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About the Role

Hedge Fund Investor Relations at Wellington Management collaborates with investment teams, client relationship teams, risk teams, and business colleagues to support client investment needs. This role focuses on diversifying strategies, including global macro, credit long/short, and multi-strategy, acting as a subject matter expert and portfolio representative. Key objectives include product ownership (marketing, development, servicing), business management (risk, capacity, pricing), and ensuring investment integrity and risk management.

Responsibilities

Perform analyses related to portfolio positioning, attribution, and risk.
Analyze market trends, competitive positioning, and pricing.
Create and maintain marketing materials.
Review and update RFPs.
Respond to client and prospect questions.
Provide monthly and quarterly performance commentary.
Track allocations.
Assist with internal updates to Portfolio Managers.
Conduct exposure analysis.
Perform general flow data and analysis.
Organize across various deadlines and shift priorities.
Develop business sense to identify areas of maximum team value.
Review and evaluate the integrity of hedge fund data, analytics, and materials.
Contribute to the success of hedge fund products in the marketplace.

Requirements

1-2 years of directly relevant experience.
A university degree with strong academic credentials; finance, accounting, or business-related majors preferred.
CFA (or pursuing).
Strong technical skills and mastery of MS Excel, particularly for managing large datasets with attention to detail.
Strong communication skills.
High work ethic and willingness to hit the ground running.
Attention to detail combined with a solutions-oriented mindset.
Ability to write clearly and succinctly in various communication settings.
Strong ownership, accountability, and follow-through.
Ability to work both independently and collaboratively with a global team.
Ability to work with multiple teams simultaneously across various projects/tasks.
Thoroughness, attention to detail, and ability to prioritize.
Grace under pressure and ability to adapt to get things done.
Willingness to learn daily about the business and products.

Skills

Alternatives products knowledge
Fixed income markets knowledge
Equity markets knowledge
Data analysis (creating, managing, automating)
Performance analysis
Risk analysis
MS Excel proficiency
Verbal communication skills
Written communication skills

Location

Office (4 days a week)
Remote (1 day a week)

Work Type

Hybrid

Experience Level

1-2 years

Education Level

University degree

About the Company

Wellington Management offers comprehensive investment management capabilities across global capital markets.
Our investment solutions cater to institutional clients in over 60 countries.
We leverage proprietary research and a collaborative culture.
As a private partnership, our ownership structure fosters a long-term perspective aligned with client interests.
Tracing our history to 1928, we are one of the world's largest independent investment management firms.
Our innovative solutions are built on proprietary, independent research.
We are committed to attracting a talented and diverse workforce.
We foster an open, collaborative culture of inclusivity.
Multiple perspectives lead to more informed investment and business decisions.
Visit our website for more information: https://www.wellington.com/en/

Equal Opportunity

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.
We welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.