Investment Strategy Analyst, Ffp

2 weeks ago


Boston, United States Wellington Management 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 Investment Strategy team is responsible for multi-factor, multi-manager, multi-asset and custom solutions. The team provides bespoke research and advice across various topics such as fundamental factors, asset allocation, thematic investing and manager research and manages various outcome oriented, factor, and thematic portfolios on behalf of clients.

We are seeking to recruit an Analyst to work with our Fundamental Factor Team within Investment Strategy. The individual will be focused on helping the team conduct research for their proprietary equity factor platform and managing a suite of factor portfolios. They will also contribute to the team’s manager research, strategic solutions proposals, and client analytics capabilities.

QUALIFICATIONS
- 2-5 years of relevant experience, during which they have gained:

- Strong understanding of investment management, risk management and portfolio construction concepts with a specific focus on equities.
- Familiarity with risk management and portfolio construction techniques using common industry tools such as Barra, Axioma, etc.
- Interest in factors and their role in driving the performance of fundamental investment strategies
- Intellectual curiosity and a passion for rigorous research, markets and the intersection of technology and investing
- Aptitude and enthusiasm for working with technology
- Ability to thrive in a multi-faceted, fast paced environment with multiple competing deadlines
- Work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes
- Strong work ethic and attention to detail, versatility and creative problem solving
- Excellent written, oral and interpersonal communication skills
- Strong academic credentials

In addition the following would be a plus:

- Programming skills and experience with business intelligence tools and data architecture.
- Completion of CFA

LI-CF1
- ._

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 - 180,000

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)



  • Boston, United States Bracebridge Capital Full time

    Summer Analysts will work directly on the trading floor alongside Analysts and Portfolio Managers and gain valuable exposure to various investment product areas such as Emerging Markets, Corporate Credit, Rates and Structured Products. Our summer experience is an opportunity not just to learn, but to contribute as well. Past Summer Analysts have: Implemented...


  • Boston, United States Parametricportfolio Full time

    Career Opportunities for Experienced Professionals parametric parametric x Location, State, City, or Zip Code Advanced Options Sort by: Relevance 16 open jobs. Use your resume to get matched with the right job. 16 open jobs. Use your resume to get matched with the right job. Upload your resume Associate - PSG Data Analyst (Investment...


  • Boston, United States Schneider Electric Full time

    Home and Distribution Strategy & SustainabilityAnalyst / Senior Analyst About the positionDo you dream of working in a company that is driven by a meaningful purpose? An inclusive company that empowers you to do your best and be innovative?We are looking for Strategy & Sustainability professionals to make an impact! At Schneider Electric, we believe access...


  • Boston, United States Fidelity Investments Full time

    The Analyst, CLO Investment Services will be assigned to a 2-3 live CL - Os and will have responsibility for the daily monitoring of CLO compliance test results, regular review/updates of security reference data, and monthly Trustee Report review/app Investment, Analyst, Portfolio Manager, Operations, Service, Trader, Banking


  • Boston, United States Fanning Personnel Full time

    Sr Trading Specialist/Investment Analyst Job Code : 7079 Job Category : Investment Operations Job Type : Permanent Job Location : Date Posted : Apr 18 2023 Expires On : May 31 2023 Responsibilities : · Assist in due-diligence, research and ongoing monitoring related to both current and prospective investment managers. The Associate's primary area of focus...


  • Boston, United States Diverse Lynx Full time

    Job Title : Investment Banking Business Analyst Location : Channel Center, Boston, MA Duration : Long-Term Contract (W2 / C2C) Relevant Experience 8-10 years. JOB DESCRIPTION: Business Analysis Investment Banking Domain expertise ( fixed income, trading, Charles river, portfolio construction ) Requirement gathering Communication Please suggest. Diverse Lynx...


  • Boston, United States Dana-Farber Cancer Institute Full time

    **Job ID**: 39337 **Location**: 450 Brookline Ave, Boston, MA 02215 **Category**: Operations **Employment Type**: Full time **Work Location**: **Remote**: occasional time on campus Overview The People Strategy Analyst plays an important role in supporting the People Strategy team within the department of Human Resources (HR) at Dana-Farber Cancer...


  • Boston, United States The Bank of America Corporation Full time

    The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in t Market Analyst, Private, Analyst, Senior, Monitoring, Investment, Technology, Banking


  • Boston, United States Boston Consulting Group Full time

    WHAT YOU'LL DOAs a Senior Knowledge Analyst (SKA) within BCG's Financial Institutions practice area you will work in a growing global team, providing industry expertise and insights whilst working together with case and proposal teams to provide knowledge assets, analysis and expert advisory. You’ll serve as a thought partner and content expert to case...

  • Investment Principal

    2 weeks ago


    Boston, United States Partners Capital Full time

    The Investment Principal on the Client CIO team located in Boston will lead teams that manage multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment. Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief...


  • Boston, United States Gresham Hunt Full time

    Role: Operations Solutions Analyst – Investment OperationsLocation: Boston, MA, USAType: Permanent – HybridOur Client, a global alternative investments manager, is looking to hire a technically strong analyst to take on a broad mandate covering new fund implementation. Located in Boston, MA, this role will sit across all new fund launches, supporting the...


  • Boston, United States Gresham Hunt Full time

    Role: Operations Solutions Analyst – Investment OperationsLocation: Boston, MA, USAType: Permanent – HybridOur Client, a global alternative investments manager, is looking to hire a technically strong analyst to take on a broad mandate covering new fund implementation. Located in Boston, MA, this role will sit across all new fund launches, supporting the...

  • Director, Strategy

    1 week ago


    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleThe Director, Strategy is a member of the Fidelity Institutional WealthManagement Services (IWMS) organization and will play a key role in the ongoing development of the IWMS strategy and long-term plan. In this role you will drive day-to-day management and leadership of key cross-Fidelity Brokerage Operations and Technology (FBOT)...


  • Boston, United States MassMutual Full time

    Marketing Director Investments, Product Marketing Full-Time (Hybrid) Boston, New York City or Springfield The Opportunity MassMutual Brand and Marketing has committed to a vision to drive growth and create exceptional experiences & value for our customers, partners, and communities by embracing a data-driven and collective culture. Focusing on supporting...


  • Boston, United States Bank of America Full time

    Job Description: The Chief Investment Office (CIO) isthe centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office p rovides thought leadership on...

  • Business Analyst

    2 days ago


    Boston, United States System One Full time

    Please send me your details (resume, work authorization status, current location, availability and compensation expectations) directly to: denis.potapenko@systemone.com for an immediate consideration. Make sure to include both the job title and location of the job if you email me directly. Business Analyst Experience with financial data, particularly a...


  • Boston, United States Global Atlantic Financial Group Full time

    **COMPANY OVERVIEW** Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions. We are...


  • Boston, United States Bank of America Full time

    Job Description:The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on...


  • Boston, Massachusetts, United States Bank of America Full time

    Job Description:The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on...

  • Business Analyst

    3 weeks ago


    Boston, United States MDMS Recruiting Full time

    Business Analys t is a key role in the implementation of successful projects. In the newly formed team, the business analyst will act as the conduit between multiple stakeholders including program management, business leads, Investment teams and other subject matter experts. The individual will elicit requirements from stakeholders, ensure the proposed...