Investment Products & Strategies – Equity
The Equity Product Management (EPM) 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.
Role & Responsibilities
The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of EPM. The primary focus of the role is to provide analytical leverage to the team and serve as a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage.
- Perform analyses related to portfolio positioning, attribution, and risk; market trends; competitive positioning; and pricing.
- Create and maintain marketing and client materials.
- Review RFPs and respond to client questions.
- Automate workflow and collaborate on the development of client solutions and new investment approaches.
Qualifications
Success in the role requires a demonstrated interest in equity investing, passion for learning, a positive collegial attitude, high professionalism, creativity, initiative, and the ability to thrive in a fast‑paced, team‑oriented environment with tight deadlines.
- A bachelor’s degree with very strong academic credentials and a record of achievement.
- 2–5 years of relevant experience; progress toward the CFA is preferred.
- German language skills are preferred.
- Demonstrated analytical skills—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; able to work independently and collaboratively 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.
Equal Employment Opportunity Statement
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, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by applicable law.
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