Fixed Income Portfolio Analyst
Wellington Management · Boston, United States · 4mo ago
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
OVERVIEW
We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Global Credit team to implement their investment strategies in client portfolios.
The team offers a range of investment styles designed to meet the diverse needs of clients around the globe, with a focus on global credit, providing an exciting opportunity to work and learn in complex financial markets within a dynamic and collaborative environment.
RESPONSIBILITIES
Primary responsibilities:
Interacting closely withportfoliomanagers,traders, and others across the firmto ensuretimelyandaccurateexecution of investment strategies across client portfolios
Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market pricemovementsand changes in client guidelines
Monitoring positions and verifying that transactions are consistent with client guidelines
Monitoring performance, riskexposuresand key market sensitivities of positions in portfolios
Collaborating with various areas of the firm to improve investment processes and minimize operational risks
Maintaining and improving internal tools that support the Securitized Team's investing process
qualifications
The successful candidate for this position is likely tohave:
A minimum of 3-5 years of relevant professional experiencein thefixed incomespaceas a portfolio analyst,risk analyst, quantitative analysist or similar
Demonstrated strong understanding of, and interest in, fixed-income investing
Advanced analytical skills, a quantitative orientation, and adetail-orientedmindset
Experience working with large,complexdatasets,andperforminganalysis that influences decision-making
Proficient programming skills in Pythonarepreferred
Ability to think creatively and initiate projects that lead to improved implementation of strategies and trades
Ability to work well under pressure and prioritize tasks
Strong interpersonal skills to interact effectively with investment and other business professionals around the firm
Strong academic credentials. An undergraduate degree isrequired. A post-graduate degree or relevant professional qualification (e.g.CFA), or progress towards one, would be viewed favorably
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.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 80,000 - 150,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFAreimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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.