Job summary
Job post source
This job is directly from Wellington Management
Job overview
The Investment Strategy Analyst at Wellington Management supports the Solutions Portfolio Management team by conducting manager research and overseeing private fund allocations to optimize multi-asset investment solutions.
Responsibilities and impact
The analyst will design, implement, and manage investment portfolios, conduct due diligence and performance analysis on private fund managers, and collaborate with internal and external stakeholders to ensure portfolios meet investment guidelines and risk parameters.
Compensation and benefits
The base salary range is USD 80,000 to 180,000, with eligibility for discretionary bonuses and comprehensive benefits including retirement plans, health coverage, flexible work options, and various employee assistance programs.
Experience and skills
Candidates should have 5-10 years of experience, including at least 3 years in manager research or private fund allocation, strong analytical and data skills, familiarity with private markets, and preferably programming and business intelligence tool experience.
Career development
The role offers opportunities to deepen expertise in investment management, risk management, and portfolio construction within a collaborative and research-driven environment.
Work environment and culture
Wellington Management fosters a collaborative culture encouraging independent thought and respectful debate, with a flexible work environment supporting in-person interactions four days a week and remote work one day a week.
Company information
Wellington Management is a private partnership offering global investment management solutions with a long-term client-aligned ownership structure and a strong focus on proprietary research and diverse asset allocation.
Team overview
The analyst will join the Solutions Portfolio Management team, which focuses on delivering outcome-oriented strategies through diversified asset allocation and robust portfolio construction.
Job location and travel
Employees work primarily from Wellington Management offices with flexibility for one remote workday per week, supporting a hybrid work model.
Unique job features
The role uniquely combines investment management with advanced analytics and technology integration, focusing on private market allocations and multi-asset solutions.
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 experience with manager research and private fund allocations, emphasizing skills in performance attribution and due diligence relevant to private markets.
Focus on showcasing your analytical capabilities, familiarity with private equity, credit, and real assets, and any experience with portfolio construction and risk management techniques like Barra or Axioma.
Apply through multiple channels including Wellington Management’s corporate careers site and LinkedIn to maximize your application’s visibility and reach.
Connect with professionals in the Multi-Asset Solutions or Solutions Portfolio Management teams at Wellington Management on LinkedIn; use ice breakers such as commenting on recent investment strategies they’ve shared or asking about the integration of technology in their portfolio construction process.
Optimize your resume for ATS by incorporating keywords from the job description such as 'manager research,' 'private fund allocations,' 'performance attribution,' 'portfolio construction,' 'risk management,' and 'business intelligence tools' to ensure it passes initial screenings.
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