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Arch Capital Group jobs in Boston, MA

- 61 jobs
  • Catastrophe Risk Summer Intern

    Arch Capital Group 4.7company rating

    Arch Capital Group job in Boston, MA

    With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. About This Internship Arch's internship program offers students a unique opportunity to gain hands on experience in the insurance industry. It provides challenging learning experiences that serve as a foundation for interns to explore their career choices and to develop professional skills. Working alongside some of the most talented members of the specialty insurance industry, interns will gain relevant expertise in various aspects of the field, participate in learning activities and receive ongoing feedback. About This Role Support model validation and research across perils such as hurricanes, wildfires, and cyber events. Assist in portfolio management tasks including post-bind analytics and risk aggregation. Contribute to account analytics by scrubbing and enriching broker data using AI and machine learning. Participate in cyber modeling projects, including cloud dependency analysis and predictive modeling. Qualifications Actively completing a bachelor's degree in Applied Mathematics, Actuarial Sciences, Computer Information Systems, Business Analytics, Statistics, Data Science, or related program. Minimum 3.0 GPA or higher. College level - Junior or Senior student with graduation dates between December 2026 and May 2027. Exposure to Python and SQL required. Exposure to R and geospatial tools (ESRI) a plus. Passion for risk analytics and curiosity about catastrophe modeling. Strong problem solving/critical thinking skills Entrepreneurial spirit along with the desire to be a continuous learner. Team player who collaborates effectively. Self-starter who can work independently and deal effectively with multiple tasks/priorities in a fast-paced environment. Location & Work Arrangement The program dates are June 1, 2026 - August 7, 2026. This position is classified as a hybrid position. You will work 2 days onsite and 3 days from home. This position is located in Boston, MA. Relocation and housing assistance is not provided for this role. Timeline Arch internship positions will be posted from August 2025 and will be unposted when filled. Pay For individuals assigned to or hired to work in Boston, MA, the hourly rate is $26 as of the time of posting. The breadth in the range exists to accommodate students in specialized programs such as actuarial candidates and graduate students. Any actual rate offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, along with the education & qualifications of the candidate. The above range may be modified in the future. Intern position is eligible for select Arch benefits. #LI-KK1 Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team. 10200 Arch Capital Services LLC
    $26 hourly Auto-Apply 60d+ ago
  • Associate, VGE

    Wellington Management Company 4.9company rating

    Boston, MA job

    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 We are seeking a highly motivated and results-driven Associate to join our Venture Growth Evergreen (VGE) Team in our New York or Boston office. The firm has been investing in private markets since 2003 and launched its first dedicated private capital fund in 2014. Today, the privates team currently manages approximately $9 billion in assets and it is the fastest growing investment group within Wellington. Venture Growth Evergreen is a new strategy focused on investing in a highly diversified portfolio of growth and venture stage businesses in a perpetual vehicle targeting the wealth management channel. Private wealth is one of the fastest growing segments of the private equity market from a fundraising perspective, and evergreens have emerged as the vehicle of choice for the channel. These vehicles require a unique skill set and ability to underwrite a high volume of transactions across multiple sectors, strategies, and size ranges. This role will be involved in all aspects of the investment sourcing, underwriting, and execution process, with a core focus on deal-level modeling and underwriting for a broad set of investment across the growth equity and venture capital ecosystem. They will also be involved in assisting the portfolio management process including sizing of positions, liquidity management/stress testing and ongoing oversight of the portfolio. The ideal candidate will be capable of executing in a fast-paced environment and able to prioritize key focus areas in a dynamic investment process. They will also be passionate about private markets more broadly and interested in getting exposure and understanding of broad set of industries and investment strategies. We expect this individual to leverage his or her insight and experience during the investment process, while working closely with others across our Private Investments team and the broader Wellington investment platform. ESSENTIAL SKILLS The following essential skills are required for the role: Analytical acumen, modeling, research -The ideal candidate will have strong financial modeling skills and demonstrated analytical capabilities and an eagerness to apply their expertise in support of VGE. The ability to synthesize disparate information during the diligence process, identify the most important elements, and translate findings into clear and concise materials is required. Agility and flexibility - The candidate should enjoy working in a fast-paced environment and will need the ability to move seamlessly across workstreams, managing multiple deals and diligence streams simultaneously. Excellent communication skills - The ability to clearly communicate through verbal and written materials is critical when interacting with management teams, collaborating with internal and external partners, and drafting investment memos and other documents. Superior collaboration and influencing skills - The candidate will be a self-directed, hard-working team player, who contributes to the investment efforts of VGE and the broader Private Investing platform. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong trusting relationships internally across teams internally. VGE sources the majority of its opportunities from other internal strategies, so the ability to collaborate and build trust across multiple investment teams is crucial. Passion - The candidate will have deep interest in growth and venture investing, and intellectual curiosity across industries and investment types. They will also have interest in wealth-oriented product and more complex investment vehicles like evergreen funds. OTHER QUALIFICATIONS A successful candidate will have the following qualifications: 3-5+ years of relevant experience, preferably in private equity, growth equity, venture capital, investment banking, PE co-investment or secondary investing. Demonstrable ability to work both independently and to collaborate with experienced, cross-functional deal teams Strong financial modeling skills, confidence to build financial models from scratch and identify the correct drivers le ability to work both independently and to collaborate with experienced, cross-functional deal teams Strong work ethic, attention to detail and problem-solving skills Strong interpersonal skills and experience in a team-based, results-oriented environment Independence of thought, high degree of intellectual curiosity, and an entrepreneurial nature CFA charter holder or progress towards CFA preferred 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 race, 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 120,000 - 225,000 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $111k-179k yearly est. Auto-Apply 40d ago
  • 2026 GAM Distribution Summer Internship - USWM

