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Investment Analyst
Wellington Management. Perform analyses that ensure portfolio integrity .
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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