Investment Specialist

4 weeks ago


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

About Wellington Management

Wellington Management Company, LLP offers comprehensive investment solutions tailored to the unique return and risk objectives of institutional clients in over 60 countries. Our investment capabilities draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we foster a long-term view that aligns our perspectives with those of our clients.

Hedge Fund Investor Relations Role

The Hedge Fund Investor Relations group at Wellington Management works closely with investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. The team works with investors specialized in alternative investments, including Equity Long/Short, Global Macro, Credit, and Multi-Strategy. By virtue of this specialization, the investors span a wide range of disciplines, asset classes, geographies, industries, and styles.

Key Responsibilities

The Hedge Fund Investment Specialist will work as part of one or more product coverage teams, led by an Investment Director, covering Equity Long/Short strategies. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for internal constituents regarding inquiries about the investment teams and products under coverage. Over time, the Investment Specialist may also represent products externally to clients, prospects, and consultants.

Responsibilities and Qualifications

Responsibilities include performing analyses related to portfolio positioning, performance, risk, market trends, competitive 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. Success in the role requires a demonstrated interest in investment topics, passion for learning, strong analytical skills, and a positive, collegial attitude.

Further Qualifications

Further qualifications include at least 6 years of relevant industry experience and a record of achievement. Experience at a hedge fund, alternative asset manager, sell-side firm, or management consultancy is desirable but not required. A strong critical thinking skill, comfort with ambiguity, and a willingness to take initiative are also important. The ability to work both independently and in collaboration with a global team is essential.



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