    Royal Bank of Canada 4.3company rating

    Boston, MA job

    What is the opportunity? The 2026 program is based in Minneapolis, MN and runs from June 01,2026 - August 14, 2026. The RBC GAM Summer 2026 Internship Program offers an unparalleled opportunity to gain experience within the Asset Management industry. In this role, the intern will support the RBC Global Asset Management distribution team on a range of projects that drive business development, including but not limited to distribution strategy, market intelligence, competitive analysis, business management, and other distribution related assignments. Our program provides students the opportunity to gain in-depth, hands-on experience while working and learning alongside our experienced financial services professionals. Our program includes learning sessions, social outings, volunteer work, career development, networking opportunities, exposure to executive leadership and more. What will you do? Conduct research on prospective Institutional clients and markets, with the ability to make and present conclusions, to help the distribution team with RBC's overall distribution strategy Work with the Institutional Distribution and Business Management teams to support efforts broadly including business development administration and strategy Liaise with the Marketing team to optimize e-distribution of marketing content and to analyze metrics of engagement Provide analytical support to the Institutional Sales and Client Solutions teams as directed by respective team leads Various other research projects related to the Asset Management industry Consolidate and analyze various distribution metrics to measure sales activity success and strategy plan objectives What do you need to succeed? Junior or Senior (Graduation dates between Dec 2026 - May 2028) with a degree in Finance, Economics, Business, or a related discipline Demonstrated academic excellence within major Exceptional listening skills, well-developed communication skills (written and verbal), and ability to interpret client needs Attributes of a team player - collaborative, self-motivated, relentless focus, attention to detail, and self-sufficient (ability to work in a hybrid environment) Proficiency in MS Office Suite Strong research, reporting and technical skills (Excel, CRM systems, etc.) Passion for financial markets and learning with a growth mindset Ability to work 40 hours per week for the duration of the internship What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. Client First: We will always earn the right to be our clients' first choice Collaboration: We win as One RBC Accountability: We take ownership for personal and collective high performance Diversity & Inclusion: We embrace diversity for innovation and growth Integrity: We hold ourselves to the highest standards to build trust The expected salary range for this particular position is $ 70914 (Annual) / $34 (per hour), depending on your experience, skills, and registration status, market conditions and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative Additional Job Details Address: 225 FRANKLIN STREET:BOSTON City: Boston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-10-01 Application Deadline: 2025-11-03 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
    $70.9k yearly Auto-Apply 60d+ ago
  • Regulatory Assurance Specialist

