Investment Analyst, Equity Product Management

Wellington Management Company, LLP
London, United Kingdom
Jun 12, 2019
Jul 12, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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 50 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.


The Company

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

Investment Products & Strategies

The Investment Products & Strategies (IPS), Equity group at Wellington Management works closely with our equity investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. Our equity investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The IPS function has three main objectives:

1. Product Development & Marketing

IPS contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.

2. Investment Integrity & Risk Management

IPS acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.

3. Business Management

IPS contributes to business management, including managing risk, capacity, pricing and guidelines, leads resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product development best practices.

Role & Responsibilities

As part of the continued growth of the IPS group in EMEA, we are seeking to recruit an Equity Investment Analyst to join the team in London. The successful candidate will work as part of one or more product coverage teams led by the respective Investment Director(s). The primary focus of the role will be to provide analytical leverage to the team, as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage.

Responsibilities will include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional responsibilities may include creating and maintaining marketing and client materials, reviewing RFPs, responding to client questions, automating workflows and collaborating on the development of client solutions and new investment approaches.


Success in the role requires demonstrated interest in equity investing, a passion for learning and a development mindset. 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.

Further qualifications are likely to include:

* 2-5 years of relevant professional experience;

* Strong academic background, ideally including a post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one;

* 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 mind set;

* Ability to write clearly and succinctly in a variety of communication settings;

* Articulate, with an interest in developing presentation skills;

* Ability to work both independently and in collaboration with a global team;

* Strong technical skills, ideally including MS Excel and familiarity with Factset;

* Ability to organize, manage, and prioritize time well;

* Grace under pressure, with an ability to adapt to get things done;

* A global perspective and/or language skills would be viewed favourably.

Please note that we are only able to respond to successful applicants.

Investment Analyst, Equity Product Management

Product Management


As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 .

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