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Investment Strategy Analyst, LDI
- Wellington (Boston, MA)
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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
THE COMPANY
Tracing our roots to 1928, Wellington Management Company LLP is one of the world's largest independent investment management firms. With over $1.5 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative, and inclusive culture because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
THE POSITION
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. This position will have a key focus on:
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
In addition, the position will involve supporting the Strategists/PMs in researching investment topics and designing new investment solutions in our mission of serving as a trusted advisor to our clients.
REQUIREMENTS
+ 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 towards, 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
PREFERRED SKILLS
+ Familiarity with risk management and portfolio construction integrated with actuarial frameworks
+ US Corporate Pension experience
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_ _r_ _ace, 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_ [email protected]_ _._
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 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.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, 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. Examples of our 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 (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)
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