Fixed Income Portfolio Analyst - Wellington
Boston, MA
About the Job
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
THE COMPANY
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.
JOB OVERVIEW
We are looking to hire a Fixed Income Portfolio Analyst based in our Boston location. The ideal candidate will work with the High Yield Team to provide support for their portfolio management activities. Previous asset management industry experience is preferred for this role, although candidates from other backgrounds will also be considered.
RESPONSIBILITIES
· Interact closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios
· Rebalance portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines
· Monitor positions and verifying that transactions are consistent with client guidelines
· Interact with many areas of the firm to improve processes and minimize operational risks
· Monitor performance, risk exposures and key market sensitivities of positions in portfolios
QUALIFICATIONS
· An undergraduate degree is required with strong academic credentials
· A post-graduate degree or relevant professional qualification (e.g., CFA/CAIA), or progress towards one, would be viewed favorable
· Ability to work well under pressure and prioritize tasks
· Strong interpersonal skills to interact effectively with investment and other business professionals around the firm
· Minimum of 3-5 years of relevant professional experience gained in the asset management industry
· Strong understanding of, and interest in, fixed income capital markets and investing
· Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset
· Proficient programming skills in ideally Python, or Matlab/R
· Ability to think creatively, proactively and initiate projects that lead to improved implementation of strategies and trades
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_ _r_ _ace, 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 65,000 - 150,000
This 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/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/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
THE COMPANY
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.
JOB OVERVIEW
We are looking to hire a Fixed Income Portfolio Analyst based in our Boston location. The ideal candidate will work with the High Yield Team to provide support for their portfolio management activities. Previous asset management industry experience is preferred for this role, although candidates from other backgrounds will also be considered.
RESPONSIBILITIES
· Interact closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios
· Rebalance portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines
· Monitor positions and verifying that transactions are consistent with client guidelines
· Interact with many areas of the firm to improve processes and minimize operational risks
· Monitor performance, risk exposures and key market sensitivities of positions in portfolios
QUALIFICATIONS
· An undergraduate degree is required with strong academic credentials
· A post-graduate degree or relevant professional qualification (e.g., CFA/CAIA), or progress towards one, would be viewed favorable
· Ability to work well under pressure and prioritize tasks
· Strong interpersonal skills to interact effectively with investment and other business professionals around the firm
· Minimum of 3-5 years of relevant professional experience gained in the asset management industry
· Strong understanding of, and interest in, fixed income capital markets and investing
· Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset
· Proficient programming skills in ideally Python, or Matlab/R
· Ability to think creatively, proactively and initiate projects that lead to improved implementation of strategies and trades
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_ _r_ _ace, 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 65,000 - 150,000
This 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/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)
Source : Wellington
