Job Information
Wellington Investment Analyst, FIPM in Central Hong Kong, Hong Kong
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 Team
The Investment Product and Fund Strategies (IPFS) group at Wellington Management is a product center of excellence with focus across the lifecycle of our products including product innovation, portfolio representation, portfolio integrity, and product delivery, increasingly through funds. The team is responsible for defining the product and vehicle strategy across asset class and geography and works in partnership with colleagues on client and investment platforms to implement that strategy.
The Product Management group partners with Wellington Management's investors and investment strategies through all phases of their lifecycle, including developing and marketing new investment strategies, ensuring the integrity and sustainability of existing investment strategies, and adapting investment strategies as appropriate to meet evolving client needs.
Key areas of focus include:
Investment Integrity - Work closely with investment teams to define, implement, and enhance investment processes
Book of Business Management - Work with investors, relationship managers, and business developers to assist in growing, retaining, and diversifying the firm’s fixed income assets
Portfolio Representation - Act as investment representative of Wellington Management and one or more of its portfolios to clients, prospects, consultants, and internal colleagues
The Position
We are looking for an Investment Analyst with a focus on Greater China based in Hong Kong to join our Fixed Income Product Management group, which works closely with our fixed income investment teams, our client group and business colleagues around the firm (both regionally and globally). The Investment Analyst will be a member of a product team responsible for growing our Fixed Income franchise across Greater China.
Responsibilities
Responsibilities include portfolio and market analysis, interpreting attribution, and explaining portfolio positioning and outlook. The individual will prepare analysis and materials for meetings with clients, prospects, and consultants and will respond to product and market related questions. Additional duties and projects may include market analysis, competitor analysis, review of RFPs, and creation and maintenance of marketing materials.
Responsibilities will include:
Utilizing various internal and third-party systems to access current and historical portfolio and market data
Assisting in analyzing portfolio and market data and summarizing important takeaways
Supporting the portfolio review and marketing process by producing, interpreting, and assembling reports across a range of areas including performance, characteristics, attribution, style, risk, and competitive analysis
Supporting the composite review process through analysis and data-gathering and fact checking
Assisting in the preparation of presentation materials for use with clients, consultants, and prospects
Completing system-based tasks and projects in response to ad-hoc product-related requests from internal and external constituents
Building efficiencies by leveraging technology
Supporting the RFP responses review
Qualifications
We seek individuals that possess a high degree of demonstrated analytical and problem-solving skills, intellectual curiosity, and enthusiasm. The individual must be a hard-working self-starter eager to learn about the investment business. A positive, collegial attitude and high level of professionalism are essential, as is initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.
Further, the ideal candidate will possess the following qualifications:
A minimum of 3 years financial industry experience, preferably in a relevant capacity such as product sales and support
Strong academic track record and demonstrated quantitative and numerical analytical skills
Working knowledge of relevant asset classes such as Fixed Income and Equity
Effective communications skills, both written and oral
Ability to work independently without significant direction and with a team
Ability to organize, manage, and prioritize time well
Creativity, thoroughness, attention to detail, can-do attitude and a comfort with working with a variety of constituents
Comfort with large amounts of data and data manipulation
Proficiency of an Asian language is preferred
MBA and/or CFA is desirable
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 GMWTalentOperations@wellington.com .
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 https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)