Investment Analyst in City of Westminster

About the Role

Serve as a sustainable investment subject matter expert and resource for teams across the client group and product management. Lead the review process qualifying, coordinating, and overseeing firm SI responses on questionnaires (RFI/RFP/DDQs), providing subject matter expertise for firm‑level SI language and keeping it up to date. Partner with the SI reporting team to enhance reporting capabilities over time and manage governance.

Responsibilities

• Escalate complex custom reporting requests, ensuring strategic review and alignment with standard reporting practices while balancing regional priorities, client tiering, and growth opportunities.
• Conduct analysis, initiate investigations, and respond to internal and external ad‑hoc inquiries on a wide variety of topics, bringing in other SI subject matter experts (e.g., ESG analysts, climate researchers) as needed.
• Assist with addressing complex follow‑ups from client meetings and general servicing of SI–focused clients that goes above and beyond what the relationship teams can support.
• Oversee and maintain existing SI thought leadership content (overview decks, collateral) and collaborate with marketing to create new content.
• Partner with product and investment teams to integrate bespoke client or regulatory SI requirements, working toward standardizing where possible.

Qualifications

• Demonstrated analytical/technical skills, including the ability to organize and synthesize data to reach conclusions.
• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective.
• Attention to detail combined with a solutions‑oriented mindset.
• Excellent written and verbal communication skills, articulate with an interest in developing external presentation skills.
• Proactive with an ability to work both independently and in collaboration with a global team.
• Ability to organize, manage, and prioritize time well; grace under pressure with an ability to adapt to get things done.
• Success in the role requires a high degree of flexibility, initiative, and can‑do attitude.
• Demonstrated interest in both sustainable investment and the investment industry/markets more broadly, a passion for learning, and strong analytical skills.
• A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative, and the ability to thrive in a fast‑paced, global, team‑oriented environment with tight deadlines.
• We are seeking candidates who display the following characteristics:
• A Bachelor\’s degree with very strong academic credentials and a record of achievement.
• Some relevant sustainability experience preferred.
• Strong analytical and project management experience.

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.

Equal Opportunity Employer

Wellington Management is an equal opportunity employer. We are committed to building and maintaining a diversified workforce and consider a broad array of candidates with a variety of skills, workplace experiences, and backgrounds. 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 you are assisting a candidate with a disability, and require an accommodation to apply, please email GMWTalentOperations@wellington.com.