    Northern Trust 4.6company rating

    Boston, MA job

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Job Summary Northern Trust is seeking a Regulatory Assurance Specialist to join our new Global Regulatory Change Management (GRCM) Department, reporting to the Head of Regulatory Assurance. In this role, you will lead and manage global regulatory assurance projects across the organization, ensuring compliance with all applicable regulations and industry standards. The successful candidate will provide strategic thought leadership in designing and executing the Regulatory Assurance Methodology (1LOD), with a strong focus on regulatory change. This is a high-impact opportunity to shape compliance strategies, engage with senior leaders and global regulators, and strengthen Northern Trust's position as a leader in regulatory excellence. Major Duties * Provide strategic leadership in designing and executing the Regulatory Assurance Methodology (1LOD) with a focus on regulatory change. * Lead and manage global regulatory assurance projects, including planning and conducting assurance reviews. * Identify and assess control gaps and regulatory risks as laws and regulations evolve. * Apply regulatory and technical expertise to evaluate compliance impacts of new rules, products, and services. * Collaborate with senior management and global regulators to communicate assurance results and compliance strategies. * Ensure consistent execution of the Regulatory Change Management Standard across the organization. * Drive continuous improvement through risk trend analysis, working groups, and process enhancements. * Manage assurance project pipelines and perform special projects as assigned. Knowledge & Skills * Bachelor's degree required. * 10+ years of experience in regulatory assurance, compliance risk management, or internal audit. * Professional certifications (CPA, CIA, CISA, ACA, ACCA) preferred Deep expertise in regulatory compliance within financial services, including financial and non-financial risk areas. * Strong understanding of corporate compliance programs and enterprise risk management frameworks. * Proven ability to lead complex projects and deliver results in an agile, fast-paced environment. * Exceptional analytical, organizational, and communication skills, including advanced report writing. * Leadership capabilities to set goals, manage resources, and influence stakeholders. #LI-MG1 #Hybrid Salary Range: $137,400 - 240,400 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $80k-110k yearly est. Auto-Apply 26d ago
  • Senior Business Analyst

    Invesco 4.6company rating

    Boston, MA job

    As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What's in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: Flexible paid time off Hybrid work schedule 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan Job Description About the Team / Department: Develop the next generation technologies that change how users interact with the Invesco Vision platform. As part of the Solutions Portfolio Engineering and Analytics team, you will work closely with Product, UI/UX Designers, Technologists, and Quantitative Researchers to ensure delivery of a high-quality, cloud-based portfolio construction and analytics platform. About the Role: The role will allow for significant opportunities for creativity and innovation. Responsibilities of the Role: Operating in an Agile product development environment, managing stakeholder requests with clear prioritization, translating complex business needs into technical requirements, and applying a design thinking approach to deliver user-centric, iterative solutions aligned with strategic goals Acting as a liaison between business and engineering teams to ensure alignment on solution design, delivery timelines, and business outcomes Participating in sprint planning, backlog refinement, and retrospectives, contributing to iterative development cycles Creating and maintaining detailed documentation including user stories, process flows, use cases, and acceptance criteria to support development and testing Partnering with Product and cross-functional teams to ensure alignment with strategic roadmaps, while proactively integrating testing and validation early in the software development lifecycle (SDLC) Coordinating and supporting user acceptance testing (UAT), tracking defects, and ensuring timely resolution through collaboration with QA and development teams Demonstrating excellent cross-functional collaboration and communication skills Bringing an inquisitive and innovative mindset with a demonstrated ability to identify opportunities for distinctive value creation Requirements of the Role: Bachelor's degree in Information Technology, Finance or a related field, with 6+ years of experience in fintech or financial services, and strong domain knowledge in asset management Proven success in Agile product delivery, stakeholder engagement, and product development using design thinking to create user-centric financial solutions Strong financial and technical acumen with hands-on experience in systems analysis Familiarity with industry-standard tools and datasets: MSCI BarraOne, Aladdin, Bloomberg, ESG Manager, Rimes, Morningstar Experience applying AI and Large Language Models to enhance data analysis and user experience in financial platforms Strategic thinker with excellent communication and problem-solving skills The salary range for this position in Boston and New York City is $130,000 - $150,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location. Full Time / Part TimeFull time Worker TypeEmployeeJob Exempt (Yes / No) YesWorkplace Model Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
    $130k-150k yearly Auto-Apply 36d ago
  • Research Associate, High Yield

