About the RoleFIXED INCOME PRODUCT MANAGEMENTFixed Income Product Management (“FIPM”) at Wellington Management works closely with our fixed income investment teams, relationship teams, and business colleagues across the firm to support our clients’ investment needs. Our fixed income investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The FIPM function has three main objectives:- Product Development and Marketing: Drive client growth by leading business planning, developing investment solutions, crafting differentiated product messaging, and serving as a subject matter expert across internal and external audiences.
- Investment Integrity and Risk Management: Provide independent oversight of investment and risk processes, ensure alignment with client objectives, conduct regular product reviews, and contribute to formal investment governance
- Business Management: Oversee product-level business operations including risk, capacity, pricing, and guidelines; resolve internal challenges; and promote best practices across product teams.
ROLE AND RESPONSIBILITIESInvestment Analyst are members of product teams, which are led by an Investment Director. They work closely with the Investment Director(s), investment teams, and business professionals on the areas described above. Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures. The individual will also contribute to the development of new investment strategies and client solutions, conduct market and competitor analysis, evaluate product overlap and capacity trends and prepare white papers and presentation materials that serve to differentiate our portfolios. Over time the individual will participate in meetings with clients, prospects and consultants to communicate our investment philosophy, strategy, positioning, and performance. The ideal candidate is a flexible problem solver with a can-do attitude, who takes ownership of issues. The individual will work closely with members of the investment team, the Client Group and other functional areas.QUALIFICATIONSThe Investment Analyst role is multi-faceted and requires demonstrated interest in investment topics, a passion for learning, as well as strong analytical skills. 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.Key qualifications for this role include:- 3-5 years of relevant experience and progress towards the CFA are preferred
- A Bachelor27s degree with very strong academic credentials
- 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
- Proactive, self-starter attitude, with a strong desire to own outcomes
- 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
- Ability to work both independently and in collaboration with a global team
- Strong technical skills; mastery of MS Excel, familiarity with third party tools (eVestment, FactSet, Morningstar); strongly preferred experience leveraging AI tools to enhance analysis, productivity, and decisionmaking
- Ability to organize, manage and prioritize time well
- Grace under pressure with an ability to adapt to get things done
- Preference for candidates with fixed income product knowledge.
LOCATIONThe Investment Analyst is based in Wellington27s Global Headquarters in Boston, MA.JOB TITLE
Investment Analyst
JOB FAMILY
Product Management
LOCATION
280 Congress
Not sure you meet 100% of our qualifications? That27s 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 Wellington27s 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.
