Asset Allocation Investment Director
Position Description:
The 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.
The Asset Allocation Strategies Group
The Asset Allocation Strategies Group ('AASG') manages over US$25 billion in multi-strategy assets for institutional and sub advisory clients with investment professionals located in Boston, San Francisco, Singapore and London. The AASG works consultatively with clients, develops custom balanced and broad scope solutions and also offers products that span the multi-asset class spectrum of absolute return-oriented, inflation-related, and unconstrained areas.
Asset Allocation Product Management
The Product Management function works closely with the Asset Allocation Strategies Group in the following three areas:
•Portfolio Representative. Act as an effective investment representative of the team, its portfolios and process with clients, prospects, and consultants.
•Investment Integrity. Act as an independent advisor on the integrity of the team's investment processes and consistency with client mandates and objectives.
•Manage book of business. Support the team in growing and maintaining its book of business, including new strategy development, marketing plans, client retention, competitive analysis, qualifying new business opportunities, and assessing fees and capacity for each strategy.
The Asset Allocation Product Management team seeks to hire an Investment Director based in Boston.
Investment Director Position
The Investment Director in Asset Allocation Product Management will provide leadership as the investment representative and marketing strategist, and ensure the integrity of our investment and risk management processes across his/her respective product coverage.
This role requires highly developed skills in communication, analysis, strategic marketing, and a passion for investments. The successful candidate is a flexible problem solver with a can-do attitude who takes ownership of issues. The individual will report to the Director of Asset Allocation Product Management and work closely with the AASG, members of the Global Relationship Group and other functional areas.
Specific responsibilities include:
Product/investment solution development and marketing
•Contribute to growth and sustainability of the Asset Allocation solutions
•Assess business opportunities. Develop products and solutions where there is high potential
•Create marketing strategy, marketing materials, and investment guidelines
•Represent portfolio managers. Explain investment processes and complex portfolios to audiences that range widely in sophistication levels
•Educate and consult with internal colleagues, clients and consultants on the markets, complex portfolios, and potential client solutions
•Differentiate and position strategies relative to competitors
•Develop close working relationships with business developers and relationship managers
Investment integrity
•Manage investment and risk integrity of our portfolios on behalf of clients
•Conduct regular risk and performance attribution reviews for the portfolio?management team's benefit
•Contribute to the Investment Review Group process
•Manage risks to the firm in the course of business, and client negotiations
Business/thought partner to investment team
•Contribute actively during product development process
•Assist in business management of book of business (vet opportunities)
•Manage and lead resolution of internal business issues associated with investment solutions (attribution, fees, capacity, etc.)
Qualifications
Related (15+ years) investment experience in US institutional markets. Experience at an investment management organization is ideal; experience in institutional investment consulting will also be considered.
•Creativity, attention to detail and leadership skills
•Excellent quantitative and problem solving skills, ability to synthesize risk and attribution analysis
•Strong business judgment
•Flexible, ability to work independently and in a team environment
•Willingness to develop knowledge of non-traditional instruments and new complex strategies
•Excellent written, oral and interpersonal communication skills
•Willingness to travel
•Language skills and knowledge of fixed income and derivatives preferred
•Advanced degree and CFA are strongly preferred
[eFC:Asset7]
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