Investor Strides LLC
Job Listing Summary
Investment Analyst at Wellington Management
Location: Boston, United States Date Posted: July 17, 2025 Employment Type: Full-Time Role Overview
The Investment Analyst will be part of the Equity Product Management (EPM) group, contributing to the support of clients' investment needs through analytical leverage and collaboration with various internal teams. Key Responsibilities
Perform analyses related to portfolio positioning, attribution, risk, market trends, competitive positioning, and pricing. Create and maintain marketing and client materials. Review RFPs and respond to client inquiries. Automate workflow and collaborate on the development of client solutions and new investment approaches. Required Experience
2-5 years of relevant experience preferred. Progress towards CFA is preferred. Qualifications
Bachelor’s degree with strong academic credentials. Demonstrated analytical skills and ability to synthesize data. Solid judgment, intellectual curiosity, and attention to detail. Ability to write clearly and succinctly. Proactive and able to work independently and collaboratively. Strong technical skills, particularly in MS Excel; familiarity with Factset is a plus. Ability to manage and prioritize time effectively.
#J-18808-Ljbffr
Location: Boston, United States Date Posted: July 17, 2025 Employment Type: Full-Time Role Overview
The Investment Analyst will be part of the Equity Product Management (EPM) group, contributing to the support of clients' investment needs through analytical leverage and collaboration with various internal teams. Key Responsibilities
Perform analyses related to portfolio positioning, attribution, risk, market trends, competitive positioning, and pricing. Create and maintain marketing and client materials. Review RFPs and respond to client inquiries. Automate workflow and collaborate on the development of client solutions and new investment approaches. Required Experience
2-5 years of relevant experience preferred. Progress towards CFA is preferred. Qualifications
Bachelor’s degree with strong academic credentials. Demonstrated analytical skills and ability to synthesize data. Solid judgment, intellectual curiosity, and attention to detail. Ability to write clearly and succinctly. Proactive and able to work independently and collaboratively. Strong technical skills, particularly in MS Excel; familiarity with Factset is a plus. Ability to manage and prioritize time effectively.
#J-18808-Ljbffr