Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Investment Analyst role.
Rezi rewrites your resume against Wellington Management's job description. Free.
Tailor your resume to this Investment Analyst role.
Rezi rewrites your resume against Wellington Management's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Investment Analyst posting at Wellington Management — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Investment Analyst posting at Wellington Management — free, in seconds.
About the Role
The Investment Analyst will provide analytical leverage to the AMS Product Management group and serve as a point of contact for inquiries regarding investment teams and products. This role involves performing analyses on portfolio positioning, attribution, risk, market trends, competitive positioning, and pricing, as well as supporting marketing materials, RFP responses, and client questions.
Responsibilities
- Performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing.
- Creation and maintenance of marketing and client materials.
- Review of RFPs.
- Responses to client questions.
- Automation of workflow.
- Collaboration on the development of client solutions and new investment approaches.
Requirements
- Demonstrated interest in investment topics and passion for learning.
- Strong analytical skills.
- Positive, collegial attitude and high level of 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.
- 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.
- 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 with an ability to work both independently and in collaboration with a global team.
- Ability to organize, manage, and prioritize time well.
- Grace under pressure with an ability to adapt to get things done.
Skills
- MS Excel
- Factset
Location
- Offices
Work Type
- Hybrid
Experience Level
- 2-5 years of relevant experience
Education Level
- Bachelor’s degree
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.