Talent.com
Fixed Income Portfolio Analyst, Broad Markets

Fixed Income Portfolio Analyst, Broad Markets

Wellington ManagementBoston, MA, US
30+ days ago
Job type
  • Full-time
Job description

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 than 60 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 perspectives with those of our clients.

About the Role

We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Broad Markets Team to implement their investment strategies in client portfolios.

Responsibilities

Primary responsibilities include :

  • Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios.
  • 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 client guidelines.
  • Interacting with many areas of the firm to improve processes and minimize operational risks; and
  • Monitoring performance, risk exposures and key market sensitivities of positions in portfolios.

Qualifications

The successful candidate for this position is likely to :

  • Have a minimum of 3-5 years of relevant professional experience in the fixed income space, preferably as Guideline Monitoring or as Fixed Income Portfolio Analyst.
  • Demonstrate a strong understanding of, and interest in, fixed income investing.
  • Possess advanced analytical skills, a quantitative orientation, and a detail-oriented mindset.
  • Have proficient programming skills in Python.
  • Be able to work well under pressure and prioritize tasks.
  • Show strong interpersonal skills 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; and
  • Have strong academic credentials. An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably.
  • Not sure you meet 100% of our qualifications? That's okay. 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.

    If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

    At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is : USD 65,000 - 150,000. This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. 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).

    We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

    Create a job alert for this search

    Portfolio Analyst • Boston, MA, US

    Related jobs
    • Promoted
    Fixed Income Portfolio Analyst, Securitized Team

    Fixed Income Portfolio Analyst, Securitized Team

    Wellington ManagementCharlestown, MA, US
    Full-time
    Fixed Income Portfolio Analyst.Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, ta...Show moreLast updated: 30+ days ago
    • Promoted
    Manager, Portfolio Tools Engineering Boston, Massachusetts, United States

    Manager, Portfolio Tools Engineering Boston, Massachusetts, United States

    Acadian AssetBoston, MA, United States
    Full-time
    Acadian is an equal-opportunity employer dedicated to promoting an environment of respect, acceptance, tolerance and cooperation. We value and support difference in age, gender, race, national and e...Show moreLast updated: 19 days ago
    • Promoted
    Commercial Portfolio Manager II, Franchise Finance

    Commercial Portfolio Manager II, Franchise Finance

    M&T BankBoston, MA, US
    Full-time
    Commercial Credit Senior Associate.The Commercial Credit Senior Associate plays a pivotal role in assessing and managing credit risk for commercial clients at M&T Bank. This position involves analyz...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Analyst, Asset Liability Portfolio Services

    Senior Analyst, Asset Liability Portfolio Services

    Global Atlantic Financial GroupBoston, MA, US
    Full-time
    Senior Analyst, Asset Liability Portfolio Services.Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U. As a wholly-owned subsidiary of KKR...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Credit Analyst (Fixed Income IG & HY Corporates)

    Credit Analyst (Fixed Income IG & HY Corporates)

    Franklin ResourcesBoston, MA, US
    Full-time
    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth ...Show moreLast updated: 2 hours ago
    • Promoted
    Senior Analyst, Asset Liability Portfolio Services Boston, Massachusetts, United States

    Senior Analyst, Asset Liability Portfolio Services Boston, Massachusetts, United States

    Global Atlantic Financial GroupBoston, MA, US
    Full-time
    Senior Analyst, Asset Liability Portfolio Services.Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions.Wit...Show moreLast updated: 30+ days ago
    • Promoted
    Experienced Investment Banking Analyst, Diversified Industrials

    Experienced Investment Banking Analyst, Diversified Industrials

    D.A. DavidsonBoston, MA, US
    Full-time
    Experienced Investment Banking Analyst, Diversified Industrials.Davidson, Equity Capital Markets Investment Banking / Full Time / On-site. Our firm delivers a breadth of quality financial solutions...Show moreLast updated: 30+ days ago
    • Promoted
    Load Rating Bridge Engineer

    Load Rating Bridge Engineer

    Goodwin RecruitingPlymouth, MA, US
    Full-time
    Job Title : Load Rating Bridge Engineer.The ideal candidate has strong technical skills, experience with AASHTOWare BrR or similar tools, and a solid understanding of AASHTO and FHWA standards.Perfo...Show moreLast updated: 1 day ago
    • Promoted
    Senior Fixed Income Portfolio Analyst - Liberty Mutual Investments

    Senior Fixed Income Portfolio Analyst - Liberty Mutual Investments

    Liberty Mutual Insurance GroupBoston, MA, US
    Full-time
    Job Opportunity At Liberty Mutual Investments.Liberty Mutual Investments (LMI) manages Liberty Mutual Insurance Group's global financial assets across global markets and private domains to build ca...Show moreLast updated: 30+ days ago
    • Promoted
    Director, FP&A Portfolio Reporting (Hybrid)

    Director, FP&A Portfolio Reporting (Hybrid)

    Insulet CorporationActon, MA, US
    Full-time
    Director, FP&A Portfolio Reporting.Insulet Corporation is looking for an experienced and motivated Director to join our growing Corporate FP&A team. This role will provide financial leadership to le...Show moreLast updated: 30+ days ago
    • Promoted
    Fixed Income Portfolio Manager, Emerging Markets Debt

    Fixed Income Portfolio Manager, Emerging Markets Debt

    Wellington ManagementBoston, MA, US
    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...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Investment Banking Analyst / Associate Corporate Finance - Gaming, Leisure & Lodging

    Investment Banking Analyst / Associate Corporate Finance - Gaming, Leisure & Lodging

    USA JobsBoston, MA, US
    Full-time
    Investment Banking Analyst / Associate.Citizens is seeking an experienced Investment Banking Analyst / Associate to join our Corporate Finance (Industry Coverage) team focusing on Gaming, Leisure & Lod...Show moreLast updated: 2 hours ago
    • Promoted
    • New!
    Workout Credit Analyst II (US)

    Workout Credit Analyst II (US)

    TD BankBraintree, MA, US
    Full-time
    This is a division of Credit Management concentrating in the management of commercial relationships assigned to the Workout Department at TD Bank. Portfolio managers and credit analysts gain exposur...Show moreLast updated: 2 hours ago
    • Promoted
    Senior Portfolio Accounting Analyst

    Senior Portfolio Accounting Analyst

    Wellington ManagementRoxbury, MA, US
    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...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Finance Associate, Co-Invest

    Finance Associate, Co-Invest

    Audax GroupBoston, MA, US
    Full-time
    Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, and London.Since its founding in 1999, the firm has raised over $40 billion in capital acros...Show moreLast updated: 2 hours ago
    • Promoted
    Fixed Income Investment Analyst

    Fixed Income Investment Analyst

    Wellington ManagementBoston, MA, US
    Full-time
    Fixed Income Product Management ("FIPM") at Wellington Management works closely with our fixed income investment teams, relationship teams, and business colleagues across the firm to support our cl...Show moreLast updated: 2 days ago
    • Promoted
    Fixed Income Portfolio Manager, Bank Loans

    Fixed Income Portfolio Manager, Bank Loans

    Wellington ManagementDorchester Center, MA, US
    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...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    ChaseBoston, MA, US
    Full-time
    Show moreLast updated: 30+ days ago