Multi-Asset Portfolio Analyst

Portfolio Analyst

We are seeking a Portfolio Analyst to join Multi-Asset Portfolio Implementation within Investment Implementation and Trading. In this role, the individual will work with a team of Solutions Portfolio Managers and Multi-Asset Portfolio Analysts to support Investment Strategy and Multi Asset Boutiques portfolio management activities. Investment Strategy and Multi-Asset Boutiques are responsible for multi-manager, multi-asset, and custom solutions, managing various outcome oriented, factor, and thematic portfolios on behalf of clients. The portfolio construction process includes allocating across equities, bonds, rates, currencies, and commodities using derivatives and physical securities. This position would be in Boston.

Primary responsibilities :

• Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios.
• Monitoring cash and equitization, analyzing portfolio exposures, dispersion monitoring and account transition events.
• Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines.
• Monitoring positions and verifying that transactions are consistent with investors intent and client and regulatory guidelines.
• Interacting with many areas of the firm to improve processes and minimize operational risk.
• Provide additional value-added contributions to investment teams such as risk analysis, detailed portfolio data reporting and analysis, exposure tracking, and custom portfolio management.
• Partner with Investment Implementation Technology on the development of and enhancements to investment implementation and monitoring tools.

The successful candidate for this position is likely to have :

Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

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.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and / or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition / CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).