Investment Specialist

🕒 April 25

🏢🏡 Boston – Hybrid

💵 $90k - $180k / 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

• Monitor portfolio positioning, performance, and risk exposures to ensure investment integrity. • Contribute to the development of new investment strategies and client solutions. • Conduct market research and competitive analysis to inform product strategy. • Evaluate product overlap, capacity trends, and pricing dynamics. • Prepare white papers and presentation materials to differentiate portfolios. • Participate in client, prospect, and consultant meetings to communicate investment philosophy and performance. • Collaborate with investment teams, the Client Group, and other functional areas. • Integrate AI tools into workflows to enhance efficiency and insight generation. • Support business management initiatives including risk oversight and internal issue resolution. • Represent the product team with professionalism and clarity in high-stakes environments.

🎯 Requirements

• 5–7+ years of industry experience, preferably in a relevant capacity. • MBA and/or CFA preferred. • Familiarity with securitized products, including Agency MBS, RMBS, CMBS, ABS, and CLOs, is a meaningful advantage. • Advanced analytical skills with the ability to frame issues and draw insights. • Strong written, oral, and interpersonal communication skills. • Ability to communicate complex fixed income topics clearly and effectively. • Poise under pressure and strong presentation skills. • Creative problem-solving and a solutions-oriented mindset. • Strong business judgment and intellectual curiosity. • Ability to work independently and collaboratively. • Leadership skills, adaptability, and a proactive approach to execution.

🏖️ Benefits

• health insurance • retirement plan • dental coverage • vision coverage • pharmacy coverage • health savings account • flexible spending accounts • employee assistance program • life insurance • disability insurance • adoption assistance • back-up childcare • tuition reimbursement • paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)