Investment Risk Analyst, Fixed Income

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.

The Risk Analyst, Fixed Income position is part of the global investment risk function for Wellington and sits within the firm's Global Risk and Performance Strategy (GPS) department. The primary focus of GPS is leading Wellington Management's portfolio oversight, risk measurement, and security analytics processes across our broad multi‑asset, hedge fund, equity, fixed‑income and research strategies.

The Risk Analyst will work with our fixed income investment teams across the Americas, Europe and Asia, helping them use quantitative tools to inform their portfolio construction and investment processes.

The Risk Analyst will engage closely with Risk Strategists and the portfolio teams they cover to better understand their investment processes and the investment risks inherent to those processes. A successful Risk Analyst will leverage Wellington's risk modeling and analysis platform to enhance the engagement of the Risk Strategists with the Portfolio Management teams, continually work to enhance the risk platform itself, and create or enhance clear, engaging reporting that emphasizes material portfolio risk sources from a variety of angles while ensuring accuracy and relevance to the portfolio processes covered.

• Interact directly with portfolio management teams alongside Risk Strategists, providing complementary insights and constructive challenge to investors on their investment theses and portfolio composition to support superior risk‑adjusted outcomes.
• Take increasing levels of responsibility for key aspects of assigned risk engagements, proactively and creatively enhancing these engagements by leveraging unique insights from the Risk Analyst's experience and input from senior risk professionals.
• Conduct ad hoc research and analysis to address investor questions and support the engagements of Risk Management.
• Engage daily with Risk Strategists and investment professionals to ensure transparent measurement and reporting of risks in portfolios, ensuring dashboard, reports, or other shared tools are accurate and timely, and escalating concerns appropriately.
• Partner with Line Management and Investment Products and Fund Strategies colleagues to ensure the firm's fiduciary needs on investment risk are met.
• Participate actively in Risk Meetings with Portfolio Strategists, group meetings within Global Risk and Performance Strategy, and other dialogues on market and portfolio risk insights, risk concerns and measurements.
• Actively engage in enhancing the Risk reporting infrastructure, including design of exhibits and reports to support the risk oversight process.

The ideal candidate will have a solid analytical foundation coupled with analytical curiosity, strong organizational skills, passion for financial markets, be motivated by a team environment, and have the ability to learn about new analytical applications and investment products. Experience working with technology resources on implementation, particularly when combining risk concepts with data analysis, is essential. Demonstrated capability to work independently with primary data in mathematical packages is key, with experience in SQL and Python highly preferred (although other tools such as R or Matlab are also acceptable).

Specific skills with risk models and/or data visualization tools are considered a plus. Experience in analysis of corporate credit, structured credit, or agency mortgage risk would be favorably considered.

• 3+ years' experience in risk management within long only or benchmark‑relative fixed‑income or multi‑asset portfolios, gained on the Buy‑side,…