Investment Analyst

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

Hedge Fund Investor Relations

Hedge Fund Investor Relations at Wellington Management works closely with our Hedge Fund Investment teams, client relationship teams, risk teams and business colleagues across the firm to support our clients' investment needs. Our team also broadly works with multiple functions across the firm, offering a lens into other areas such as performance, legal/compliance, fund treasury and fund services, marketing, technology, and trading. Our hedge fund platform spans a wide range of strategies including equity long/short and diversifying strategies. This role would be focused on the diversifying strategies, which includes global macro, credit long/short and multi-strategy. The Hedge Fund Investor Relations function has three main objectives:

1. Product Ownership: Marketing, development, and servicing

HF Investor Relations contributes to client growth and retention by assessing business opportunities, leading business planning, developing new products and investment solutions, and creating the communication strategy for the book of business. The basis of this role is to be a subject matter expert and portfolio representative for colleagues, clients and consultants. This includes internal presentations, performance commentary and external client materials (both regular servicing and fundraising), materials to differentiate the product relative to competitors, and due diligence support.


2. Business Management

HF Investor Relations contributes to business management of the respective coverage area, which includes managing risk, capacity, pricing, guidelines, existing book of business and pipeline, data, and product messaging (ensuring alignment with our clients' expectations). This involves leading resolutions of internal business challenges and executing on the business plan that we set out for the strategy.


3. Investment Integrity and Risk Management

HF Investor Relations acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.

Investment Analyst Role and Responsibilities

The Investment Analyst will work as part of one or more product coverage teams (within diversifying strategies) to contribute to the broad efforts of HF Investor Relations. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage.

Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional responsibilities include creation and maintenance of marketing materials, review and updating of RFPs, responses to client and prospect questions, monthly and quarterly performance commentary, tracking allocations, assisting with internal updates to PMs, exposure analysis, and general flow data and analysis. The responsibilities span across multiple teams, requiring the ability to organize across various deadlines and shift priorities, developing a business sense of where our team can add the most value.


The role of an Investment Analyst requires demonstrated skills or knowledge of alternatives products, fixed income and equity markets, data analysis (creating, managing, automating), performance and risk analysis. The individual will interact closely with the investment directors and specialists, contributing to efforts centered on reviewing and evaluating the integrity of our hedge fund data, analytics and materials, and contributing to the success of those products in the marketplace. Given the complexity and nuance of some of our hedge fund data, this role requires a level of intellectual curiosity and ability to problem solve creatively


Qualifications

Success in the role requires an interest in alternative investments, attention to detail, and demonstrated proficiency in data procurement and analysis. A positive, collegial attitude and high level of professionalism are essential, as are 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 written communication skills.

Further, the ideal candidate will possess the following qualifications:

• 1-2 years of directly relevant experience
• A university degree with strong academic credentials; finance, accounting or business-related majors preferred
• CFA (or pursuing)
• Strong technical skills and mastery of MS Excel; particularly to manage large amounts of data with attention to detail, ultimately reaching a strong conclusion
• Strong communication skills, a high work ethic and willingness to hit the ground running are essential
• Attention to detail combined with a solutions-oriented mindset
• Ability to write clearly and succinctly in a variety of communication settings
• Strong ownership, accountability and follow through
• Ability to work both independently and in collaboration with a global team; in particular working with many teams at once across a variety of projects/tasks
• Thoroughness, attention to detail, and ability to prioritize
• Grace under pressure with an ability to adapt to get things done
• Willingness to learn daily about our business and our products

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 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 accommodation to apply for one of our jobs, please email us at View email address on click.appcast.io.

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 80,000 - 150,000

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.