Strategic Portfolio Investment Specialist

3 weeks ago


London, Greater London, United Kingdom Wellington Management Company Full time

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.

Salary: $80,000 - $120,000 per year, depending on experience.
Job Description:

We are seeking an experienced Asset Investment Analyst to join our team. As a key member of our investment team, you will be responsible for 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;

Required Skills and Qualifications:

  • A strong academic background; progress towards professional qualifications (CFA etc.);
  • Strong interpersonal skills, in order to interact effectively with investment and other business professionals around the firm;
  • The ability to think creatively and initiate projects that lead to improved implementation of strategies and trades;
  • Proficiency in Python or similar coding languages.

Benefits:

  • 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.


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