Investment Strategy Analyst, WVB

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.

About the Role

This role supports both the research and portfolio management of our solutions portfolio management team. Responsibilities of the team include portfolio oversight, rebalancing, risk and performance analysis, as well as research into long term asset class expectations across public and private assets. The position requires a collaborative, detail-oriented professional capable of contributing across both portfolio management execution and investment research initiatives.

• Serve as a reliable and flexible contributor to the WVB and wider solutions portfolio management teams, supporting high-priority initiatives and operational needs across the portfolio management agenda.
• Develop deep expertise in discretionary solutions, including investment rationale, portfolio templates, constraints, and turnover considerations.
• Support the strategic rebalance process through analysis, execution assistance, and operational coordination.
• Strengthen position oversight, risk review, and performance monitoring capabilities across the solutions platform.

• Serve as a key contributor to the research and development of the framework underpinning strategic portfolio design in our public private multi asset products and solutions
• Develop and enhance strategic assumptions related to private assets across the investment platform.
• Conduct research and analysis to support the fundamental inputs used in capital market assumptions.

• Early career, experience 3-5 years
• Intellectual curiosity: the ability to ask good questions, problem solve, think entrepreneurially, develop new tools, and adapt to client challenges
• Fiduciary Mindset: working responsibly and independently as part of a highly collaborative team focused on delivering best client outcomes. Engages in respectful debate and knows when to ask for help
• Ideally multi-asset exposure
• Evidence of quantitative skill (research, degree, portfolio construction, risk management)
• Passion for technology, data analysis, risk, and portfolio construction: demonstrated ability to learn and use new technology and analyze and manipulate data.

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.

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

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.

We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 80,

This range takes into account the wide range of…