Investment Analyst at Wellington Management in Hong Kong

Job description

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 Investment Analyst, Hong Kong The Equity Product Management (“EPM”) 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 Commercialization and Growth: EPM 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: EPM 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: EPM 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 & RESPONSIBILITIES The Investment Analyst will work as part of one or more product coverage teams and will support regional product management efforts across Asia (excluding Japan). The primary focus of the role is to provide analytical leverage to the team while developing a broad understanding of the investment, commercial, and client-facing aspects of product management. The Investment Analyst will serve as a key partner to investment directors and investment specialists and collaborate with a variety of internal stakeholders to support the growth, positioning, and long-term success of strategies under direct coverage or of commercial priority to the Asia region. Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market and industry trends, competitive positioning, pricing, and business opportunities across covered strategies. Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, participation in external client and prospect meetings, automation of workflow, and collaboration on the development of client solutions and new investment approaches. QUALIFICATIONS Success in the role requires a demonstrated interest in equity investing, capital markets, and the evolving needs of clients and investors. A passion for learning and curiosity about both investment and business outcomes are important attributes for success. 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. We are seeking candidates who display the following characteristics: A bachelor’s degree with very strong academic credentials and a record of achievement 1-2 years of relevant experience preferred Demonstrated analytical skills including