Asset Allocation Analyst
Position Description:
Company
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$746 billion in assets under management as of 30 November 2012, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. We welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
Overview
The Asset Allocation group encompasses two major areas: strategic and tactical asset allocation. The strategic team researches long-term asset allocation themes, including capital market expectations and issues of overall portfolio structure, in order to assist clients with long-term strategy and policy issues. The strategic team is also responsible for developing multi-asset class solutions to meet particular risk and return objectives for prospects and clients and for monitoring and adapting these solutions to address the changing capital market environment.
We have an open position for an Asset Allocation Analyst in Boston, reporting to the Associate Director, Asset Allocation Strategies Group. This individual would assist in the development of investment policy recommendations for clients, and play a role in broad capital markets research within the team.
Responsibilities:
Primary responsibilities will include:
•Assisting in the development of broad and bespoke investment policy recommendations, using quantitative as well as qualitative inputs
•Assisting in the development and ongoing analysis of new investment strategies and solutions to meet non-traditional investment objectives
•Taking an active role in capital markets research, including writing white papers and creating and delivering internal and external presentations
•Researching and understanding fundamental characteristics of major asset classes and WMC products
•Working with returns databases and performing statistical analyses and model building for asset mix decisions
•Researching issues related to public and corporate pension plans, e.g., pension reform legislation, and endowment clients, e.g., spending policies and the use of alternative investments
Qualifications:
Candidates should have the following skills:
•Minimum of 3-5 years of relevant professional experience. Prior experience in consulting, investment banking, accounting using data and analytics to solve business problems is preferred
•Strong analytical, quantitative and modeling skills
•A background in economics, financial markets, and statistics
•Thorough familiarity with advanced functions in Excel
•Attention to detail, creativity, thoroughness and the ability to synthesize and prioritize information
•Strong written and oral communication skills
•Sound business judgement
•Ability to work well independently and in a team environment
•CFA or progress toward the designation preferred
[eFC:Asset1]
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