Investment Specialist

1 month ago


London, United Kingdom Wellington Management Full time

About Us

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.

About the Role

The Position

**Responsibilities**:
Portfolio Development & Marketing- Contribute to the growth of the Fixed Income business by engaging with clients, prospects, and consultants;- Assess business opportunities, and develop products and solutions where there is high potential;- Create and implement marketing strategy, marketing materials, and investment guidelines;- Represent portfolio managers and explain investment processes and portfolios to audiences that range widely in sophistication levels;- Educate and consult with internal colleagues, clients and consultants on markets and portfolios;- Differentiate and position strategies relative to those of competitors;- Develop close working relationships with Business Development & Relationship Management colleagues.

Investment Integrity and Risk Management- Oversee the investment and risk integrity of our portfolios on behalf of clients, in line with expectations- Set appropriate client expectations for performance in various market environments;- Identify investment and operational risk issues and recommend process improvements.- Manage risks to the firm in the course of business, and client negotiations.

Business Partner to Investment Teams- Contribute actively to product development processes;- Vet business opportunities in the context of the broader book of business;- Work with the EMEA Business Development & Relationship Management Group on fixed income business strategy in the region;- Manage and lead the resolution of internal business issues associated with portfolios and solutions.

**Qualifications**:
- A strong academic background with strong academic credentials,- 5+ years of related professional experience, ideally gained within the Asset Management industry, or institutional investment consulting;- Strong technical skills and mastery of MS Excel- Excellent written, oral and interpersonal communication skills;- A fixed income background: portfolio management and/or product management experience strongly preferred;- Strong attention to detail, combined with a solutions oriented mindset- The ability to work independently and in a team environment, and to manage multiple priorities;- Creativity, attention to detail and leadership skills;- The willingness to develop knowledge of non-traditional instruments and complex investment strategies;- A willingness to travel;- European language skills are a plus but not required.
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