Investment Analyst

Wellington Management Company, LLP
Sydney, Australia
Oct 28, 2019
Nov 14, 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$1.1 trillion in assets under management as of 30 June 2019, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span 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, and inclusive culture 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 and Strategies
The Investment Products & Strategies - Fixed Income (IPS - Fixed Income) group at Wellington Management works closely with our fixed income investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. Our fixed income investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The IPS - Fixed Income function has three main objectives:

Product Development and Marketing

IPS - Fixed Income 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.

Investment Integrity and Risk Management

IPS - Fixed Income 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.

Business Management

IPS - Fixed Income 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 and Responsibilities
Portfolio Analysts are members of product teams, led by the Investment Directors. He/she works closely with the Investment Directors, investment teams, and business professionals to contribute to the broad efforts of the IPS - Fixed Income Group. The primary focus of the role is 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 include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches.

The role of an Investment Analyst requires demonstrated skills or knowledge of markets and macroeconomics in combination with a passion for investing. The ideal candidate is a flexible problem solver with a can-do attitude who takes ownership of issues. The individual will interact closely with members of the investment teams, the Global Relationship Group and other functional areas contributing to efforts centered on reviewing and evaluating the integrity of our fixed income approaches and driving the success of those products in the marketplace.

Success in the role requires an interest in markets, passion for learning, and a willingness to own one's own development. A positive, collegial attitude and high level of professionalism are essential, as are initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines. We seek individuals that possess the analytical skills and ability to organize and interpret investment data to reach conclusions as well as effective verbal and written communication skills. Further, the ideal candidate will possess the following qualifications:

  • A university degree with very strong academic credentials
  • Working knowledge of macroeconomics and interest in fixed income markets
  • 3-5 years of relevant experience and progress / desire for progress towards the CFA are preferred
  • Strong technical skills and mastery of MS Excel
  • Excellent organizational and project management skills, attention to detail
  • Excellent written, oral, and interpersonal communication skills
  • Creative problem solving skills, solutions-oriented mindset
  • Ability to work both independently and in collaboration with a global team
  • Grace under pressure with an ability to adapt to get things done
  • A global perspective

Investment Analyst

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 .