Investment Director

Employer
Wellington Management Company, LLP
Location
Boston, USA
Salary
Competitive
Posted
28 Sep 2022
Closes
29 Sep 2022
Ref
17088177
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

About the Role

The company
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 55 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 position
We are currently seeking to recruit an experienced Investment Director to join our Alternatives & Multi-Strategy Product Management team in Boston, with a focus on alternatives.

The Product Management group at Wellington partners with our investment teams, our Client Group, and business colleagues around the firm. Our investors span a wide range of assets, disciplines, geographies, industries, market capitalizations, and styles. The Product Management function has three main objectives:

Product Development and Marketing

Product Management contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, by creating the communication strategy for books of business, including materials that differentiate the product relative to competitors, and by acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.

Investment Integrity and Risk Management

Product Management acts as an independent advisor to ensure the integrity of the investment and risk management processes (as well as consistency with client parameters and objectives), collaborating with investment line management and global risk teams, and contributes to formal Investment Review Group processes.

Business Management

Product Management contributes to business management, including capacity, pricing and guidelines, leads the resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product development best practices.

ROLE AND RESPONSIBILITIES

We seek individuals with the investment experience and analytical skills required to organize and interpret investment information combined with the business acumen and interpersonal skills needed to drive business success. The Investment Director role requires a strong foundation and demonstrated interest in investing, and we anticipate that this person will spend a large portion of their time meeting with clients, prospects and consultants to communicate investment strategy.

Responsibilities and activities will include:
  • Developing and executing the agenda to move the approaches under coverage forward, and strategically build a sustainable book of business,
  • Creating business plans, marketing strategies and original investment content to differentiate the firm/investor, and position our products/solutions in the marketplace,
  • Acting as an effective investment representative of the portfolio managers and portfolios with clients, prospects, and consultants,
  • Driving, facilitating and influencing business decisions, such as those arising from operational complexity, fee negotiations, capacity limitations, and investment guidelines,
  • Leveraging analytical tools to provide value-added analysis to improve the investment processes, and conducting quarterly risk and attribution reviews with portfolio managers,
  • Making quantitative and qualitative evaluations of investment strategies, both for competitive positioning and client consulting,
  • Where appropriate working with distribution teams and the investment team to tailor investment solutions to meet client specific needs/guidelines.
QUALIFICATIONS

This Investment Director role is multi-faceted, and requires demonstrated investment knowledge, combined with a passion for investing. The successful candidate will have deep market knowledge and compelling communication skills, such that he/she will be able to conduct external and internal meetings across a range of audiences and market/product content. He/she will be intellectually curious, creative, proactive and solutions oriented. The ability to influence and be collaborative, inclusive and transparent while acting as a fiduciary on a wide range of business and investment integrity relative issues is imperative.

Further qualifications include:
  • A strong academic background. Ideally this will include a post-graduate qualification such as an MBA or CFA,
  • Substantial (10+ years) industry experience, with deep capital markets and investment knowledge, preferably gained in a relevant capacity such as Product Management, Portfolio Management or Investment Consulting,
  • Effective marketing strategy and communication skills,
  • Strong personal presence and compelling communication skills,
  • Demonstrated business judgment skills and strong analytical skills,
  • Originality in thinking, and the ability to bring new ideas and creative solutions to discussions,
  • A positive, collegial attitude, and a high level of professionalism,
  • Grace under pressure, the ability to adapt, "roll up sleeves" and get things done.
Not sure you meet 100% of our qualifications? That's 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 GMCANINQ@wellington.com .
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