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Wellington Investment Strategy Analyst, FFP in Boston, Massachusetts

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role


The Investment Strategy team is responsible for multi-factor, multi-manager, multi-asset and custom solutions. The team provides bespoke research and advice across various topics such as fundamental factors, asset allocation, thematic investing and manager research and manages various outcome oriented, factor, and thematic portfolios on behalf of clients.

We are seeking to recruit an Analyst to work with our Fundamental Factor Team within Investment Strategy. The individual will be focused on helping the team conduct research for their proprietary equity factor platform and managing a suite of factor portfolios. They will also contribute to the team’s manager research, strategic solutions proposals, and client analytics capabilities.


A successful candidate will have:

• 2-5 years of relevant experience, during which they have gained:

• Strong understanding of investment management, risk management and portfolio construction concepts with a specific focus on equities.

• Familiarity with risk management and portfolio construction techniques using common industry tools such as Barra, Axioma, etc.

• Interest in factors and their role in driving the performance of fundamental investment strategies

• Intellectual curiosity and a passion for rigorous research, markets and the intersection of technology and investing

• Aptitude and enthusiasm for working with technology

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

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

• Strong work ethic and attention to detail, versatility and creative problem solving

• Excellent written, oral and interpersonal communication skills

• Strong academic credentials

In addition the following would be a plus:

  • Programming skills and experience with business intelligence tools and data architecture.

  • Completion of CFA


Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 80,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

For more information, please visit (