Investment Analyst Position Available In New York, New York

Job Order Number:

DG0216183

Job Title:

Investment Analyst

Company:

Wellington Location:

New York, NY

Salary:

Education:

Information Not Provided

Experience:

Information Not Provided

Hours:

Duration:

Full Time, Regular

Shift:

Description:

• 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
• Wellington Solutions designs and manages customized portfolios across multi-asset, equity, and quantitative investments.

The team combines allocator, research, and implementation expertise to provide clients with integrated investment solutions. The team manages $36B across proprietary factor, hedged, and extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment solutions that pursue customized risk and alpha objectives. The team also provides bespoke research and advice across various topics such as fundamental factors, manager research, asset allocation, quantitative investing, and risk management.

The Investment Analyst will work as part of a product coverage team led by an Investment Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to support our clients’ investment needs. This position will be predominantly focused on supporting the commercialization and growth of a new and exciting strategic initiative providing solutions across public and private assets to the US wealth market. The product coverage team has two main objectives:

PRODUCT DEVELOPMENT AND

MARKETINGContributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.

BUSINESS

MANAGEMENTContributing to business management, including managing risk, capacity, pricing, and guidelines, leading the resolution of internal business challenges, and collaborating on product management business to share investment integrity, marketing and product development best practices.

• ROLE AND RESPONSIBILITIES

• The primary focus of the role is to provide analytical leverage to the team as well as to serve as an internal expert and point of contact regarding the investment teams and products under coverage.

Key responsibilities include:+ Executing a high volume of ad hoc analysis and data requests for internal stakeholders and clients.+ Supporting the efforts of the Solutions Directors, Client Portfolio Managers, and wholesalers focused on the commercial success of a new strategic initiative focused on public/private funds by creating and maintaining marketing and client materials.+ Performing analyses related to portfolio positioning, performance and risk, market trends, competitive positioning, and pricing.+ Familiarity with tools such as FactSet and Morningstar is a plus.+ Automating workflows and collaborating on the development of client solutions and new investment approaches.+ Integrating AI tools into workflows to enhance efficiency and insight generation.

• QUALIFICATIONS

• The Investment Analyst role is multi-faceted and requires demonstrated interest in investment topics, a passion for learning, as well as strong analytical skills.

A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative, and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.

Key qualifications for this role include:+ 3-5 years of relevant experience; wealth man