Investment Analyst

🕒 April 22

🏢🏡 Boston – Hybrid

💵 $80k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Wellington Management

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1933

💸 Finance

Finance • Investing • Asset Management

Wellington Management is one of the world’s leading independent asset managers, founded in 1928 and headquartered in Boston. The firm manages over USD 1 trillion in client assets and provides a range of investment solutions across multiple asset classes, including equity, fixed income, alternatives, and private investments. With a collaborative culture that prioritizes innovation and accountability to clients, Wellington combines deep research resources with independent portfolio teams to deliver integrated investment strategies.

📋 Description

• Perform analyses that ensure portfolio integrity • Provide oversight of portfolio positioning, performance, and risk exposures • Contribute to the development of new investment strategies • Conduct market and competitor analysis • Evaluate product overlap and capacity trends • Prepare white papers and presentation materials • Participate in meetings with clients, prospects, and consultants • Communicate investment philosophy, strategy, positioning, and performance

🎯 Requirements

• 3-5 years of relevant experience • Progress towards the CFA is preferred • A Bachelor’s degree with very strong academic credentials • Strong analytical skills • Ability to organize and synthesize data • Solid judgment and intellectual curiosity • Proactive and self-starter attitude • Attention to detail with a solutions-oriented mindset • Ability to write clearly and succinctly • Strong technical skills; mastery of MS Excel • Familiarity with third party tools (eVestment, FactSet, Morningstar) is preferred • Experience leveraging AI tools is a plus • Ability to manage and prioritize time effectively

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Retirement plan • Health and wellbeing • Dental, vision, and pharmacy coverage • Health savings account • Flexible spending accounts • Commuter program • Employee assistance program • Life and disability insurance • Adoption assistance • Back-up childcare • Tuition/CFA reimbursement