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Investment Risk Manager, Fixed Income

4 weeks ago

Boston, Massachusetts, United States Wellington Management Company Full time

About Us
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.

About the Role
THE POSITION
The Risk Manager, Fixed Income (Risk Manager) position is part of the Global Risk & Analytics (GRA) team. GRA is the global investment risk function for Wellington and sits within the firm's Risk and Investment Science department.

The primary focus of GRA is leading Wellington Management's portfolio oversight, risk measurement, and security analytics processes across our broad multi-asset, hedge fund, equity, fixed income, and research strategies.

The Risk Manager will engage closely with our individual fixed income investment teams across the Americas, Europe, and Asia, to understand their investment processes and the investment risks inherent in those processes.

They will be responsible for risk oversight (monitoring the appropriateness of risk levels and exposures across the Research portfolios and helping investors use quantitative tools to inform their portfolio construction and investment processes.

The Risk Manager should be sufficiently confident in their analyses to proactively challenge the thinking of investment teams directly and present areas of concern or focus to additional Wellington stakeholders for further review as appropriate.


A successful Risk Manager will leverage Wellington's risk modeling and analysis platform to enhance the risk-taking and portfolio construction efforts of the investment teams.

An important part of the role's active engagement with investors includes helping them adopt best practices in the use of quantitative perspectives in portfolio management and helping the teams use technological tools directly, rather than relying upon risk managers to produce reports.

It is therefore incumbent on the Risk Manager to continually enhance the risk platform itself to deliver against the evolving needs of our investors and our clients.

S/he will also create or enhance clear, engaging reports and shared dashboards that identify material portfolio risks or risk-related potential enhancements to portfolios under coverage.

This is a hands-on role in terms of technical work, research, and working with data; the team performs much of its work in the firm's curated Python environment which incorporates a highly developed set of APIs for risk analysis.


The Risk Manager role requires a strong knowledge of fixed income risk analysis gained from meaningful experience in institutional investment management and risk management.

S/he should be continually apprised of investment trends to determine the risk implications and communicate the resulting risks within the group.

The successful candidate will bring technical skill and knowledge, be adept at building collaborative working relationships with investment professionals and all levels of management to create a shared vision of the benefits of more risk-aware decision making.

RESPONSIBILITIES

  • Interact directly with portfolio management teams as an independent risk resource, providing complementary insights and constructive challenge to investors on their investment theses and portfolio composition in support of superior risk-adjusted outcomes for clients.
  • Engage daily with Risk Managers and investment professionals to ensure transparent measurement and reporting of risks in portfolios.
  • Partner with Line Management and Investment Products and Fund Strategies colleagues to ensure the firm's fiduciary needs on investment risk are met.
  • Participate actively in Risk Meetings and other dialogues on market and portfolio risk insights, risk concerns and measurements.
  • Ensure Risk Management reports, dashboards, and industry leading tools are properly executed and reviewed for accuracy, with outliers or areas of concern highlighted to the team.
  • Actively engage in enhancing the Risk reporting infrastructure, including design of exhibits and reports to support the risk oversight process.
  • Conduct ad-hoc research and analysis to address investor questions and support the engagements of Risk Management.
QUALIFICATIONS

The ideal candidate will have a solid analytical foundation coupled with an analytical curiosity, strong organizational skills, passion for financial markets, be motivated by a team environment, and have the ability to learn about new analytical applications and investment products.

He/she will have experience working with technology resources on implementation, particularly when combining risk concepts with data analysis.

Demonstrated capability to work independently with primary data in mathematical packages is key, with experience in SQL and Python highly preferred (although other tools such as R or Matlab are also acceptable).

Specific skills with risk models and/or data visualization tools are considered a plus. Knowledge in the insurance or pension industries, including actuarial science or asset/liability management experience would also be favorably considered.

Additional key qualifications include:

  • 7+ years' experience in risk management within long only or benchmark-relative fixed income or multi-asset portfolios. This may have been gained on the Buy-side, the Sell-side or Consultancy
  • Proven ability to partner with investment talent effectively
  • Ability to manage multiple tasks, prioritize effectively, meet deadlines, and deliver high quality, accurate work in a fast-paced business
  • Demonstrable fixed income derivatives knowledge
  • Experience with insurance mandates a plus
  • Experience with structured fixed income products such as MBS (Mortgage-Backed Securities) or CLO (Collateralized Loan Obligation) products would be considered a plus
  • Previous experience as a risk taker would be advantageous

Strong academic credentials:
post-graduate degree in a quantitative field and/or FRM/CFA/CAIA preferred

#LI-AT1

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


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


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)