Investment Analyst

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.

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 SI reporting team to enhance reporting capabilities over time and manage governance and escalation for complex custom reporting requests.
• Ensure 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, for example, human rights, stewardship, climate investment, regulation.
• 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.
• Assist with overseeing and maintaining 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 towards standardizing where possible.
• Contribute to annual firm level reports with commercial and regulatory importance, including Sustainability Report, Climate Report, PRI reporting.
• Support strategic initiatives that drive efficiency and scalability of SI commercialization globally.

Competencies – skills/knowledge/experience

• 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, as well as strong analytical skills are key.
• 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.
• A Bachelor’s degree with very strong academic credentials and a record of achievement.
• Some relevant sustainability experience preferred.
• Strong analytical and project management skills.
• 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.

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.