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.
We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.
The Investment Analyst will have a wide range of responsibilities that may shift over time as the sustainable investment industry continues to evolve. Initially, the Analyst will help advance the firm's SI priorities within IPFS - working across asset classes and across sustainability disciplines. This will include but not be limited to - ESG integration and engagement, climate, impact investing, and regulatory work, across equities, fixed income, multi-strategy, alternatives, and private investments. The Analyst may at some point also have direct product coverage for one or more products on our Sustainable Investment Platform.
Specific responsibilities will include: serving as a sustainable investment subject matter expert and resource for teams across IPFS and the Client Group, serving on cross-functional SI working groups, creation of sustainability marketing materials and content, review of RFPs, responses to client questions, and collaboration on the development of client solutions and new sustainable investment approaches including competitive analysis. Product specific responsibilities could include working directly with portfolio managers, performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing.
Success in the role requires a high degree of flexibility, initiative, and can-do attitude. Demonstrated interest in both sustainable investment and the investment industry/markets more broadly, a passion for learning, as well as strong analytical skills are also key. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines. We are seeking candidates who display the following characteristics: • A university degree with very strong academic credentials and a record of achievement • 2-5 years of relevant experience, experience with sustainable investment preferred but not required • Fixed income or equity specific experience is also a plus • Project management skills • Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions • Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective • Attention to detail combined with a solutions-oriented mindset • Ability to write clearly and succinctly in a variety of communication settings • Articulate with an interest in developing presentation skills • Proactive with an ability to work both independently and in collaboration with a global team • Strong technical skills; mastery of MS Excel and familiarity with Factset are a plus but not essential • Ability to organize, manage, and prioritize time well • Grace under pressure with an ability to adapt to get things done
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
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 GMCANINQ@wellington.com .