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Wellington Management · 2 months ago

US Equity Trader

Boston, MA, United States

Full-time

Hybrid

Mid Level

$120K/yr - $225K/yr

3+ years exp

Wellington Management is one of the world’s largest independent investment management firms, serving institutional clients globally. The US Equity Trader role involves executing orders from portfolio managers and analysts, while collaborating with global trading teams to enhance client portfolios.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management

Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures

Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities

Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts

Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market

Remaining informed of new product developments

Fostering new trading relationships and leveraging existing relationships

Monitoring and improving efforts to enhance efficiency while mitigating risk

Qualification

Trading experienceAnalytical skillsRisk managementProgramming experienceCommunication skillsProactive mindsetTeamworkAttention to detailOrganizational skillsIntegrity

Required

Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive

Ability to work quickly and accurately in a fast-paced, dynamic environment

Demonstrate a high degree of accuracy in his/her work

Work well in a team oriented environment

Strong organizational and communication skills

Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day

Strong analytical skills and an ability to apply those skills in a highly practical fashion

An attitude and practice of proactive idea generation and continuous review and improvement of our processes

Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority

Strong quantitative skills, programming experience would be additive

A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency

Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment

Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably

Benefits

Discretionary Corporate Bonus and/ or Incentives

Retirement plan

Health and wellbeing

Dental

Vision

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

Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Company

Wellington Management

Glassdoor4.1

Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.

Founded in 1933

Boston, Massachusetts, USA

1001-5000 employees

http://wellington.com

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)