Investment Analyst R92755

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
The Equity Product Management (EPM) group at Wellington Management works closely with our equity investment teams, relationship teams, and business colleagues across the firm to support our clients investment needs. Our equity investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The product management function has three main objectives:

Product Development and Marketing: EPM contributes 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 and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.

Investment Integrity and Risk Management: EPM 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.

Business Management: EPM contributes to business management, including managing risk, capacity, pricing and guidelines, leads resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product development best practices.

ROLE & RESPONSIBILITIES
The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of EPM. 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 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 and new investment approaches.

QUALIFICATIONS
Success in the role requires a demonstrated interest in equity investing and passion for learning. 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 are seeking candidates who display the following characteristics:

A Bachelors degree with very strong academic credentials and a record of achievement

2-5 years of relevant experience and progress towards the CFA are preferred

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 detail combined with a solutions-oriented mindset

Ability to write clearly and succinctly in a variety of communication settings

Articulate with an interest in developing presentation skills

Proactive with an 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 but not essential