Responsibilities
include performing analysis related to portfolio positioning, attribution and risk, market trends,petitive positioning and pricing. Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow and collaboration on the development of client solutions and new investment approaches.
The role of an Investment Analyst requires demonstrated skills or knowledge of markets and macroeconomics inbination with a passion for fixed ie investing. The individual will interact closely with both investment teams and business professionals, contributing to efforts centered on reviewing and evaluating the integrity of our fixed ie approaches and driving the success of those products in the marketplace.
Qualifications
Success in the role requires an interest in markets, passion for learning, and a willingness to own one's own development. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines. We seek individuals that possess the analytical skills and ability to organise and interpret investment data to reach conclusions, as well as effective verbal and writtenmunication skills.
Further, the ideal candidate will possess the following qualifications:
1. Minimum 2 years of relevant experience and progress towards the CFA are preferred
2. A university degree with very strong academic credentials
3. Working knowledge of macroeconomics and interest in fixed ie markets
4. Strong technical skills and mastery of MS Excel
5. Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
6. Solid judgment, intellectual curiosity and willingness to take a differentiated perspective
7. Attention to detail,bined with a solutions-oriented mindset
8. Ability to write clearly and succinctly in a variety ofmunication settings
9. Articulatemunication skills with an interest in developing presentation skills
10. Ability to work both independently and in collaboration with a global team
11. Creativity, thoroughness, attention to detail, and ability to prioritize
12. Grace under pressure with an ability to adapt to get things done
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and wee a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
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 amodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington .
Job ID R90549