Investment Specialist, Fixed Income Product Management

WELLINGTON MANAGEMENT

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 50 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 to recruit an Investment Specialist to join our Fixed Income Product Management (FIPM) team in London.

The FIPM team at Wellington works closely with our Fixed Income investment teams, our Sales & Relationship Management teams, andwith other business colleagues around the firm. The team has three primary responsibilities:

• Contributing to client growth and retention by assessing business opportunities, and leading business planning;
• Developing new products and investment solutions;
• Creating communication strategies for different books of business, including materials that differentiate investment strategies relative to competitors;
• Acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.

• Acting as an independent advisor to investment teams, to ensure the integrity of the investment and risk management processes, as well as consistency with client expectations and guidelines, conducting regular portfolio risk and performance attributions reviews, and contributing to formal oversight processes.

• Managing risk, capacity, pricing and guidelines;
• Leading the resolution of internal business issues, and sharing investment integrity, marketing and product development best practices.

Investment Specialists are members of product sub-teams, which are led by Investment Directors. Theywork closely with the Investment Directors, investment teams, and business professionals on the areas described above. Responsibilities include performing analyses which ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures. Theyalso contribute to the development of new investment strategies and client solutions, conduct market and competitor analysis, evaluate product overlap and capacity trends, and prepare white papers and presentation materials that serve to differentiate our portfolios.

Over time they participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance. They are flexible problem solvers with a can-do attitude, who enjoy taking ownership of issues.

The Investment Specialist role requires demonstrated knowledge of portfolio and market analysis, and a passion for fixed income investing. It also requires advanced analytical skills, including the ability to frame issues, identify important points and draw conclusions, combined with strong communication skills and intellectual curiosity. Comfort working in a fast paced environment, in a multi-faceted role where priorities can change rapidly, is important.

The successful candidate is likely to have:

• A strong academic background, ideally including a post-graduate or professional qualification (e.g. Masters degree or CFA), or progress towards one;
• 5+ years of relevant professional experience,ideally including experience working in a similar or related function on the Buy side;
• Demonstrated knowledge of fixed income markets and investment strategies;
• Excellent organizational and project management…