Investment Analyst

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 Wellington Solutions designs and manages customized portfolios across multi-asset, equity and quantitative investments. The team combines allocator, research and implementation expertise to provide clients with integrated investment solutions. The team manages $36B across proprietary factor, hedged, and extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment solutions that pursue customized risk and alpha objectives. The team also provides bespoke research and advice across various topics such as fundamental factors, manager research, asset allocation, quantitative investing, and risk management. We are seeking a Solutions Investment Analyst to join our Solutions Product Management team, with a strong focus on multi-asset and quantitative strategies. This role is ideal for candidates with deep analytical capabilities, experience in asset allocation and quantitative investing, and a passion for developing innovative investment solutions. The product coverage team has two main objectives:

ROLE AND RESPONSIBILITIES

The Solutions Investment Analyst will work as part of a product coverage team led by an Investment Director. This team collaborates closely with the investment team, sales teams, and business partners across the firm to support client needs and drive product innovation. 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. Key Responsibilities Include: Conducting deep-dive analysis on portfolio positioning, performance attribution, and risk exposures across multi-asset and quant strategies. Supporting the design and implementation of customized investment solutions, with a preference for experience in multi-asset solutioning over single-asset specialization. Utilizing asset allocation modeling tools to support strategic and tactical investment decisions. Applying AI and data science tools to enhance analytical workflows and generate investment insights. Creating and maintaining high-quality marketing and client materials that clearly articulate investment strategy and differentiation. Responding to internal and external inquiries, including RFPs and client questions, with a high degree of analytical rigor. Automating workflows and contributing to the development of scalable, data-driven investment approaches. Collaborating on product development, pricing, capacity management, and business planning.

QUALIFICATIONS

The Investment Analyst role is multi-faceted and requires demonstrated interest in investment topics, a passion for learning, as well as strong analytical skills. 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. Key qualifications for this role include: 3–5 years of relevant experience, ideally in multi-asset, quantitative or solutions-oriented investment roles. Strong analytical skills with the ability to synthesize complex data into actionable insights. Demonstrated experience with asset allocation frameworks and modeling tools. Familiarity with AI tools and their application in investment research is a plus. Proficiency in Excel; experience with FactSet, Morningstar, Python, or other analytical platforms is preferred. Bachelor’s degree with strong academic credentials; advanced degrees or certifications (e.g., CFA) are a plus but not required. Excellent communication skills, both written and verbal, with a desire to grow as a presenter and thought partner. Self-starter with a proactive mindset and the ability to manage multiple priorities in a fast-paced environment. Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective Attention to detail combined with a solutions-oriented mindset Ability to organize, manage and prioritize time well Grace under pressure with an ability to adapt to get things done

LOCATION

The role will be based in Wellington’s Global Headquarters in Boston, MA. 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 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 65,000 - 150,000 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 Wellington Solutions designs and manages customized portfolios across multi-asset, equity and quantitative investments. The team combines allocator, research and implementation expertise to provide clients with integrated investment solutions. The team manages $36B across proprietary factor, hedged, and extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment solutions that pursue customized risk and alpha objectives. The team also provides bespoke research and advice across various topics such as fundamental factors, manager research, asset allocation, quantitative investing, and risk management. We are seeking a Solutions Investment Analyst to join our Solutions Product Management team, with a strong focus on multi-asset and quantitative strategies. This role is ideal for candidates with deep analytical capabilities, experience in asset allocation and quantitative investing, and a passion for developing innovative investment solutions. The product coverage team has two main objectives:

ROLE AND RESPONSIBILITIES

The Solutions Investment Analyst will work as part of a product coverage team led by an Investment Director. This team collaborates closely with the investment team, sales teams, and business partners across the firm to support client needs and drive product innovation. 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. Key Responsibilities Include: Conducting deep-dive analysis on portfolio positioning, performance attribution, and risk exposures across multi-asset and quant strategies. Supporting the design and implementation of customized investment solutions, with a preference for experience in multi-asset solutioning over single-asset specialization. Utilizing asset allocation modeling tools to support strategic and tactical investment decisions. Applying AI and data science tools to enhance analytical workflows and generate investment insights. Creating and maintaining high-quality marketing and client materials that clearly articulate investment strategy and differentiation. Responding to internal and external inquiries, including RFPs and client questions, with a high degree of analytical rigor. Automating workflows and contributing to the development of scalable, data-driven investment approaches. Collaborating on product development, pricing, capacity management, and business planning.

QUALIFICATIONS

The Investment Analyst role is multi-faceted and requires demonstrated interest in investment topics, a passion for learning, as well as strong analytical skills. 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. Key qualifications for this role include: 3–5 years of relevant experience, ideally in multi-asset, quantitative or solutions-oriented investment roles. Strong analytical skills with the ability to synthesize complex data into actionable insights. Demonstrated experience with asset allocation frameworks and modeling tools. Familiarity with AI tools and their application in investment research is a plus. Proficiency in Excel; experience with FactSet, Morningstar, Python, or other analytical platforms is preferred. Bachelor’s degree with strong academic credentials; advanced degrees or certifications (e.g., CFA) are a plus but not required. Excellent communication skills, both written and verbal, with a desire to grow as a presenter and thought partner. Self-starter with a proactive mindset and the ability to manage multiple priorities in a fast-paced environment. Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective Attention to detail combined with a solutions-oriented mindset Ability to organize, manage and prioritize time well Grace under pressure with an ability to adapt to get things done

LOCATION

The role will be based in Wellington’s Global Headquarters in Boston, MA. 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 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 65,000 - 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 salaryis 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 an d 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. #J-18808-Ljbffr Wellington Management