Investment Analyst

About the role

Hedge Fund Investor Relations at Wellington Management works closely with our Hedge Fund Investment teams, client relationship teams, risk teams and business colleagues across the firm to support our clients’ investment needs. Our team also broadly works with multiple functions across the firm, offering a lens into other areas such as performance, legal/compliance, fund treasury and fund services, marketing, technology, and trading.

Responsibilities

• Product Ownership: Marketing, development, and servicing HF Investor Relations contributes to client growth and retention by assessing business opportunities, leading business planning, developing new products and investment solutions, and creating the communication strategy for the book of business. The basis of this role is to be a subject matter expert and portfolio representative for colleagues, clients and consultants. This includes internal presentations, performance commentary and external client materials (both regular servicing and fundraising), materials to differentiate the product relative to competitors, and due diligence support.
• Business Management: HF Investor Relations contributes to business management of the respective coverage area, which includes managing risk, capacity, pricing, guidelines, existing book of business and pipeline, data, and product messaging (ensuring alignment with our clients' expectations). This involves leading resolutions of internal business challenges and executing on the business plan that we set out for the strategy.
• Investment Integrity and Risk Management: HF Investor Relations 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.
• Investment Analyst Role and Responsibilities: The Investment Analyst will work as part of one or more product coverage teams (within diversifying strategies) to contribute to the broad efforts of HF Investor Relations. 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 include creation and maintenance of marketing materials, review and updating of RFPs, responses to client and prospect questions, monthly and quarterly performance commentary, tracking allocations, assisting with internal updates to PMs, exposure analysis, and general flow data and analysis.

Qualifications

• Success in the role requires an interest in alternative investments, attention to detail, and demonstrated proficiency in data procurement and analysis. A positive, collegial attitude and high level of professionalism are essential, as are initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.
• We seek individuals that possess the analytical skills and ability to organize and interpret investment data to reach conclusions as well as effective verbal and written communication skills. Further, The Ideal Candidate Will Possess The Following Qualifications 1-2 years of directly relevant experienceA university degree with strong academic credentials; finance, accounting or business-related majors preferredCFA (or pursuing)Strong technical skills and mastery of MS Excel; particularly to manage large amounts of data with attention to detail, ultimately reaching a strong conclusionStrong communication skills, a high work ethic and willingness to hit the ground running are essentialAttention to detail combined with a solutions-oriented mindsetAbility to write clearly and succinctly in a variety of communication settingsStrong ownership, accountability and follow throughAbility to work both independently and in collaboration with a global team; in particular working with many teams at once across a variety of projects/tasksThoroughness, attention to detail, and ability to prioritizeGrace under pressure with an ability to adapt to get things doneWillingness to learn daily about our business and our products