Multi-Asset Portfolio Analyst at Wellington Management
Posted in Accounting 20 days ago.
This job brought to you by Professional Diversity Network, Inc
Type: Full Time
Location: Boston, Massachusetts
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 55 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.
We are looking to hire a Multi-Asset Portfolio Analyst. Based in Boston, the ideal candidate will work with the Investment Strategy Team to provide support for their portfolio management activities. Specific responsibilities will include:
Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios;
Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines;
Monitoring positions and verifying that transactions are consistent with client guidelines;
Interacting with many areas of the firm to improve processes and minimize operational risks; and
Monitoring performance, risk exposures and key market sensitivities of positions in portfolios.
The successful candidate is likely to have:
A minimum of 3-5 years of relevant professional experience gained in a similar Portfolio Analyst, Assistant Portfolio Manager or Trader Support role. Previous asset management industry experience is preferred, although candidates from other backgrounds will also be considered
Demonstrated strong understanding of, and interest in, multi-asset capital markets and investing;
Advanced analytical skills, a quantitative orientation, and a detail oriented mindset;
Ability to work well under pressure and prioritize tasks;
Strong interpersonal skills to interact effectively with investment and other business professionals around the firm;
Ability to think creatively and initiate projects that lead to improved implementation of strategies and trades; and
Strong academic credentials. An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably.
JOB TITLEMulti-Asset Portfolio Analyst
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, 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 Wellington@icareerhelp.com.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled ReferralsIf you have any problems accessing or using our site, please email us at Wellington@icareerhelp.com.All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, ancestry, disability, citizenship, marital status, veteran status, genetic information, or any other characteristic protected by law.
As an equal opportunity employer, Wellington Management Company LLP is committed to a diverse workforce. In order to ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Veterans' Readjustment Act of 1974, and Title I of the Americans with Disabilities Act of 1990, applicants that require accommodation in the job application process may email us at Wellington@icareerhelp.com.As an equal employment opportunity employer, we make decisions based upon our business needs, without regard to race, color, sex, sexual orientation, religion, national origin, age, ancestry, disability, citizenship, marital or domestic partner status, veteran status, genetic information, or any other characteristic, status or class protected by applicable law.