Sophisticated Asset Allocation Specialist

Investment Strategy Analyst Role

Our firm provides comprehensive investment management services to clients worldwide, spanning nearly all asset classes.

We have 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 perspective that aligns with our clients' goals.

The Wellington Solutions team is an investment solutions platform that partners closely with clients to address investment challenges.

Our mission is to deliver outcome-oriented strategies by integrating diversified asset allocation, multi-manager portfolio design, robust portfolio construction, and sophisticated risk management.

The team has extensive experience in managing solutions and leverages the firm's active management capabilities to create optimal portfolios for our clients.

A critical component of this process is our asset allocation research that informs how we position portfolios across various asset classes.

This research spans systematic and fundamental, short-term and long-term, broad-based and client-specific.

Given the critical nature of this research, we are seeking an analyst to support our asset allocation research effort and play a role in supporting the local portfolio management team in managing client assets.

The successful individual will need to be able to support a team-based process that drives asset allocation positions in our portfolios.

This will involve undertaking research across multiple disciplines and asset classes to fit into a multi-asset framework.

The individual will also need to ensure that research is both robust and pragmatic, translating into investable views and insights for use in client portfolios.

We run both strategic (solution design and client advisory) and tactical (tactical asset allocation and active risk control) research agendas across our multi-asset solutions.

The expectation is that the focus of this candidate will be on strategic research, although a broader skill set would be advantageous.

Importantly, the focus is on applied research to drive positions in client portfolios.

Responsibilities:

Supporting a team-based process that drives the asset allocation positions in our portfolios.

Helping the portfolio management team with research that drives our capital markets assumptions and strategic asset allocation.

Supporting the team's research agenda, balancing a desire to continuously raise the foundational asset allocation research with the ability to apply it for the benefit of the firm's clients.

Forming a tight partnership with our portfolio management team, our head of research, other researchers, and team members.

Building scalable Python-based investment models leveraging modern data science libraries to support decision-making, conducting advanced quantitative research to identify alpha signals, and adapting strategies to evolving market conditions.

Qualifications:

Education:

Bachelor's degree in finance, business administration, or related fields or equivalent qualification.

Certification:

Willing to work towards a relevant certificate such as CFA.

Experience:

Graduate position but relevant work experience in investment research, strategy, economics, capital markets, or other related experience.

Ideal experience working with multi-asset portfolios through an internship.

Skills:

Curiosity and enthusiasm for markets and investing.

Analytical mindset with strong data collection, statistical, and empirical research skills.

Proficiency in Python (or similar) required with experience developing and back testing systematic investment strategies.

Self-sufficiency in delivering relevant market-based asset allocation research.

Process management - proven ability to deliver and execute research processes to a high standard, within deadlines, and in coordination with others.

Team player - collaborative mindset and ability to partner with colleagues across the team and the firm globally.

Communication skills - strong written and verbal communication skills, with the ability to communicate deep research findings effectively to internal stakeholders.

Benefits:

Equal opportunity employer providing equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by applicable law.

Accommodation provided for candidates with disabilities.

Flexible work arrangement allowing employees to work from offices 4 days a week with flexibility to work remotely 1 day a week.