Job summary
Job post source
This job is directly from Wellington Management
Job overview
The Fixed Income Portfolio Analyst role at Wellington Management involves implementing investment strategies within the Broad Markets Team to manage client portfolios effectively.
Responsibilities and impact
The analyst will work closely with Portfolio Managers and Traders to execute investment strategies, rebalance portfolios, monitor positions for guideline compliance, improve processes, and track performance and risk exposures.
Compensation and benefits
The position offers a base salary range of USD 65,000 - 150,000, discretionary bonuses, and a comprehensive benefits package including retirement plans, health coverage, flexible work environment, and various employee assistance programs.
Experience and skills
Candidates should have 3-5 years of fixed income experience, strong analytical and quantitative skills, proficiency in Python preferred, strong interpersonal skills, and relevant academic credentials such as an undergraduate degree; CFA or postgraduate qualifications are favorable.
Career development
The company encourages diverse candidates and offers opportunities for professional growth through project initiation and skill development in a collaborative environment.
Work environment and culture
Wellington Management fosters a collaborative culture with a long-term ownership perspective, values diversity and inclusion, and supports flexible work arrangements with mostly in-office presence.
Company information
Wellington Management is a private partnership investment management firm serving institutional clients globally with proprietary research and tailored investment solutions.
Team overview
The candidate will join the Broad Markets Team based in Boston, working closely with Portfolio Managers and Traders to implement investment strategies.
Job location and travel
The role is based in Boston with a hybrid work model requiring four days in-office and one day remote per week.
Application process
Applicants are encouraged to apply even if not meeting all qualifications; accommodations are available for candidates with disabilities via email contact.
Unique job features
The role offers the chance to work on diverse fixed income portfolios with a focus on improving strategy implementation and operational processes within a leading investment management firm.
Company overview
Wellington Management is a prominent investment management firm that provides comprehensive investment solutions to a diverse range of clients, including institutions, private investors, and mutual funds. They generate revenue through management fees based on assets under management and performance-based fees. Founded in 1928, the company has a rich history of innovation in investment strategies and a strong reputation for research-driven, client-focused service. Their global presence and collaborative culture make them a significant player in the financial services industry.
How to land this job
Position your resume to highlight your 3-5 years of fixed income experience, focusing on portfolio analysis, guideline monitoring, and interaction with portfolio managers and traders to demonstrate your fit for the Fixed Income Portfolio Analyst role at Wellington Management.
Emphasize your analytical skills, quantitative orientation, and proficiency with Python programming, as well as your ability to monitor portfolio performance, risk exposures, and ensure compliance with client guidelines based on the job description.
Apply through multiple channels including Wellington Management's corporate careers page and LinkedIn to maximize your application visibility and chances of being noticed.
Connect with current employees in the Broad Markets Team or Fixed Income division at Wellington Management on LinkedIn; initiate conversations by referencing recent market trends, asking about team culture, or inquiring how technology like Python is used in their portfolio management processes as ice breakers.
Optimize your resume for ATS by incorporating keywords such as 'fixed income investing,' 'portfolio rebalancing,' 'guideline monitoring,' 'risk exposures,' 'Python programming,' and 'investment strategies' to ensure it passes automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailored application submissions, find multiple application portals, and identify relevant LinkedIn contacts for networking, allowing you to focus your time on preparing for interviews and skill development.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.