Investment Specialist
2 days ago
Wellington Management is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide. Our team of experienced professionals provides tailored investment strategies and solutions to meet the unique needs of our clients.
The RoleWe are seeking an Investment Specialist to join our Fundamental Factor Platform team. The successful candidate will work closely with our investment team to develop and implement investment strategies, conduct market and manager research, and provide bespoke research and advice to clients.
Key Responsibilities- Contribute to the development of new investment strategies and client solutions
- Conduct market and manager research to inform investment decisions
- Provide bespoke research and advice to clients on investment topics such as fundamental factors, manager research, asset allocation, policy, and risk management
- Work closely with the investment team to develop and implement investment strategies
- Collaborate with colleagues across the firm to support client needs
- Meaningful relevant industry experience and record of achievement
- Advanced analytical skills, including the ability to frame issues, identify important points, and draw conclusions
- Attention to detail combined with a solutions-oriented, strategic mindset
- Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
- 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 and familiarity with Factset are a plus but not essential
- Ability to organize, manage, and prioritize time well
- Grace under pressure with an ability to adapt and get things done
- A global perspective and/or language skills are viewed favorably
We offer a comprehensive and high-value benefit package to meet the unique needs of our employees and their families. We are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.
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.
The base salary range for this position is USD 65,000 - 100,000. 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.
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