Investment Risk Analyst, Equity

Wellington Management Company, LLP
Boston, MA, USA
18 Jun 2018
20 Jun 2018
Job Function
Risk Management
Industry Sector
Finance - General
Employment Type
Full Time

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 50 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.


The Investment Risk Analyst position is part of the Global Risk and Analytics team. The primary focus of this group is leading Wellington Management's portfolio oversight, risk measurement, and security analytics processes across our broad equity, multi-asset, hedge fund, research and fixed income strategies. The Investment Risk Analyst will work closely with the Associate Director of Equity Risk to contribute to the broad portfolio oversight efforts of the Global Risk and Analytics team.

The Analyst will produce quantitative analyses of portfolio positioning and trading dynamics for risk oversight reviews using third part and Wellington systems and will be involved with ongoing research projects across risk. The role requires a working knowledge of equity risk analysis and portfolio management concepts and comfort with statistical and quantitative approaches to investment analysis.

  • Oversee the production of risk analysis used in risk oversight meetings using Factset and other proprietary analytical tools
  • Develop key insights from analyzing portfolio analytics ¬†
  • Develop and prepare periodic reporting materials and dashboards to evaluate risk across the firm's equity platform¬†
  • Leverage technology to automate workflows
  • Research peer positioning, factor exposures, and performance results using third party/consultant databases
  • Help manage and organize various business issues related to the group's risk oversight

    The ideal candidate will have a solid analytical foundation and organizational skills, be motivated by a team environment, have the ability to learn about new analytical applications and investment products, and possess the desire and aptitude to develop domain knowledge on quantitative risk measurement. Experience in the use of analytical and database tools including Factset, BARRA, MSCI RiskMetrics, and eVestment Alliance, is desired but not required. An ability to quickly develop a strong working knowledge of systems and reporting tools is required.

  • 2+ years of experience in portfolio analytics, data analysis, and/or risk management,
  • Strong academic track record; undergraduate degree in economics, mathematics, finance or a quantitative field
  • Thoroughness and attention to detail are essential traits given the importance of communicating correct information to investors and other members of the portfolio management team
  • Ability to organize, manage multiple tasks, prioritize effectively, meet deadlines and deliver high quality, error-free work in a fast-paced environment
  • Ability to conduct independent research in a collaborative team environment
  • Capable of taking responsibility for independent projects with limited supervision
  • Grace under pressure; ability to adapt
  • Humility, natural curiosity
  • Excellent written, oral and interpersonal communication skills
  • Desire to pursue CFA designation

Investment Risk Analyst, Equity

Investment Risk Services

280 Congress

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 .

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