Investment Specialist

Wellington Management Company, LLP
Boston, MA, USA
04 Sep 2018
06 Sep 2018
Job Function
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.



Investment Specialists are members of product teams, led by an Investment Director. He/she works closely with the Investment Director(s), investment teams, and business professionals to contribute to efforts centered on reviewing and evaluating the integrity of our fixed income approaches, positioning approaches for success in the marketplace, and helping to manage business issues such as capacity, fees and guidelines associated with portfolios under coverage. Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures. The individual will also contribute to the development of new investment strategies and client solutions, conduct market and competitor analysis, evaluate product overlap and capacity trends and prepare white papers and presentation materials that serve to differentiate our portfolios. Over time the individual will participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance.

The ideal candidate is a flexible problem solver with a can-do attitude who takes ownership of issues. The individual will work closely with members of the investment team, the Global Relationship Group and other functional areas.


The Investment Specialist role requires demonstrated knowledge of portfolio and market analysis and a passion for fixed income investing. Advanced analytical skill including the ability to frame issues, identify important points and draw conclusions, combined with strong communication skills and intellectual curiosity is a must. He/she must be comfortable working in a fast paced, multi-faced environment that, over time, requires deep expertise in both the investment process and the competitive marketplace

Further qualifications include:
  • 10 years industry experience, preferably in a relevant capacity
  • Excellent organizational and project management skills, attention to detail
  • Excellent written, oral, and interpersonal communication skills
  • Creative problem solving skills, solutions-oriented mindset
  • Strong business judgment, curiosity, comfort with ambiguity
  • Ability to work independently and with a team
  • Leadership skills, grace under pressure, flexibility, ability to get things done
  • MBA and/or CFA is desirable

Investment Specialist

Product Management

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 .