Wellington Management · 2 months ago
Market Research and Competitive Intelligence Lead
Boston, MA, United States
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $180K/yr
1+ years expWellington Management is a private partnership offering comprehensive investment management capabilities globally. They are seeking a Market Research and Competitive Intelligence Lead to enhance market intelligence, develop analytics, and support the Competitive Intelligence team in their efforts to win and retain business.
AdviceAsset ManagementFinanceFinancial ServicesInsurance
Responsibilities
Develop analyses that help us win/retain more business than would otherwise be the case
Create and share information that allows our teams to be better prepared and to make better decisions in terms of prioritization and anticipating the future
Complete complex analytics-related projects – sometimes under tight time constraints - using internal and third-party systems
Act as a technology and systems resource on the team by developing detailed and in-depth knowledge of various in-house and third-party applications (e.g., Excel, Barra, eVestment, Enterprise Reporting, FactSet, IQT, Morningstar Direct, Performance Reporter, etc.)
Work with the team to create business reporting solutions that maximize the use of automation so teams across the firm are spending more time on data analysis and less time on data retrieval and consolidation; develop new reports and tools that allow us and teams across the firm to work more efficiently
Liaise between the business and the technology groups to provide specifications, help develop and test the applications/reports, and ensure timely deliveries
Serve as a resource to help complete 'one off' or irregular updates more quickly than other teams would be able to turn given the breadth of projects our team can consult on
Qualification
Required
A Bachelor's degree with very strong academic credentials and a record of achievement
At least 1-3 years relevant industry experience - progress towards an MBA and/or CFA is desirable
Attention to detail combined with a solutions-oriented, strategic mindset
Strong technical and analytical skills/aptitude – knowledge of MS Excel, familiarity with eVestment, Morningstar, Bloomberg, FactSet, and/or EPFR is a plus
Capable of working with a variety of constituents both in terms of department and seniority
Strong work ethic
Ability to write clearly and succinctly in a variety of communication settings
Ability to work both independently and in collaboration with others across the firm
A positive, collegial attitude and high level of professionalism
Articulate with an interest in developing presentation skills
Grace under pressure; ability to adapt and get things done
Benefits
Discretionary Corporate Bonus and/ or Incentives
Retirement plan
Health and wellbeing
Dental
Vision
Pharmacy coverage
Health savings account
Flexible spending accounts and commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Company
Wellington Management
Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.
1001-5000 employees
H1B Sponsorship
Wellington Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (79)
2024 (52)
2023 (62)
2022 (91)
2021 (82)
2020 (62)
Funding
Current Stage
Late StageLeadership Team
Jean Hynes
CEO, Managing Partner, and Portfolio Manager
Jackson Cummings
Head of Wellington Access Ventures (WAV)
Recent News
2026-01-24
2026-01-21
2026-01-19
Company data provided by crunchbase