Investment Analyst

Wellington Management offers comprehensive investment management capabilities. The Investment Analyst role is multi-faceted and requires demonstrated interest in investment topics, a passion for learning, and strong analytical skills.

Requirements

• 3-5 years of relevant experience
• A Bachelor’s degree with very strong academic credentials
• Demonstrated analytical skills
• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
• Proactive, self-starter attitude, with a strong desire to own outcomes
• Ability to work both independently and in collaboration with a global team
• Strong technical skills; mastery of MS Excel, familiarity with third party tools (eVestment, FactSet, Morningstar); strongly preferred experience leveraging AI tools to enhance analysis, productivity, and decision‐making

Benefits

• Comprehensive and high value benefit package
• 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
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)