Investment Analyst

Responsibilities

include performing analyses related to portfolio positioning and attribution, market trends,petitive 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 development of client solutions and new investment approaches.

QUALIFICATIONS

Success in the role requires an interest in markets, passion for learning, and a willingness to own one's own development.

A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.

We seek individuals that possess the analytical skills and ability to organize and interpret investment data to reach conclusions as well as effective verbal and writtenmunication skills.

Further, the ideal candidate will possess the following qualifications :

• 2-5 years of relevant experience and progress towards the CFA are preferred
• A university degree with very strong academic credentials
• Working knowledge of and interest in fixed ie markets
• Strong technical skills and mastery of MS Excel
• Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
• Attention to detailbined with a solutions-oriented mindset
• Ability to write clearly and succinctly in a variety ofmunication settings
• Articulate with an interest in developing presentation skills
• Ability to work both independently and in collaboration with a global team
• Creativity, thoroughness, and ability to prioritize

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 wee 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 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 .

If you are a candidate with a disability, or are assisting a candidate with a disability, and require an amodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington .

At Wellington Management, our approach topensation is designed to help us attract, inspire and retain the best talent in our strive to pay employees fairly andpetitively across all levels and roles.

Our approach topensation considers all aspects of totalpensation; all employees are eligible to receive salary, variablepensation, and benefits.

The base salary range for this position is :

USD 65,000 - 150,000

This range takes into account the wide range of factors that are considered when makingpensation 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 totalpensation aspects will be shared with candidates during the recruitment process.

Base salary is only oneponent of Wellington's totalpensation approach. Other rewards may include a discretionary Corporate Bonus and / or Incentives, if eligible.

In addition, we offer aprehensive and high value benefit package to meet the unique needs of our employees and their families, and we aremitted 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 andmuter 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)

Job ID R90480