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About the Role

The Investment Analyst will support Equity Product Management within the Client Platform in Tokyo. This role is designed for a developing investment professional with a strong interest in equities, capital markets, and client engagement, building expertise across Wellington's equity strategies to represent them to Japanese clients and business partners.

Responsibilities

Support Investment Directors and Investment Specialists in Equity Product Management across portfolio analysis, product integrity, product development, marketing, and client-servicing activities.
Use internal and third-party systems to access current and historical portfolio, market, benchmark, attribution, and risk data.
Analyze portfolio positioning, performance, characteristics, attribution, style exposures, risk indicators, and competitive positioning; summarize key observations clearly for internal and external use.
Prepare materials for client, prospect, and consultant meetings, including portfolio reviews, investment updates, market commentary, charts, exhibits, and briefing notes.
Translate, adapt, or quality-check selected materials in Japanese and English, ensuring accuracy, tone, and consistency for local-market use.
Respond to product- and market-related questions from internal stakeholders by gathering data, checking facts, coordinating inputs, and producing clear written summaries.
Support RFP, due diligence, and questionnaire responses by reviewing product information, validating data, maintaining standard language, and coordinating with relevant contributors.
Conduct market, competitor, product, capacity, and client-needs analysis to support product development and business-management discussions.
Maintain and improve recurring marketing and review materials, product databases, internal trackers, and team workflows.
Identify opportunities to build efficiencies through better use of technology, AI, templates, automation, data management, and process discipline.
Develop deep familiarity with assigned equity strategies, including investment philosophy, process, portfolio construction, positioning, performance drivers, risks, and market environment.
Participate in internal product reviews and investment-related meetings, with the expectation of gradually increasing contribution as expertise develops.
Present in select external client meetings with a clearly defined role alongside an Investment Director or Portfolio Manager, gaining greater independence as expertise develops.

Requirements

Typically 2–5 years of relevant experience in investment management, equity research, investment consulting, product management, product reporting, client reporting, RFP/questionnaire support, capital markets, or another relevant financial-services role.
Strong interest in equity investing, capital markets, and the business of investment management.
Demonstrated analytical and quantitative capability, including comfort working with portfolio, market, performance, attribution, risk, and benchmark data.
Strong academic record; finance, economics, accounting, business, mathematics, engineering, data analytics, or other analytical background would be relevant.
Excellent written and verbal communication skills in Japanese and English.
Strong Excel and PowerPoint skills; comfort working with large datasets and improving recurring processes through technology or automation, including the use of AI tools.
High attention to detail, strong organization, and ability to manage multiple priorities under deadline pressure.
Intellectual curiosity, initiative, resourcefulness, and willingness to learn from investment and product colleagues.
Positive, collegial, professional approach; ability to work independently while contributing effectively in a team-based environment.

Skills

Equity investing
Capital markets
Investment management
Analytical capability
Quantitative capability
Excel
PowerPoint
Data analysis
Communication
Presentation

Location

Tokyo

Work Type

Hybrid

Experience Level

2-5 years

Education Level

Bachelor's degree in finance, economics, accounting, business, mathematics, engineering, data analytics, or a related field is relevant.
CFA, CMA, MBA, or progress toward relevant investment qualifications is desirable but not required.

About the Company

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.

Equal Opportunity

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 GMWTalentOperations@wellington.com.