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Investment Portfolio Analyst

2 months ago

London, Greater London, United Kingdom Wellington Management Company Full time
Investment Portfolio Analyst

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.

Key Responsibilities
  • Interacting closely with Portfolio Managers and Traders to ensure the timely and accurate execution of investment strategies across client portfolios.
  • Monitoring portfolio positions, and verifying that transactions are consistent with client guidelines.
  • Interacting with many areas of the firm to improve processes and minimize operational risks.
  • Monitoring performance, risk exposures and key market sensitivities of positions in portfolios.
Requirements
  • Have a strong academic background; progress towards professional qualifications (CFA etc.).
  • Have strong interpersonal skills, in order to interact effectively with investment and other business professionals around the firm.
  • Be able to think creatively and initiate projects that lead to improved implementation of strategies and trades.
  • Proficiency in Python or similar coding languages.

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.