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Fixed Income Portfolio Analyst

Wellington Management
Posted 4 months ago, valid for 17 days
Location

Boston, MA 02212, US

Salary

$78.13 - $93.75 per hour

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Contract type

Full Time

Health Insurance
Retirement Plan
Paid Time Off
Life Insurance
Disability Insurance
Tuition Reimbursement
Employee Assistance
Flexible Spending Account

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Sonic Summary

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  • Wellington Management is seeking a Fixed Income Portfolio Analyst in Boston, requiring 3-5 years of relevant experience in the asset management industry.
  • The role involves collaborating with Portfolio Managers and Traders to execute investment strategies and monitor portfolio performance while ensuring compliance with client guidelines.
  • Candidates should possess strong analytical skills, proficiency in programming (preferably Python or Matlab/R), and the ability to work under pressure.
  • A base salary range for this position is between USD 80,000 - 150,000, with additional compensation options such as bonuses and comprehensive benefits.
  • Wellington Management values diversity and encourages candidates from varied backgrounds to apply, emphasizing a flexible work environment.

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.聽 The ideal candidate will work with the Financial Reserves Management Team to provide support for their portfolio management activities.

RESPONSIBILITIES

Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios;

Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines;

Monitoring positions and verifying that transactions are consistent with client guidelines;

Interacting with many areas of the firm to improve processes and minimize operational risks; and

Monitoring performance, risk exposures and key market sensitivities of positions in portfolios.

QUALIFICATIONS

  • A minimum of 3-5 years of relevant professional experience gained in the asset management industry;

  • Demonstrated 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 work well under pressure and prioritize tasks;

  • Strong interpersonal skills to interact effectively with investment and other business professionals around the firm;

  • Ability to think creatively, proactively and initiate projects that lead to improved implementation of strategies and trades; and

  • Strong academic credentials.聽 An undergraduate degree is required;

  • 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?聽 That鈥檚 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.鈥疻e 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 - 150,000

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.聽聽

Base salary聽is only one component of Wellington鈥檚 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. 聽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,聽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.




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