Investment Specialist, Multi Asset Solutions at Wellington Management

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 Wellington Solutions manages customized portfolios across multi-asset, fundamental factors and quantitative approaches. The team brings allocators together to provide clients with a platform that integrates customized investment solutions with research. The members of the Team manage multi-asset portfolios, conduct market and manager research, and partner with clients on investment solutions, including strategies to pursue customized risk and alpha objectives. The team also provides bespoke research and advice across various topics such as manager research, asset allocation, policy and risk management. ‘The Investment Specialist, Multi Asset Solutions – will work as part of a product coverage team led by an Investment Director. This product team works closely with members of the broader investment team, relationship teams, and business colleagues across the firm to support our clients’ investment needs. The product coverage team has three main objectives: PRODUCT DEVELOPMENT AND MARKETING Contributing 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 Acting as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducting regular product risk and performance attributions reviews, and contributing to formal, investment review group processes. BUSINESS MANAGEMENT Contributing to business management, including managing risk, capacity, pricing, and guidelines, leading the resolution of internal business challenges, and collaborating on product management business to share investment integrity, marketing and product development best practices. ROLE AND RESPONSIBILITIES 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. Over time the individual will participate in meetings with clients, prospects and consultants to communicate our investment philosophy, strategy, positioning, and performance. Responsibilities of the ‘Investment Specialist, Multi Asset Solutions’ include performing analyses related to portfolio positioning, performance and risk, market trends, competitive positioning, and pricing. The individual will also contribute to the development of new investment strategies and client solutions, the creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, evaluate product overlap and capacity trends, and prepare white papers and presentation materials that serve to differentiate our portfolios. QUALIFICATIONS The Investment Specialist role is multi-faceted and requires demonstrated interest in investment topics, a passion for learning, as well as strong analytical skills. 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. Key qu