Investment Treasury Portfolio Analyst

Employer
Wellington Management Company, LLP
Location
London, United Kingdom
Salary
Competitive
Posted
Jun 07, 2022
Closes
Jun 15, 2022
Ref
14309724
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 60 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 transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.
OVERVIEW
The Investment Treasury Portfolio Analyst, based in London, will work with teams across the firm and across asset classes to manage currency exposures, excess cash, and help optimise collateral and margin. The analyst will be part of the Investment Implementation team within the Investment Services and Technology group (InvesTech).

RESPONSIBILITIES
Primary responsibilities:
  • Managing and rebalancing firm-wide portfolios' currency exposures in response to events such as cash flows, active trades, benchmark changes, market price movements, and changes in client guidelines
  • Implementing Investment Treasury's cash management approach for portfolios with surplus cash
  • Monitoring portfolio positions, and verifying that positions, risk exposures, and key market sensitivities are consistent with client guidelines and objectives
  • Developing the Investment Treasury Platform and interacting with many areas of the firm to improve processes and minimise operational risks
  • Optimising collateral posted to cover margin for derivatives positions
QUALIFICATIONS
The successful candidate for this position is likely to have:
  • Advanced analytical skills (particularly data analysis) and a basis in programming, a quantitative orientation, a detail oriented mindset, and intellectual curiosity;
  • Demonstrated strong interest in foreign exchange and fixed income investing, with a prior understanding viewed favourably;
  • Ability to work well under pressure and prioritise tasks;
  • Strong interpersonal skills to interact effectively with investment and other business professionals around the firm;
  • Ability to self-start, think creatively and initiate projects that lead to improved implementation of strategies and trades;
  • Previous asset management industry experience is preferred, although candidates from other backgrounds will also be considered. The most relevant professional experience would be gained in a similar Portfolio Analyst, Assistant Portfolio Manager or Trader Support role.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

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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