Investment Specialist, Sustainable Investment

4 days ago

London, Greater London, United Kingdom Wellington Management Full time

About the Role

The Investment Specialist, Sustainable Investment, plays a pivotal role in driving Wellington Management's commercial and product sustainability efforts. This role focuses on product management support for our flagship climate equity products, while also partnering with Client Group and Product Management to implement commercial and client-driven climate, net zero, and sustainability solutions.

Key Responsibilities

  • Work as part of the climate product coverage team, providing analytical leverage and serving as a point of contact for internal constituents regarding inquiries about investment teams and products.
  • Collaborate with Investment Directors and portfolio managers to perform analyses related to portfolio positioning, attribution, and risk, as well as market trends, competitive positioning, and pricing.
  • Contribute to the creation and maintenance of marketing and client materials, climate reporting, review of RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches.
  • Serve as a sustainable investment subject matter expert and resource for teams across Investment Products & Fund Strategies (IPFS) and the Client Group, partnering to address complex client queries, particularly within the EMEA region.
  • Contribute to complex SI product/mandate evolutions by serving as an SI product subject matter expert and member of the SI Product Integrity Working Group.
  • Partner with the Climate Research Team, IPFS, PMs, and Client Group to navigate requests to incorporate Net Zero alignment into mandates.
  • Support the global commercialization strategy for our climate capabilities, including the Wellington Climate Leadership Coalition (WCLC 2.0) and research partnerships with Woodwell and MIT.
  • Contribute to the creation of a strategic content program to support the sustainable investment commercial agenda across Wellington's four pillars of Impact, Climate, Stewardship, and ESG/Thematic Research.
  • Contribute to the creation and delivery of an SI education program for the Client Platform, covering all facets of climate and sustainable investment.
  • Help to streamline the implementation of SI and mitigate risks, including establishing clear product integrity and guideline standards.

Competencies and Skills

Success in this role requires a high degree of flexibility, initiative, and a can-do attitude. Demonstrated interest in sustainable investment, particularly climate and transition risks, and the investment industry/markets more broadly, a passion for learning, as well as strong analytical skills are essential. A positive, collegial attitude and high level of professionalism are also required, as are creativity, initiative, and the ability to thrive in a fast-paced, global, team-oriented environment with tight deadlines.

We are seeking candidates who display the following characteristics:

  • A Bachelor's degree with very strong academic credentials and a record of achievement.
  • 3-7 years of relevant experience: experience with sustainable investment preferred, climate/transition risk specific experience is also preferred.
  • Equity markets/product experience is preferred but not required.
  • Project management skills.
  • 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.
  • Strong technical skills; mastery of MS Excel and familiarity with Factset are a plus but not essential.
  • Ability to organize, manage, and prioritize time well.
  • Grace under pressure with an ability to adapt to get things done.

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