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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 50 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.
The Equity Product Management group at Wellington Management works closely with our equity investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. Our equity investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The product management function has three main objectives:
PRODUCT DEVELOPMENT AND MARKETING
Product Management 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
Product Management 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
Product Management 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.
ROLES AND RESPONSIBILITIES
The Equity Product Management Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of the Equity Product Management group. 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 may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, broad equity market research, and collaboration on the development of client solutions and new investment approaches.
Importantly, a component of this role will be to join a global coverage team supporting non-U.S. based investors with prospects and clients based in the Americas. Candidates will be expected to engage with colleagues in offices outside of the U.S., including Asia, during their business hours. Ability to work flexible hours to connect with global colleagues as needed will be critical for success in this role.
Success in the role requires an interest in equity investing, passion for learning, and a willingness to own one's own development. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.
Further qualifications include:
2-5 years of relevant experience and progress towards the CFA are preferred
A Bachelor's degree with very strong academic credentials
Demonstrated analytical 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
Ability to write clearly and succinctly in a variety of communication settings
Articulate with an interest in developing presentation skills
Ability to work both independently and in collaboration with a global team
Strong technical skills; mastery of MS Excel and familiarity with Factset are a plus but not essential
Ability to organize, manage, and prioritize time well
Grace under pressure with an ability to adapt to get things done
A global perspective and/or language skills are viewed favorably
JOB TITLE Equity Product Management Analyst
JOB FAMILY Product Management
LOCATION 280 Congress
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 Wellington@icareerhelp.com .