensuring portfolio structure reflects investment intent. They use data to foster reflection—creating feedback loops that sharpen judgment and build enduring investment skill. By providing an objective lens on portfolios and framing exposures within the market context, they help investors focus on the few insights that matter most.

Strategists also work closely with investment platform management, providing insight into investor portfolio construction and risk‑taking. This work is a key part of the firm’s investment oversight process and requires in‑depth understanding of client expectations, investor philosophies, and portfolio and risk analysis.

As risk coaches and force multipliers, Risk Strategists elevate others by making complex data accessible and actionable in pursuit of our dual mandate: to help investors deliver on client expectations and to help managers develop investment talent. They should be sufficiently confident in their analyses to challenge the thinking of investment teams and present areas of concern or focus to additional Wellington stakeholders for further review.

They also help shape Wellington’s risk culture, mentor colleagues, and contribute to our ongoing dialogue about thoughtful, disciplined risk‑taking.

This role embodies our cultural mantra:
Client, Firm, Self—anchored in intellectual rigor, humility, and partnership.

• Apply quantitative analysis, judgment, and curiosity to help investors align risk with conviction and make better decisions.
• Proactively identify and communicate changes in portfolio risk dynamics, concentrations, and unintended exposures.
• Orchestrate and analyze data, translating complex information into clear, actionable insights that inform portfolio decisions and strengthen investment skill.
• Ensure reports, dashboards, or other tools of the Risk Management process are scalable, robust, and properly executed. This includes reviewing for accuracy, with outliers or areas of concern highlighted to investors.
• Partner with investors and managers to integrate analytics into coaching and development, fostering reflection and continuous learning.
• Contribute to Wellington’s risk culture by mentoring colleagues and promoting disciplined, thoughtful risk‑taking.

• 7+ years of experience in portfolio analysis, risk management, or quantitative investment analytics
• Proven ability to partner effectively with investors and senior stakeholders, bringing clarity and insight to complex discussions
• Strong equity market knowledge, preferably with experience in hedge fund analytics. Familiarity with other asset classes such as fixed income and commodities is a plus. Proven derivatives risk expertise across equities, rates, FX, credit, and commodities.
• Strong understanding of portfolio construction, equity markets, and risk analytics
• Proficiency in Python, SQL, and market data tools (e.g., Fact Set, Bloomberg)
• Demonstrated ability to analyze and synthesize complex data into clear, actionable recommendations
• Excellent communication and storytelling skills—able to translate technical concepts into meaningful insights
• A proactive,…