    Wellington Management Company 4.9company rating

    Boston, MA job

    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 POSITION We are seeking to attract a Research Associate to join our Leveraged Credit Research team in Boston. Wellington (WMC) currently manages $524 billion in fixed income assets on behalf of our clients worldwide. The Leveraged Credit team manages approximately $37 billion in assets across its book of business, spanning high yield bonds (Global and US), bank loans (including CLO collateral management), and convertibles. The Leveraged Credit team is highly collaborative and follows a fundamental approach to investing. Research Associates and Credit Analysts work alongside portfolio managers to invest on a variety of horizons. This individual will focus primarily on North American and/or global credits and will be responsible for following several industries in the high yield market, and for providing fundamental credit research on the bond and loan issuers within them. As an active member of the Leveraged Credit Research team, the Research Associate will be fully integrated into the investment process and expected to provide detailed analysis of companies, recommend alpha generating investment ideas and closely monitor existing portfolio holdings across sectors and countries. Experience with the industrials and chemicals sectors will be additive and the coverage assignment for the successful candidate will be determined as part of the interview process. RESPONSIBILITIES Key responsibilities will include: • Work with senior high yield and bank loan analysts to analyze bonds across a variety of sectors within Industrials and Chemicals. • Develop unique research insights, in order to arrive at well supported investment conclusions; • Independently conduct proprietary credit research based on data gathered from company filings, attend company management meetings, and utilize additional independent research sources to build investment conviction; • Build multi-year financial models, to determine appropriate valuations under various scenarios; • Help generate successful investment ideas, and provide monitoring of positions across client strategies; • Work closely with colleagues as part of a highly collaborative platform, sharing ideas and offering feedback. ESSENTIAL SKILLS The following essential skills are required for the role: • Investment acumen and passion - the Research Associate will demonstrate a curiosity and passion for financial markets, combined with an evolving process for fundamental company research, and an ability to communicate their findings. They will be able to work independently and undertake company and industry research with the objective of generating successful investment ideas for client portfolios. • Strong collaboration and influencing skills - the successful candidate will be energized by being an individual contributor within a collaborative team and environment. They will endeavor to build strong, trusting relationships internally with colleagues, and externally with company management teams. The ability over time to take risk and challenge investment views will be critical, as will the humility to admit mistakes and a desire to learn from others. Strong communication skills will be essential. • Team building and integrity - the Research Associate will have demonstrable experience of effective teamwork, either within or outside the Financial Services industry, coupled with a strong work ethic and a high level of personal integrity. • Growth mindset - the flexibility and openness to continue learning, evolving and growing as an investor is required. QUALIFICATIONS Additional qualifications and characteristics are likely to include: • 2-5 years of relevant high yield or bank loan credit research experience, gained either on the Buy or Sell side with an asset manager, hedge fund, investment bank or private credit firm, with a commensurate level of understanding of company financial statements; • Prior experience working in a high yield or bank loan research team or covering Industrials and/or Chemicals sectors would be preferred though a specific coverage background is not required; • Self-awareness, and the humility to admit and learn from ‘being wrong'; • The highest level of integrity, ethical standards, and intellectual honesty; • Strong work ethic, curious mindset, and strong attention to detail; • Strong interpersonal skills, and experience of working in a collaborative, results-oriented environment; • Strong academic credentials. Progress towards the CFA/CAIA Charter would be viewed favorably, but is not required. LOCATION The Research Associate, Leveraged Credit will be based in Wellington's Global Headquarters in Boston, MA. 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 race, 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $86k-121k yearly est. Auto-Apply 60d+ ago
  • Client Associate/Registered Client Associate

    Royal Bank of Canada 4.3company rating

    Norwell, MA job

    What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. What will you do? * Build and maintain professional relationships with clients by assisting them and answering account questions. * Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. * Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed. * Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner. * Provide administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence and entering unsolicited orders in client accounts. * Goals should reflect and align with the overall business plan of the FA(s) this person supports. What do you need to succeed? Must-have * Bachelor's degree or job-related experience * Strong soft skills including verbal and written communication, people, organizational, and client service skills * Attention to detail coupled with the mindset of how you can make advisors more efficient and effective * Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire * Ability to adapt to a rapidly changing business and technology environment Nice-to-have * Current FINRA registrations * Financial services experience What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. * A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable * Leaders who support your development through coaching and managing opportunities * Ability to make a difference and lasting impact * Work in a dynamic, collaborative, progressive, and high-performing team * Flexible work/life balance options * Opportunities to do challenging work * Opportunities to take on progressively greater accountabilities * Access to a variety of job opportunities across business Job Skills Additional Job Details Address: 80 WASHINGTON STREET:NORWELL City: Norwell Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-20 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
    $64k-104k yearly est. 25d ago
  • US Equity Trader

    Wellington Management Company 4.9company rating

    Boston, MA job

    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 Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. 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. The Position We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts. This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the “business” of the department and provide in-depth, action-oriented insights into our trading capabilities and activities. Responsibilities Principal responsibilities will include, but are not limited to: Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management. Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures. Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities. Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts. Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market. Remaining informed of new product developments. Fostering new trading relationships and leveraging existing relationships. Monitoring and improving efforts to enhance efficiency while mitigating risk. Qualifications A successful candidate should have the following qualifications: Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive. Ability to work quickly and accurately in a fast-paced, dynamic environment. Demonstrate a high degree of accuracy in his/her work. Work well in a team oriented environment. Strong organizational and communication skills. Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day. Strong analytical skills and an ability to apply those skills in a highly practical fashion. An attitude and practice of proactive idea generation and continuous review and improvement of our processes. Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority. Strong quantitative skills, programming experience would be additive. A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency. Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment. Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably. 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 race, 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 120,000 - 225,000 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $95k-162k yearly est. Auto-Apply 33d ago
  • Human Resources Business Partner Information Technology

