Investment Specialist, Equities

**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 than60 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 perspectiveswith those of our clients. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset anda core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. About the Role INVESTMENT PRODUCTS AND STRATEGIES The Equity Product Management ("EPM") group at Wellington Management works closely with our equity investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. Our equity investors span a wide rangeof disciplines, geographies, industries, market capitalizations, and styles. The product management function has three main objectives: Product Development and Marketing Investment Integrity and Risk Management EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes toformal, investment review group processes Business Management EPM contributes to business management, including managing risk, capacity, pricing and guidelines, leads resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product developmentbest practices. ROLE AND RESPONSIBILITIES The Equity Investment Specialist will work as part of one or more product coverage teams, led by an Investment Director. Specialists work closely with the Investment Directors, investment teams and business professionals to contribute to efforts centered onreviewing and evaluating the integrity of our equity approaches, positioning approaches for success in the marketplace, and helping to manage business issues such as capacity, fees and guidelines associated with portfolios under coverage. Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance and risk exposures. The individual will also contribute to the development of new investment strategies and client solutions,conduct market and competitor analysis, evaluate product overlap and capacity trends and prepare white papers and presentation materials that serve to differentiate our portfolios. Over time the individual will participate in meetings with clients, prospects,and consultants to communicate our investment philosophy, strategy, positioning, and performance. QUALIFICATIONS Success in the role requires demonstrated interest in equity investing, being conversant on investment related topics, and a development mindset. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative andthe ability to thrive in a fast-paced, team-oriented environment with tight deadlines. Further qualifications include: - At least 6 years of relevant industry experience and a record of achievement - An MBA and/or CFA is desirable but not required - Strong critical thinking skills, comfort with ambiguity, and a willingness to take initiative - Advanced analytical skill including the ability to frame issues, identify important points, and draw conclusions - Attention to detail combined with a solutions-oriented, strategic mindset - Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective - Ability to write clearly and succinctly in a variety of communication settings - Articulate with an interest in developing presentation skills - 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 and get things done - A global perspective and/or language skills are viewed favorably. - Willingness to travel