Investment Strategy Analyst

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 Wellington Solutions team is a comprehensive investment solutions platform that partners closely with clients to solve 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 an extensive history in managing solutions and harnesses the power of the firm’s active management capabilities to create the optimal portfolio 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 along with playing a role in region in supporting the local portfolio management team in managing our 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. This individual will also need to ensure that research is both robust and pragmatic, translating into investable views and insights for use in client portfolios.

RESPONSIBILITIES
- We are seeking to recruit a researcher with a blend of quantitative and fundamental skills who will be responsible for:_- Supporting a team-based process that drives the asset allocation positions in our portfolios.- Helping the portfolio management team on research that drives our capital markets assumptions and strategic asset allocation.-
- Forming a tight partnership with our portfolio management team, our Head of Research, other researchers and team members- Build scalable Python-based investment models leveraging modern data science libraries to support decision-making, conduct advanced quantitative research to identify alpha signals, and adapt 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:
- This is a graduate position but relevant work experience in investment research, strategy, economics, capital markets or other related experience- Ideally experience working with multi-asset portfolios through an internship- Skills:
- Curiosity & 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 (e.g. PMs, researchers, and other investors) are critical to success in Wellington’s collaborative and interactive culture.
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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.