Multi Asset Portfolio Analyst

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.

We are seeking a Portfolio Analyst to join Multi-Asset Portfolio Implementation within Investment Implementation and Trading. In this role, the individual will work with a team of Solutions Portfolio Managers and Multi-Asset Portfolio Analysts to support Investment Strategy and Multi Asset Boutiques portfolio management activities. Investment Strategy and Multi-Asset Boutiques are responsible for multi-manager, multi-asset, and custom solutions, managing various outcome oriented, factor, and thematic portfolios on behalf of clients.

The portfolio construction process incudes allocating across equities, bonds, rates, currencies, and commodities using derivatives and physical securities. This position would be in Boston.

• Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios.
• Monitoring cash and equitization, analyzing portfolio exposures, dispersion monitoring and account transition events.
• Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines.
• Monitoring positions and verifying that transactions are consistent with investors intent and client and regulatory guidelines.
• Interacting with many areas of the firm to improve processes and minimize operational risk.
• Provide additional value-added contributions to investment teams such as risk analysis, detailed portfolio data reporting and analysis, exposure tracking, and custom portfolio management.
• Partner with Investment Implementation Technology on the development and enhancements to investment implementation and monitoring tools.

The successful candidate for this position is likely to have:

• A minimum of 3-5 years in the investment management business, with trading, portfolio analysis and/or investment operations/administration experience preferred.
• Strong academic credentials. An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably.
• Demonstrated strong understanding of, and interest in, multi-asset capital markets and investing in global securities, including equities, bonds, currency, hedging, leverage and derivatives.
• The ability to work independently and to contribute as part of a team, with a strict attention to detail.
• Strong interpersonal skills to interact effectively with investment and other business professionals around the firm.
• Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset.
• Ability to work well under pressure and prioritize tasks.
• Proficient programming skills in Python and familiarity with trading systems, Bloomberg, Fact Set, and/or investment risk systems is a plus.

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…