Equity Portfolio Specialist
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.
Responsibilities
The role of Equity Portfolio Specialist requires demonstrated skills or knowledge of portfolio and market analysis in combination with a passion for equity investing. The individual will interact closely with both investment teams and business professionals, contributing to efforts centered on reviewing and evaluating the integrity of our equity approaches and driving the success of those products in the marketplace.
Responsibilities include performing analyses on the integrity of specific investment approaches, competitor analyses and determining optimal product positioning, and collaborating in the development of new investment strategies. Additional duties and projects may include, market analyses, fee studies, evaluating product overlap/capacity trends, and/or preparing white papers and presentation materials for firm-wide dissemination.
Qualifications
We seek individuals that possess the analytical skills and ability to organize and interpret investment data to reach conclusions. Effective communication skills are required as this individual will also participate in meetings with clients, prospects and consultants. A positive, collegial attitude and high level of professionalism are essential, as is a strong sense of ownership of the portfolios that the position supports. Further, the ideal candidate will possess the following qualifications:
•5 years industry experience, preferably in a relevant capacity;
•Solid business judgment skills and understanding of the capital markets, quantitative analysis, and statistical methods
•Effective marketing strategy and communication skills;
•Working knowledge of a wide range of analytical, attribution and database tools, including Factset, BARRA, etc.
•Ability to work independently and with a team
•Creativity, thoroughness, and attention to detail
•MBA and/or CFA is desirable
•Willingness to travel
[eFC:Asset5]
Leave a Reply
You must be logged in to post a comment.