Equity Solutions Portfolio Manager

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.

The Wellington Solutions team is responsible for multi-manager, multi-asset and custom solutions, managing various outcome-oriented portfolios on behalf of clients. The team also provides bespoke research and advice across various topics such as equity research, manager/strategy research, fundamental factors, risk, and portfolio construction. We are seeking an Allocator/Portfolio Manager to support the manager/strategy research and allocation effort for the Solutions Platform. Wellington Solutions manages $24 billion in equity solutions and $78 billion overall. The Allocator/PM will complement our Solutions team by bringing additional dedicated multi-manager allocation experience.

RESPONSIBILITIES

We are seeking to recruit an experienced allocator/PM with a blend of quantitative and fundamental skills who will be responsible for:

• Managing Equity Solutions to drive strong investment results on behalf of clients;
• Contributing key inputs to PM allocation discussion with views on risk, manager allocations, and markets;
• Generate original research for use by the team, the firm, and clients;
• Participating in the strong investment culture and dialogue of the team and the firm;
• Developing a deep understanding of firm internal investment capabilities and opportunities;
• Collaborating with the broader investment platform leadership for succession and talent planning, including talent identification and the expansion of allocation opportunities
• Spearheading development of comprehensive solutions leveraging the team’s manager and factor research process;
• Working side-by-side with the allocator team and manager/strategy research focused analysts to help understand PM positioning and enable a more efficient capital allocation process;
• Work directly with clients and internal client facing teams on designing new solutions and managing ongoing solutions lifecycle events;
• Collaborating with the other allocators and researchers on the team to help drive best-in-class analytics across the platform;

QUALIFICATIONS

The successful candidate should bring 15+ years of relevant experience. In addition, the Allocator/PM should have the following attributes and qualifications:

• Successful track record with meeting client objectives and solutions investing utilizing a robust process / disciplined approach leveraging risk management tools and manager and market research
• Passion for investing with a proven research process for capital allocation
• Work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes
• A demonstrated ability to understand drivers of manager returns to active strategies and leverage risk models in capital allocation process (e.g. Barra, Axioma, Bloomberg)
• Proven expertise in analyzing drivers of return and risk (e.g. FactSet, Morningstar, style research)
• Demonstrated track record of producing research (content)
• Thrive in a multi-faceted, fast-paced environment with multiple competing deadlines
• Essential traits such as intellectual curiosity, versatility, creative problem solving, strong work ethic and attention to detail
• Strong interpersonal and communication skills (verbal and written (as evidenced by a track record of producing relevant content) which are critical to success in Wellington’s collaborative and interactive culture
• Experience modeling and designing data and architecture to support investment processes considered a plus/favorably
• A history of academic achievement; advanced degree in a quantitative field (finance, economics, mathematics, physical sciences, or statistics) and CFA or CAIA charter are preferred

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 [email protected].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: