Multi Asset Portfolio Analyst

Wellington Management is seeking a Portfolio Analyst to join Multi-Asset Portfolio Implementation within Investment Implementation and Trading. The role involves supporting Investment Strategy and Multi Asset Boutiques portfolio management activities, including portfolio construction, rebalancing, and risk analysis.

Requirements

• Interacting closely with Portfolio Managers and Traders
• Monitoring cash and equitization, analyzing portfolio exposures
• 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 investors intent and client and regulatory guidelines
• Partnering with Investment Implementation Technology on the development of and enhancements to investment implementation and monitoring tools

Benefits

• 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