Investment Specialist, Fixed Income Product Management at Wellington Management | GB | Rezi

Investment Specialist, Fixed Income Product Management at Wellington Management

Investment Specialist, Fixed Income Product Management

Wellington Management · GB

1 months ago

Investment Specialist, Fixed Income Product Management

Wellington Management · GB

a month ago
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About the Role

Wellington Management is seeking to recruit an Investment Specialist to join their Fixed Income Product Management (FIPM) team in London. The FIPM team works closely with Fixed Income investment teams, Sales & Relationship Management teams, and other business colleagues to drive product development, marketing, investment integrity, risk management, and business management.

Responsibilities

  • Contribute to client growth and retention by assessing business opportunities and leading business planning.
  • Develop new products and investment solutions.
  • Create communication strategies for different books of business, including materials that differentiate investment strategies relative to competitors.
  • Act as a subject matter expert and portfolio representative for colleagues, clients, and consultants.
  • Act as an independent advisor to investment teams to ensure the integrity of the investment and risk management processes, and consistency with client expectations and guidelines.
  • Conduct regular portfolio risk and performance attributions reviews.
  • Contribute to formal oversight processes.
  • Manage risk, capacity, pricing, and guidelines.
  • Lead the resolution of internal business issues.
  • Share investment integrity, marketing, and product development best practices.
  • Perform analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures.
  • Contribute to the development of new investment strategies and client solutions.
  • Conduct market and competitor analysis.
  • Evaluate product overlap and capacity trends.
  • Prepare white papers and presentation materials that serve to differentiate portfolios.
  • Participate in meetings with clients, prospects, and consultants to communicate investment philosophy, strategy, positioning, and performance.
  • Be a flexible problem solver with a can-do attitude, who enjoys taking ownership of issues.

Requirements

  • Demonstrated knowledge of portfolio and market analysis.
  • Passion for fixed income investing.
  • Advanced analytical skills, including the ability to frame issues, identify important points, and draw conclusions.
  • Strong communication skills.
  • Intellectual curiosity.
  • Comfort working in a fast-paced environment in a multi-faceted role where priorities can change rapidly.
  • A strong academic background, ideally including a post-graduate or professional qualification (e.g. Masters degree or CFA), or progress towards one.
  • 5+ years of relevant professional experience, ideally including experience working in a similar or related function on the Buy side.
  • Demonstrated knowledge of fixed income markets and investment strategies.
  • Excellent organizational and project management skills, and attention to detail.
  • Excellent written, oral, and interpersonal communication skills.
  • Creative problem-solving skills, and a solutions-oriented mindset.
  • Strong business judgment, curiosity, comfort with ambiguity, and an ability to get things done.

Skills

  • Fixed income investing
  • Portfolio analysis
  • Market analysis
  • Analytical skills
  • Communication skills
  • Intellectual curiosity
  • Organizational skills
  • Project management skills
  • Attention to detail
  • Written communication
  • Oral communication
  • Interpersonal communication
  • Creative problem solving
  • Solutions-oriented mindset
  • Business judgment

Location

  • London

Work Type

  • Hybrid (4 days in office, 1 day remote)

Experience Level

  • 5+ years of relevant professional experience

Education Level

  • Post-graduate or professional qualification (e.g. Masters degree or CFA), or progress towards one

About the Company

  • Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
  • Their investment solutions are tailored to the unique return and risk objectives of institutional clients in more than 50 countries.
  • Solutions draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
  • As a private partnership, their ownership structure fosters a long-term view that aligns their perspectives with those of their clients.

Equal Opportunity

  • Wellington Management considers all qualified applicants will receive 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.