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 55 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.
We are seeking to add a new member to the Sustainable Investment team within Investment Products and Fund Strategies (IPFS). IPFS works closely with investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. Recently, we formed the Sustainable Investment team within IPFS whose core purpose is to support and advance the firm's sustainable investment initiatives, in the following ways:
Setting external strategy for the Sustainable Investment Platform - collaborating with the Sustainable Investment Research Team on commercial product development, platform/research capabilities messaging, and external representation
Providing expert insight and ongoing education on sustainability for product teams across IPFS, to help support investment team integration and commercial positioning
Acting as business partners across the firm (including the Investment Platform) to help address client and regulatory requirements related to sustainability
Strengthening partnerships with client facing teams, by collaborating on external client engagement strategy, product positioning, content development, and reporting
Role and responsibilities
The Investment Analyst will have a wide range of responsibilities that may shift over time as the sustainable investment industry continues to evolve. Initially, the Analyst will help advance the key priorities of the Sustainable Investment team within IPFS - working across asset classes and across sustainability disciplines. This will include but not be limited to - ESG integration and engagement, climate, and impact investing, across equities, fixed income, multi-strategy, alternatives, and private investments. The Analyst may also have direct product coverage for one or more products on our Sustainable Investment Platform.
Specific responsibilities will include: serving as a sustainable investment subject matter expert and resource for teams across IPFS and the Client Group, serving on cross-functional SI working groups, creation of sustainability marketing materials and content, review of RFPs, responses to client questions, and collaboration on the development of client solutions and new sustainable investment approaches including competitive analysis. Product specific responsibilities would also include working directly with portfolio managers, performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing.
Success in the role requires a high degree of flexibility, initiative, and can-do attitude. Demonstrated interest in both sustainable investment and the investment industry/markets more broadly, a passion for learning, as well as strong analytical skills are also key. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.
We are seeking candidates who display the following characteristics:
A Bachelor's degree with very strong academic credentials and a record of achievement
2-5 years of relevant experience, experience with sustainable investment preferred but not required
Fixed income or equity specific experience is also a plus
Project management skills
Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
Attention to detail combined with a solutions-oriented mindset
Ability to write clearly and succinctly in a variety of communication settings
Articulate with an interest in developing presentation skills
Proactive with an ability to work both independently and in collaboration with a global team
Strong technical skills; mastery of MS Excel and familiarity with Factset are a plus but not essential
Ability to organize, manage, and prioritize time well
Grace under pressure with an ability to adapt to get things done
JOB TITLE Investment Analyst, IPFS - Sustainable Investment
LOCATION 280 Congress
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 GMCANINQ@wellington.com .