Apply on Employer Site

Wellington Management · 2 weeks ago

Investment Strategy Analyst, LDI

Boston, MA

Full-time

Hybrid

Senior Level

$90K/yr - $180K/yr

5+ years exp

Wellington Management is one of the world's largest independent investment management firms, known for its comprehensive investment management capabilities. The Investment Strategy Analyst, LDI role involves assisting in the design of pension investment solutions, managing portfolios, and enhancing investment infrastructure and analytics.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Assisting Portfolio Managers in the design of pension investment solutions, including multi-asset portfolios, to meet client needs

Playing a key role in the daily oversight of portfolios

Contributing to the continuous improvement of portfolio management processes, analytics, and infrastructure to drive better investment decisions and client outcomes

Collaborate on building and enhancing robust LDI investment infrastructure

Develop and implement advanced analytics tools to improve portfolio management and risk assessment

Leverage programming and quantitative modeling skills to automate processes and optimize investment workflows

Supporting the Strategists/PMs in researching investment topics and designing new investment solutions in our mission of serving as a trusted advisor to our clients

Qualification

PythonQuantitative modelingData analyticsFixed Income knowledgeActuarial designationIntellectual curiosityCommunication skillsProblem solvingAttention to detailTeam collaboration

Required

Minimum of 5+ years of relevant experience (background in financial or data analysis)

Strong technical skills with demonstrated experience in programming (Python or similar), quantitative modeling, and data analytics

Working knowledge of various asset classes, especially Fixed Income, gained from experience in institutional investment or risk management, and/or investment consulting

Actuarial designation, progress towards, or degree a strong plus

Strong work ethic, attention to detail, and process orientation are essential traits, as are versatility and creative problem solving

Intellectual curiosity and a passion for exploring and understanding complex investment topics

Ability to thrive in a multi-faceted, fast-paced environment with multiple competing deadlines

Ability to work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes

Excellent written, oral, and interpersonal communication skills

Strong academic credentials. CFA progression is a plus

Preferred

Familiarity with risk management and portfolio construction integrated with actuarial frameworks

US Corporate Pension experience

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)