Wellington Insurance Group
Equity Portfolio Analyst
Wellington Insurance Group, Boston, Massachusetts, us, 02298
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 COMPANY
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. With over USD 1.4 trillion in client assets under management as of 31 December 2021, we serve as a trusted adviser to clients in over 60 countries. 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.
THE POSITION
We are seeking a Portfolio Analyst to join the Equity Portfolio Implementation team in our Boston location. In this role, the individual will be a member of a global team that supports the portfolio management activities of the firm’s equity investors. Previous asset management industry experience is preferred for this role, although candidates from other backgrounds will also be considered.
RESPONSIBILITIES
Work closely with the investment teams and traders to ensure timely and accurate execution of investment strategies across client portfolios
Rebalance portfolios in response to investment strategies, cash flows, benchmark changes, market price movements, and changes in client guidelines
Interface with groups across the firm, including InvesTech, GRG, Investment Products and Services, Investment Research, Investment Boutiques and Securities Law, on issues relating to new account set-up, transitions, market openings, security set-up, product integrity and equity offerings
Provide additional value-added contributions to investment teams on a customized basis, such as risk analysis, syndicate recommendations, detailed portfolio data reporting and analysis, exposure tracking, and custom portfolio management
Work with Investment Technology on the development of and enhancements to investment implementation and monitoring tools
QUALIFICATIONS
Ability to work independently and to contribute as part of a team, with a strict attention to detail
Creativity and initiative to develop projects that can lead to better implementation of strategies and trades, and understanding of portfolio risk and positioning
Strong understanding of global securities, including equities, bonds, currency, and derivatives
Ability to communicate and strategize effectively with investment teams and other internal groups regarding portfolio issues
Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset
Proficient programming skills in Python is preferred
Ability to work well under pressure and prioritize tasks
Familiarity with trading systems, and/or investment risk systems is a plus
Minimum of 3-5 years in the investment management business, with trading, portfolio analysis and/or investment operations/administration experience preferred.
Possess advanced degree or a CFA designation; or progress towards degree or CFA would be viewed favorably
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
GMWTalentOperations@wellington.com
.
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 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)
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.
For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/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 COMPANY
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. With over USD 1.4 trillion in client assets under management as of 31 December 2021, we serve as a trusted adviser to clients in over 60 countries. 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.
THE POSITION
We are seeking a Portfolio Analyst to join the Equity Portfolio Implementation team in our Boston location. In this role, the individual will be a member of a global team that supports the portfolio management activities of the firm’s equity investors. Previous asset management industry experience is preferred for this role, although candidates from other backgrounds will also be considered.
RESPONSIBILITIES
Work closely with the investment teams and traders to ensure timely and accurate execution of investment strategies across client portfolios
Rebalance portfolios in response to investment strategies, cash flows, benchmark changes, market price movements, and changes in client guidelines
Interface with groups across the firm, including InvesTech, GRG, Investment Products and Services, Investment Research, Investment Boutiques and Securities Law, on issues relating to new account set-up, transitions, market openings, security set-up, product integrity and equity offerings
Provide additional value-added contributions to investment teams on a customized basis, such as risk analysis, syndicate recommendations, detailed portfolio data reporting and analysis, exposure tracking, and custom portfolio management
Work with Investment Technology on the development of and enhancements to investment implementation and monitoring tools
QUALIFICATIONS
Ability to work independently and to contribute as part of a team, with a strict attention to detail
Creativity and initiative to develop projects that can lead to better implementation of strategies and trades, and understanding of portfolio risk and positioning
Strong understanding of global securities, including equities, bonds, currency, and derivatives
Ability to communicate and strategize effectively with investment teams and other internal groups regarding portfolio issues
Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset
Proficient programming skills in Python is preferred
Ability to work well under pressure and prioritize tasks
Familiarity with trading systems, and/or investment risk systems is a plus
Minimum of 3-5 years in the investment management business, with trading, portfolio analysis and/or investment operations/administration experience preferred.
Possess advanced degree or a CFA designation; or progress towards degree or CFA would be viewed favorably
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
GMWTalentOperations@wellington.com
.
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 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)
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.
For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)