Wellington Management
Investment Specialist, Fixed Income Product Management
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WELLINGTON MANAGEMENT
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.
We are seeking to recruit an Investment Specialist to join our Fixed Income Product Management (FIPM) team in London.
The FIPM team at Wellington works closely with our Fixed Income investment teams, our Sales & Relationship Management teams, and with other business colleagues around the firm. The team has three primary responsibilities:
Product Development and Marketing
- Contributing to client growth and retention by assessing business opportunities, and leading business planning;
- Developing new products and investment solutions;
- Creating communication strategies for different books of business, including materials that differentiate investment strategies relative to competitors;
- Acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.
Investment Integrity and Risk Management
- Acting as an independent advisor to investment teams, to ensure the integrity of the investment and risk management processes, as well as consistency with client expectations and guidelines, conducting regular portfolio risk and performance attributions reviews, and contributing to formal oversight processes.
Business Management
- Managing risk, capacity, pricing and guidelines;
- Leading the resolution of internal business issues, and sharing investment integrity, marketing and product development best practices.
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Role and responsibilities:
Investment Specialists are members of product sub-teams, which are led by Investment Directors. They work closely with the Investment Directors, investment teams, and business professionals on the areas described above. Responsibilities include performing analyses which ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures. They 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 they participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance. They are flexible problem solvers with a can-do attitude, who enjoy taking ownership of issues.
Qualifications:
The Investment Specialist role requires demonstrated knowledge of portfolio and market analysis, and a passion for fixed income investing. It also requires advanced analytical skills, including the ability to frame issues, identify important points and draw conclusions, combined with strong communication skills and intellectual curiosity. Comfort working in a fast paced environment, in a multi-faceted role where priorities can change rapidly, is important.
The successful candidate is likely to have:
- A strong academic background, ideally including a post-graduate or professional qualification (e.g. Masters degree or CFA), or progress towards one;
- 5+ years of relevant professional experience, ideally including experience working in a similar or related function on the Buy side;
- Demonstrated knowledge of fixed income markets and investment strategies;
- Excellent organizational and project management skills, and attention to detail;
- Excellent written, oral, and interpersonal communication skills, as well as creative problem solving skills, and a solutions-oriented mindset;
- Strong business judgment, curiosity, comfort with ambiguity, and an ability to get things done.
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Please note that we are only able to respond to successful applicants.
JOB TITLE
Investment Specialist, Fixed Income Product Management
JOB FAMILY
Product Management
LOCATION
London
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 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 GMWTalentOperations@wellington.com.
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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