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Wellington Management · 1 month ago

Fixed Income Portfolio Analyst

Boston, MA, United States

Full-time

Hybrid

Mid Level

$80K/yr - $150K/yr

3+ years exp

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. The Fixed Income Portfolio Analyst will work with the Financial Reserves Management Team to support portfolio management activities.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios

Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines

Monitoring positions and verifying that transactions are consistent with client guidelines

Interacting with many areas of the firm to improve processes and minimize operational risks; and

Monitoring performance, risk exposures and key market sensitivities of positions in portfolios

Qualification

Fixed income capital marketsAdvanced analytical skillsPython programmingMatlab/R programmingCFAEquivalentInterpersonal skillsCreative thinkingWork under pressure

Required

A minimum of 3-5 years of relevant professional experience gained in the asset management industry

Demonstrated strong understanding of, and interest in, fixed income capital markets and investing

Advanced analytical skills, a quantitative orientation, and a detail oriented mindset

Proficient programming skills in ideally Python, or Matlab/R

Ability to work well under pressure and prioritize tasks

Strong interpersonal skills to interact effectively with investment and other business professionals around the firm

Ability to think creatively, proactively and initiate projects that lead to improved implementation of strategies and trades

Strong academic credentials. An undergraduate degree is required

Preferred

A post-graduate degree or relevant professional qualification (e.g., CFA), or progress towards one, would be viewed favorably

Benefits

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)