Investment Analyst

Overview

In this Investment Analyst role, you support AMS Product Management by delivering analytical leverage on portfolio positioning, risk, and market trends. You act as a knowledge hub for internal stakeholders and help shape client solutions and investment approaches. You’ll contribute to marketing materials, RFP reviews, and workflow automation in a fast-paced, collaborative environment. This role offers exposure to a global team and opportunities to refine presentation and analytical skills while aligning with Wellington’s long-term client focus.

Pay / Benefits

• office 4 days a week, remote 1 day
• equal opportunity employer
• diversified workforce commitment
• development opportunities
• global collaboration

Responsibilities

• Analyze portfolio positioning, attribution, and risk to inform investment decisions
• Support market trend analysis and competitive positioning assessments
• Contribute to marketing materials and responses to client questions (RFPs)
• Assist in developing client solutions and new investment approaches
• Automate workflows to improve efficiency and collaboration
• Coordinate with internal stakeholders across global teams to address inquiries

Key requirements

• Bachelor’s degree with strong academic credentials
• 2–5 years of relevant experience (progress toward CFA/CAIA preferred)
• Strong analytical skills to synthesize data and draw conclusions
• Good judgment, curiosity, and ability to offer a differentiated perspective
• Attention to detail with a solutions-oriented mindset
• Clear, concise written and oral communication
• Proactive, able to work independently and in a global team
• Strong technical skills; mastery of MS Excel and familiarity with Factset (plus, not essential)
• Ability to manage time effectively and perform under pressure

• collaborative
• professional
• curiosity
• initiative
• MS Excel
• Factset

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