Investment Specialist Wellington Management

WELLINGTON MANAGEMENT

Do not wait to apply after reading this description a high application volume is expected for this opportunity.

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.

ALTS & MULTI STRAT PRODUCT MANAGEMENT

The Alternatives & Multi-Strategy Product Management (AMS Product Management) group at Wellington Management works closely with investment teams, relationship teams, and business colleagues across the firm to support our clients’ investment needs.

The product management function has three main objectives :

Product Development and Marketing

Contributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors.

Investment Integrity and Risk Management

Acting as an independent advisor to ensure the integrity of the investment and risk management processes, conducting regular product risk and performance attribution reviews, and contributing to formal investment review group processes.

Business Management

Contributing to business management, including managing risk, capacity, pricing, and guidelines, leading the resolution of internal business challenges.

Role And Responsibilities

The Investment Specialist will work as part of one or more product coverage teams to contribute to the broad efforts of the AMS Product Management group.

Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing.

Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions.

Qualifications

• At least 5-7+ years of relevant industry experience and a record of achievement, ideally including experience at an asset manager / hedge fund, sell-side firm or management consultancy.
• An MBA and / or CFA is desirable but not required.
• Strong critical thinking skills, comfort with ambiguity, and a willingness to take initiative.
• Advanced analytical skill including the ability to frame issues, identify important points, and draw conclusions.
• Attention to detail combined with a solutions-oriented, strategic mindset.
• Ability to write clearly and succinctly in a variety of communication settings.
• Ability to work both independently and in collaboration with a global team.
• Strong technical skills; mastery of MS Excel and familiarity with Factset are a plus.
• Willingness to travel.

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.

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