Investment Analyst - Hedge Fund Investor Relations

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.

About the Role

Hedge Fund Investor Relations at Wellington Management works closely with our Hedge Fund Investment teams, client relationship teams, and business colleagues across the firm to support our clients’ investment needs. Our hedge fund platform spans a wide range of strategies including equity long/short, global macro, credit long/short and multi-strategy. The function has three main objectives:

• Product Development and Marketing: HF Investor Relations contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.
• Investment Integrity and Risk Management: HF Investor Relations acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal investment review group processes.
• Business Management: HF Investor Relations contributes to business management, including managing risk, capacity, pricing and guidelines, leads resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product development best practices.

Role and Responsibilities

The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of HF Investor Relations. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage. Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional responsibilities include creation and maintenance of marketing materials, review and updating of RFPs, responses to investor and prospect questions, monthly and quarterly performance and exposure analysis, and general flow data and analysis.

The role of an Investment Analyst requires demonstrated skills or knowledge of alternatives products, data analysis, performance and risk analysis; ability to manage and analyze data and create efficient and effective workflows. Excellent excel skills, proficiency at managing large amounts of data, attention to detail, and strong follow up and communication skills required. The individual will interact closely with the investment directors and specialists, contributing to efforts centered on reviewing and evaluating the integrity of our hedge fund data, analytics and materials, and contributing to the success of those products in the marketplace.

Qualifications

Success in the role requires an interest in alternative investments, attention to detail, and demonstrated proficiency in data procurement and analysis. A positive, collegial attitude and high level of professionalism are essential, as are initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines. We seek individuals that possess the analytical skills and ability to organize and interpret investment data to reach conclusions as well as effective verbal and written communication skills. Further, the ideal candidate will possess the following qualifications:

• 1-2 years of directly relevant experience
• A university degree with strong academic credentials; finance, accounting or business-related majors preferred
• Strong technical skills and mastery of MS Excel
• Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
• Strong communication skills, a high work ethic and willingness to hit the ground running are essential
• Attention to detail combined with a solutions-oriented mindset
• Ability to write clearly and succinctly in a variety of communication settings
• Strong ownership, accountability and follow through
• Ability to work both independently and in collaboration with a global team
• Thoroughness, attention to detail, and ability to prioritize
• Grace under pressure with an ability to adapt to get things done

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that 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 are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.