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Portfolio Analyst - Wellington Management Company, LLP
Jobs via eFinancialCareers, Boston, Massachusetts, us, 02298
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Portfolio Analyst - Wellington Management Company, LLP
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Jobs via eFinancialCareers 2 weeks ago Be among the first 25 applicants Join to apply for the
Portfolio Analyst - Wellington Management Company, LLP
role at
Jobs via eFinancialCareers About Us
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
We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Broad Markets Team to implement their investment strategies in client portfolios.
Responsibilities
Primary responsibilities:
Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios. Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines. Monitoring positions and verifying that transactions are consistent with client guidelines. Interacting with many areas of the firm to improve processes and minimize operational risks; and Monitoring performance, risk exposures and key market sensitivities of positions in portfolios.
Qualifications
The successful candidate for this position is likely to:
A minimum of 3-5 years of relevant professional experience in the fixed income space, preferably as Guideline Monitoring or as Fixed Income Portfolio Analyst. Demonstrated strong understanding of, and interest in, fixed income investing. Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset. Proficient programming skills in Python is preferred Ability to work well under pressure and prioritize tasks. Strong interpersonal skills to interact effectively with investment and other business professionals around the firm. Ability to think creatively and initiate projects that lead to improved implementation of strategies and trades; and Strong academic credentials. An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com .
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 65,000 - 150,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
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Portfolio Analyst - Wellington Management Company, LLP
role at
Jobs via eFinancialCareers 2 weeks ago Be among the first 25 applicants Join to apply for the
Portfolio Analyst - Wellington Management Company, LLP
role at
Jobs via eFinancialCareers About Us
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
We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Broad Markets Team to implement their investment strategies in client portfolios.
Responsibilities
Primary responsibilities:
Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios. Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines. Monitoring positions and verifying that transactions are consistent with client guidelines. Interacting with many areas of the firm to improve processes and minimize operational risks; and Monitoring performance, risk exposures and key market sensitivities of positions in portfolios.
Qualifications
The successful candidate for this position is likely to:
A minimum of 3-5 years of relevant professional experience in the fixed income space, preferably as Guideline Monitoring or as Fixed Income Portfolio Analyst. Demonstrated strong understanding of, and interest in, fixed income investing. Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset. Proficient programming skills in Python is preferred Ability to work well under pressure and prioritize tasks. Strong interpersonal skills to interact effectively with investment and other business professionals around the firm. Ability to think creatively and initiate projects that lead to improved implementation of strategies and trades; and Strong academic credentials. An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com .
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 65,000 - 150,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Jobs via eFinancialCareers by 2x Get notified about new Portfolio Analyst jobs in
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Boston, MA $100,000.00-$225,000.00 1 month ago Boston, MA $200,000.00-$230,000.00 3 months ago Equity Analyst - Wellington Management Company, LLP
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Boston, MA $80,000.00-$180,000.00 2 weeks ago Investment Analyst - Wellington Management Company, LLP
Boston, MA $65,000.00-$150,000.00 2 days ago Investment Analyst - Wellington Management Company, LLP
Boston, MA $65,000.00-$150,000.00 2 days ago Cambridge, MA $124,000.00-$197,000.00 1 week ago Strategic Initiatives Analyst, Investment Platform
Boston, MA $65,000.00-$150,000.00 2 weeks ago Property Manager - Multifamily Portfolio
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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