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Fixed Income Portfolio Analyst

$80k - $150k

Wellington Management

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. Overview We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Securitized Team to implement their investment strategies in client portfolios. The Securitized Team actively manages portfolios that provide exposures to agency mortgage‑backed securities (MBS), mortgage derivatives (CMO), asset‑backed securities (ABS), collateralized loan obligations (CLO), commercial mortgage‑backed securities (CMBS), among others. The team offers a range of investment styles designed to meet the diverse needs of clients around the globe, providing an exciting opportunity to work and learn in complex financial markets within a dynamic and collaborative environment. Responsibilities Interacting closely with portfolio managers, traders, and others across the firm to ensure timely and accurate execution of investment strategies across client portfolios Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines Monitoring positions and verifying that transactions are consistent with client guidelines Monitoring performance, risk exposures and key market sensitivities of positions in portfolios Collaborating with various areas of the firm to improve investment processes and minimize operational risks Maintaining and improving internal tools that support the Securitized Team's investing process Qualifications A minimum of 3‑5 years of relevant professional experience in the fixed‑income space as a portfolio analyst, risk analyst, quantitative analyst or similar Demonstrated strong understanding of, and interest in, fixed‑income investing Advanced analytical skills, a quantitative orientation, and a detail‑oriented mindset Experience working with large, complex datasets, and performing analysis that influences decision‑making Proficient programming skills in Python are preferred Ability to think creatively and initiate projects that lead to improved implementation of strategies and trades Ability to work well under pressure and prioritize tasks Strong interpersonal skills to interact effectively with investment and other business professionals around the firm Strong academic credentials. An undergraduate degree is required. A post‑graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably Benefits 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. 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. Equal Opportunity Employment 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. #J-18808-Ljbffr Wellington Management

Vacancy posted 5 days ago
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