What are the responsibilities and job description for the Equity Portfolio Analyst position at Wellington Management?
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.
Overview
About the Role
We are seeking a Portfolio Analyst to join Equity Portfolio Implementation within Investment Implementation and Trading. 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 the individual will work with Investors on a wide range of equity products. This position would be in Boston.
Responsibilities
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal 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 GMWTalentOperations@wellington.com.
Benefits
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 90,000 - 180,000
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)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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.
Overview
About the Role
We are seeking a Portfolio Analyst to join Equity Portfolio Implementation within Investment Implementation and Trading. 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 the individual will work with Investors on a wide range of equity products. This position would be in Boston.
Responsibilities
- Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios.
- Monitoring cash and equitization, analyzing portfolio exposures, dispersion monitoring and account transition events.
- 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 investors intent and client and regulatory guidelines.
- Interacting with many areas of the firm to improve processes and minimize operational risk.
- Provide additional value-added contributions to investment teams such as risk analysis, detailed portfolio data reporting and analysis, exposure tracking, and custom portfolio management.
- Partner with Investment Implementation Technology on the development of and enhancements to investment implementation and monitoring tools.
- A minimum of 3-5 years in the investment management business, with trading, portfolio analysis and/or investment operations/administration experience preferred.
- 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.
- Demonstrated strong understanding of, and interest in, multi-asset capital markets and investing in global securities, including equities, bonds, currency, hedging, leverage and derivatives.
- The ability to work independently and to contribute as part of a team, with a strict attention to detail.
- Strong interpersonal skills to interact effectively with investment and other business professionals around the firm.
- Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset.
- Ability to work well under pressure and prioritize tasks.
- Proficient programming skills in Python and familiarity with trading systems, Bloomberg, FactSet, and/or investment risk systems is a plus.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal 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 GMWTalentOperations@wellington.com.
Benefits
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 90,000 - 180,000
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)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Salary : $90,000 - $180,000