Investment Risk Analyst, Equity

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.

THE COMPANY  

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. 

THE POSITION  

The Risk Strategy function, part of our Investment Excellence department, helps investors make better decisions through clarity, rigor, and partnership. We are independent, trusted advisors who combine quantitative analysis, market judgment, and curiosity to translate complex data into clear, actionable insights. By framing risk in context and fostering reflection, we help investors align risk with conviction, thereby sharpening investment skill and strengthening portfolio outcomes over time. 

The Risk Analyst will work closely with Risk Strategists on the team and will oversee the team's analytical infrastructure (metadata, risk database, risk reporting, dashboards) making contributions in the oversight of the firm's equity portfolios. A successful Risk Analyst will leverage Wellington's risk modeling and analysis platform to enhance the engagement of the Risk Strategists with the Portfolio Management teams.  They will also continually work to enhance the risk oversight process and infrastructure, will create or improve clear, engaging reports/analytics that identify material portfolio risks in individual portfolios and across the equity platform.  Responsibilities of the role will also include project management of team's various initiatives, development of analytics reporting/dashboards, and delivering digestible data and actionable information internally, so Risk Strategists and other firm leaders can make more-informed decisions and better set priorities.    

The candidate should be comfortable with rapid response times and quick turnarounds commensurate to the dynamic demands of the team.  The Risk Analyst should be sufficiently confident in their analyses to interpret the outputs of their work, explaining or defending their conclusions within the Risk Strategy team or to the investment teams as appropriate.  Risk Analysts are expected to be vocal, self-starting members of the team, thoughtfully challenging colleagues and independently reviewing risk-related data in their areas to highlight potential areas of concern or focus to Risk Strategists for further review and potential follow-up.   

The Risk Analyst role requires a knowledge of risk analysis gained from experience in institutional investment management and risk management. They 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 colleagues, and take proactive ownership for the quality of their work.   

RESPONSIBILITIES 

Responsibilities for this position will include the following:    

• Ensure reports, dashboards, or other tools of the risk management process are properly executed and reviewed for accuracy, with outliers or areas of concern highlighted to team members of the team; 
• Engage with Risk Strategists and other investment professionals on a daily basis, to ensure transparent measurement and reporting of risks in portfolios; 
• Participate actively in risk meetings and other dialogues on risk concerns and measurements; 
• Actively engage on enhancing therRisk 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 risk strategy work more broadly. 

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. They will have experience working with technology resources on implementation, particularly when combining risk concepts with data analysis.  A high technical capability, such as a proficiency in SQL/Python and visualization tools such as Tableau. 

Additional key qualifications include:   

• 3-7 years of experience in portfolio analysis, data analysis, risk management, and/or risk systems   
• Proven ability to partner with investment talent effectively 
• Ability to manage multiple projects/assignments, prioritize effectively, meet deadlines, and deliver high quality, well-reviewed work  
• Proactive and intellectually curious, self-sufficient professional able to convey complex ideas and datasets into actionable insights 
• Bachelor's Degree required, preferably in economics, mathematics, finance or technology-related field of study.
• A Master's Degree or CFA is considered a plus. 
• Strong fit with the firm's cultural tenets of inclusivity, collaboration, accountability, and collegiality. 

Location 

The Risk Analyst, Equity will be based in Wellington's Global Headquarters in Boston, MA.  

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:

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.