Investor Strides LLC
Job Listing Summary
Investment Analyst at Wellington Management
Location: Boston, United States Date Posted: July 10, 2025 Employment Type: Full-Time Role Overview
The Solutions Investment Analyst will join the Solutions Product Management team, focusing on multi-asset and quantitative strategies. This role involves providing analytical support and collaborating with various teams to meet client needs and drive product innovation. Key Responsibilities
Conduct deep-dive analysis on portfolio positioning, performance attribution, and risk exposures. Support the design and implementation of customized investment solutions. Utilize asset allocation modeling tools for strategic and tactical investment decisions. Apply AI and data science tools to enhance analytical workflows. Create and maintain marketing and client materials that articulate investment strategies. Respond to internal and external inquiries with analytical rigor. Automate workflows and contribute to scalable, data-driven investment approaches. Collaborate on product development, pricing, capacity management, and business planning. Qualifications
3–5 years of relevant experience in multi-asset, quantitative, or solutions-oriented investment roles. Strong analytical skills with the ability to synthesize complex data into actionable insights. Experience with asset allocation frameworks and modeling tools. Familiarity with AI tools in investment research is a plus. Proficiency in Excel; experience with FactSet, Morningstar, Python, or other analytical platforms is preferred. Bachelor’s degree with strong academic credentials; advanced degrees or certifications (e.g., CFA) are a plus. Excellent communication skills, both written and verbal. Self-starter with a proactive mindset and ability to manage multiple priorities. Attention to detail and a solutions-oriented mindset.
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Location: Boston, United States Date Posted: July 10, 2025 Employment Type: Full-Time Role Overview
The Solutions Investment Analyst will join the Solutions Product Management team, focusing on multi-asset and quantitative strategies. This role involves providing analytical support and collaborating with various teams to meet client needs and drive product innovation. Key Responsibilities
Conduct deep-dive analysis on portfolio positioning, performance attribution, and risk exposures. Support the design and implementation of customized investment solutions. Utilize asset allocation modeling tools for strategic and tactical investment decisions. Apply AI and data science tools to enhance analytical workflows. Create and maintain marketing and client materials that articulate investment strategies. Respond to internal and external inquiries with analytical rigor. Automate workflows and contribute to scalable, data-driven investment approaches. Collaborate on product development, pricing, capacity management, and business planning. Qualifications
3–5 years of relevant experience in multi-asset, quantitative, or solutions-oriented investment roles. Strong analytical skills with the ability to synthesize complex data into actionable insights. Experience with asset allocation frameworks and modeling tools. Familiarity with AI tools in investment research is a plus. Proficiency in Excel; experience with FactSet, Morningstar, Python, or other analytical platforms is preferred. Bachelor’s degree with strong academic credentials; advanced degrees or certifications (e.g., CFA) are a plus. Excellent communication skills, both written and verbal. Self-starter with a proactive mindset and ability to manage multiple priorities. Attention to detail and a solutions-oriented mindset.
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