Wellington Management

Fixed Income Portfolio Analyst

Wellington Management$80K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of relevant experience in fixed income as an analyst
  • Strong understanding and interest in fixed-income investing
  • Advanced analytical skills with a quantitative orientation
  • Experience with complex datasets for decision-making analysis
  • Proficient programming skills in Python preferred
  • Creative thinking with a proactive approach to process improvement
  • Ability to prioritize under pressure and manage tasks effectively
  • Strong interpersonal skills for effective collaboration with business professionals

Responsibilities

  • Collaborate with portfolio managers and traders to execute investment strategies accurately
  • Rebalance client portfolios based on strategic changes and market movements
  • Monitor portfolio positions for compliance with client guidelines
  • Analyze performance and risk exposures in client portfolios
  • Improve investment processes to minimize operational risks
  • Enhance internal tools to support the investment process

Benefits

  • Comprehensive health and wellness programs
  • Flexible work environment with in-office expectations
  • Retirement plan options
  • Support for education and professional qualifications
  • Employee assistance and support programs
  • Paid time off, including vacation, sick leave, and holidays
Full Job Description


About the Role

OVERVIEW

We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Global Credit team to implement their investment strategies in client portfolios.

The team offers a range of investment styles designed to meet the diverse needs of clients around the globe, with a focus on global credit,providingan exciting opportunity to work and learn in complex financial markets within a dynamic and collaborative environment.

RESPONSIBILITIES

Primary responsibilities:

  • Interacting closely withportfoliomanagers,traders, and others across the firmto ensuretimelyandaccurateexecution of investment strategies across client portfolios

  • Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market pricemovementsand changes in client guidelines

  • Monitoring positions and verifying that transactions are consistent with client guidelines

  • Monitoring performance, riskexposuresand key market sensitivities of positions in portfolios

  • Collaborating with various areas of the firm to improve investment processes and minimize operational risks

  • Maintaining and improving internal tools that support the Securitized Team's investing process

qualifications

The successful candidate for this position is likely tohave:

  • A minimum of 3-5 years of relevant professional experiencein thefixed incomespaceas a portfolio analyst,risk analyst, quantitative analysist or similar

  • Demonstrated strong understanding of, and interest in, fixed-income investing

  • Advanced analytical skills, a quantitative orientation, and adetail-orientedmindset

  • Experience working with large,complexdatasets,andperforminganalysis that influences decision-making

  • Proficient programming skills in Pythonarepreferred

  • Ability to think creatively and initiate projects that lead to improved implementation of strategies and trades

  • Ability to work well under pressure and prioritize tasks

  • Strong interpersonal skills to interact effectively with investment and other business professionals around the firm

  • Strong academic credentials. An undergraduate degree isrequired. A post-graduate degree or relevant professional qualification (e.g.CFA), or progress towards one, would be viewed favorably

JOB TITLE

Fixed Income Portfolio Analyst

JOB FAMILY

Investment Management

LOCATION

280 Congress

Not sure you meet 100% of our qualifications? Thats 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.

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 80,000 - 150,000

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 salaryis only one component of Wellingtons 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.

About Wellington Management

Wellington Management is a global investment management firm that provides services to institutional clients, including pension funds, endowments, and foundations. The company was founded in 1928 and is headquartered in Boston, Massachusetts. Wellington Management offers a range of investment strategies, including equity, fixed income, and alternative investments. The company has offices in North America, Europe, Asia, and Australia, and manages over $1 trillion in assets. Wellington Management is known for its research-driven approach to investing and its commitment to responsible investing.
Learn more about Wellington Management
Size
2,500 employees
Industry

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