Primary responsibilities include providing analytical leverage to product coverage teams, performing analyses on portfolio positioning, performance, risk, market trends, and competitive positioning. The role involves creating and maintaining marketing materials, reviewing RFPs, responding to client questions, and collaborating on developing client solutions and new investment approaches.
Required experience includes at least 6 years of relevant industry experience, with strong critical thinking skills, advanced analytical capabilities, and the ability to frame issues and draw strategic conclusions. Candidates should have expertise in data analysis, investment research, and the capacity to work both independently and collaboratively in a global team environment.
Wellington Management offers a comprehensive compensation package including base salary ranging from $65,000-$150,000, potential corporate bonuses, and an extensive benefits package. The firm provides opportunities for professional growth, a collaborative work culture, and exposure to global investment strategies in a respected financial institution.
