Wellington Management

Investor Services Analyst

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

Qualifications

  • Bachelor's degree in finance, economics, or related field
  • 5+ years of relevant industry experience
  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal abilities
  • Ability to work collaboratively in a team-oriented environment

Responsibilities

  • Analyze market trends and investment opportunities
  • Develop and present financial models and forecasts
  • Collaborate with clients to understand their investment goals
  • Monitor and report on portfolio performance
  • Assist in the development of investment strategies

Benefits

  • Comprehensive health and wellbeing coverage including dental and vision
  • Retirement plan options with employer contributions
  • Flexible work arrangement (4 days in office, 1 day remote)
  • Tuition and CFA reimbursement program
  • Paid time off including holidays, sick leave, and volunteer days
  • Employee assistance program and adoption assistance
Full Job Description
About the Role

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.

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 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.

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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