Wellington Management · 3 weeks ago
Investment Director
Boston, MA, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$120K/yr - $225K/yr
8+ years expWellington Management is a leading investment management firm that offers comprehensive investment capabilities across global capital markets. The Investment Director will lead business and marketing strategy for the firm’s fixed income business, ensuring the integrity of investment and risk management processes while engaging with clients and developing product solutions.
AdviceAsset ManagementFinanceFinancial ServicesInsurance
Responsibilities
Contribute to the growth of the Fixed Income business by engaging with clients, prospects, and consultants
Assess business opportunities, and develop products and solutions where there is high potential
Create and implement marketing strategy, marketing materials, and investment guidelines
Represent portfolio managers and explain investment processes and portfolios to audiences that range widely in sophistication levels
Educate and consult with internal colleagues, clients and consultants on markets and portfolios
Differentiate and position strategies relative to those of competitors
Develop close working relationships with Business Development & Relationship Management colleagues
Oversee the investment and risk integrity of our portfolios on behalf of clients:
Set appropriate client expectations for performance in various market environments
Identify investment and operational risk issues and recommend process improvements
Manage risks to the firm in the course of business, and client negotiations
Contribute actively to product development processes
Vet business opportunities in the context of the broader book of business
Work with the Business Development & Relationship Management Group on fixed income business
Manage and lead the resolution of internal business issues associated with portfolios and solutions
Qualification
Required
A strong academic background, ideally including a post-graduate qualification (e.g. MBA or CFA)
8+ years of related professional experience, ideally gained within the Asset Management industry, or institutional investment consulting
Excellent written, oral and interpersonal communication skills
A strong fixed income background: portfolio management and/or product management experience preferred
Strong business judgment
Excellent quantitative and problem-solving skills, and ability to synthesize risk and perform attribution analysis
The ability to work independently and in a team environment, and to manage multiple priorities
Creativity, attention to detail and leadership skills
The willingness to develop knowledge of non-traditional instruments and complex investment strategies
A willingness to travel
CFA Required
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
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
2025-12-30
2025-12-17
Company data provided by crunchbase