Investment Analyst

Wellington Management

Investment Analyst responsible for portfolio integrity and strategy development at Wellington Management. Collaborating with investment teams and clients in a fast-paced environment.

Posted 4/22/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Perform analyses that ensure portfolio integrity
Provide oversight of portfolio positioning, performance, and risk exposures
Contribute to the development of new investment strategies
Conduct market and competitor analysis
Evaluate product overlap and capacity trends
Prepare white papers and presentation materials
Participate in meetings with clients, prospects, and consultants
Communicate investment philosophy, strategy, positioning, and performance

Requirements

What you’ll need

3-5 years of relevant experience
Progress towards the CFA is preferred
A Bachelor’s degree with very strong academic credentials
Strong analytical skills
Ability to organize and synthesize data
Solid judgment and intellectual curiosity
Proactive and self-starter attitude
Attention to detail with a solutions-oriented mindset
Ability to write clearly and succinctly
Strong technical skills; mastery of MS Excel
Familiarity with third party tools (eVestment, FactSet, Morningstar) is preferred
Experience leveraging AI tools is a plus
Ability to manage and prioritize time effectively

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Retirement plan
Health and wellbeing
Dental, vision, and pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

analytical skillsinvestment strategiesmarket analysiscompetitor analysisdata organizationMS ExcelAI tools

Soft Skills

judgmentintellectual curiosityproactive attitudeself-starterattention to detailsolutions-oriented mindsetclear writingtime managementprioritization

Certifications

CFA