Investment Strategy Analyst, LDI - Wellington Management , LLP

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.

As part of the continued growth of our Liability Driven Investment (LDI) capabilities, we are seeking to recruit an analyst to join our LDI Solutions investment team. This role will work side by side with LDI Strategists/Portfolio Managers in delivering on existing client objectives and expanding our client partnerships.

• Portfolio Management
  • Assisting Portfolio Managers in the design of pension investment solutions, including multi‑asset portfolios, to meet client needs
  • Playing a key role in the daily oversight of portfolios
  • Contributing to the continuous improvement of portfolio management processes, analytics, and infrastructure to drive better investment decisions and client outcomes
• Investment Infrastructure & Analytics
  • Collaborate on building and enhancing robust LDI investment infrastructure
  • Develop and implement advanced analytics tools to improve portfolio management and risk assessment
  • Leverage programming and quantitative modeling skills to automate processes and optimize investment workflows
• Research
  • Support the Strategists/PMs in researching investment topics and designing new investment solutions in our mission of serving as a trusted advisor to our clients.

• Minimum of 5+ years of relevant experience (background in financial or data analysis)
• Strong technical skills with demonstrated experience in programming (Python or similar), quantitative modeling, and data analytics
• Working knowledge of various asset classes, especially Fixed Income, gained from experience in institutional investment or risk management, and/or investment consulting
• Actuarial designation, progress toward, or degree a strong plus
• Strong work ethic, attention to detail, and process orientation are essential traits, as are versatility and creative problem solving
• Intellectual curiosity and a passion for exploring and understanding complex investment topics
• Ability to thrive in a multi‑faceted, fast‑paced environment with multiple competing deadlines
• Ability to work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes
• Excellent written, oral, and interpersonal communication skills
• Strong academic credentials. CFA progression is a plus

• Familiarity with risk management and portfolio construction integrated with actuarial frameworks
• US Corporate Pension experience

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 GMWTa .

Base salary range for this position: USD 90,000 – 180,000. This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

We offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Example benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back‑up childcare, tuition/CFA reimbursement and paid time off.

Employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.

Seniority Level: Mid‑Senior level.

Employment Type:

Full‑time. Job Function:
Business Development and Sales.