Equity Portfolio Specialist/Product Management recruitment
Position Description:
Company
Wellington Management Company, LLP is one of America's oldest investment management firms. The company is headquartered in Boston with ten affiliate offices in the United States and around the world. With approximately $660 billion in assets under management, Wellington Management Company, LLP manages US, international and global equity, fixed income and multi-asset portfolios for institutional clients and mutual fund sponsors in 43 countries.
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:
•3-5 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