Investment Analyst

Employer
Wellington Management Company, LLP
Location
London, United Kingdom
Salary
Competitive
Posted
Feb 24, 2021
Closes
Feb 27, 2021
Ref
9949677
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
WELLINGTON MANAGEMENT

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.

POSITION

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 specialised subject-matter expertise.

Product Management
The Investment Products and Fund Strategies - 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 capitalisations, and styles. The function has three main objectives:
Product Strategy and Marketing
Investment Products and Fund Strategies contributes to client growth and retention by assessing business opportunities and leading business planning; contributing to product development and creation of 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
Investment Products and Fund Strategies 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
Investment Products and Fund Strategies 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
The Equity Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of the Investment Products and Fund Strategies - Equity 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.

Qualifications
Success in the role requires an interest in equity investing, 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 creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.

Further qualifications include:
  • 3-5 years of relevant experience and progress towards the CFA are preferred
  • A Bachelor's degree with very strong academic credentials
  • Strong technical skills; mastery of MS Excel and Factset are essential
  • 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
  • Proactive, self-starter attitude, with a strong desire to own outcomes
  • 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
  • Ability to work both independently and in collaboration with a global team
  • Ability to organize, manage and prioritise time well
  • Grace under pressure with an ability to adapt to get things done
  • A global perspective and/or language skills are viewed favorably, but are not essential
  • Knowledge of Wellington's various internal reporting is a key advantage, but not essential, as long as candidate is a self-starter at learning the use of new applications.
SKILLS

JOB TITLE
Investment Analyst

LOCATION
London

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 .

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