    Wellington Management Company 4.9company rating

    Boston, MA job

    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 Key Responsibilities Strategic Partnership Partner with the CTO and senior technology leaders to design and implement HR strategies that enable organizational growth, workforce transformation, and innovation. Act as a trusted advisor, providing insights on organizational design, agile adoption, leadership effectiveness, and technology workforce strategies. Technology Workforce & Role Expertise Understand the spectrum of technology roles (e.g., software engineering, DevOps, cloud, cybersecurity, data science, architecture, infrastructure, product management). Advise leaders on role design, career frameworks, and leveling to ensure clear paths for growth across technical and leadership tracks. Partner with Talent Acquisition and Workforce Planning to design sourcing strategies that address niche technology skill gaps and future needs. Organizational Transformation & Agile Enablement Support leaders in transforming the technology organization to align with agile, product-driven, and platform operating models. Partner with agile coaches and leaders to embed modern ways of working, fostering collaboration across engineering, infrastructure, and product teams. Guide change management efforts to ensure successful adoption of new technologies, practices, and organizational structures. Performance & Culture Drive a high-performance and innovation-oriented culture through coaching, performance enablement, and continuous feedback frameworks tailored for technology professionals. Champion diversity, equity, and inclusion (DEI) initiatives within the technology organization, ensuring equitable access to growth opportunities. Shape and promote a culture of agility, innovation, and adaptability. Talent Development, Training & Engagement Partner with Learning & Development to design and deliver capability-building programs in emerging technologies, agile leadership, and digital skills. Develop structured training pathways to enable workforce transformation, including upskilling and reskilling initiatives that prepare employees for future technology roles. Work closely with leaders to identify skills gaps and create targeted interventions (certifications, academies, rotations, mentoring, coaching) to close them. Enhance employee engagement through targeted listening strategies and action plans tailored to the technology workforce. Support career coaching and mobility across both technical and leadership career paths. Qualifications & Experience Education: Bachelor's degree in Human Resources, Business Administration, or related field. Master's degree or HR certification (SHRM, CIPD, etc.) preferred. Experience: 8+ years of HR experience, with at least 3+ years in a Business Partner role supporting technology or digital organizations. Proven experience supporting CTO/CIO organizations, technology transformation, or agile adoption programs. Strong background in technology workforce planning, role frameworks, organizational change management, and upskilling initiatives. Knowledge & Skills: Understanding of technology functions (engineering, data, infrastructure, cybersecurity, product management, cloud, etc.). Expertise in agile, product operating models, training design, and digital transformation initiatives. Experience developing and rolling out training pathways and reskilling programs at scale. Strong stakeholder management and consulting skills with senior technology leaders. Data-driven decision-making using people analytics and workforce insights. Ability to thrive in a fast-paced, complex, and innovation-driven environment. 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 race, 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 120,000 - 225,000 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $101k-142k yearly est. Auto-Apply 39d ago
  • Business Undergraduate Summer Internship

    Wellington Management 4.9company rating

    Boston, MA job

    WELLINGTON MANAGEMENT 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 50 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. PROGRAM OVERVIEW We are seeking enthusiastic self-starters to be part of the Business Undergraduate Summer Internship Program. This 10-week summer internship is a paid, full-time (40 hours/week) opportunity starting June 1, 2026, in our Boston headquarters. Interns are offered relocation assistance and a housing stipend along with a flexible work environment. During your Wellington summer internship experience, you will have the opportunity to gain exposure and expand your professional toolkit through three main internship components: (1) internship assignments, (2) firmwide knowledge series and social events, and (3) mentorship and feedback: 1. Internship Assignments Summer interns will work within a specific team in the client and infrastructure platforms. Interns will be given day-to-day responsibilities that help support the team they are working with, helping them to gain an in-depth understanding of what the function does daily. Some interns will be assigned a summer project that tackles a real problem the team needs solved. Interns will also complete ad-hoc projects with various other teams in their departments and more broadly across the firm. At the end of the summer, interns will present their day-to-day responsibilities, summer projects, and lessons learned to their peers, mentors, and senior leaders. Interns will be assigned to teams that align to business need, the intern's skills, and long-term career interests. 2. Firmwide Knowledge Series and Social Events Through a series of interactive speaker sessions, interns will learn from experienced professionals about various departments and functions within the company, helping to expand interns' knowledge of the firm and potential career paths. Interns will attend multiple social networking events with senior leaders from across the firm. These opportunities, among others, will allow interns to build their network and discover what makes the culture at Wellington so unique. 3. Mentorship and Feedback Summer interns are paired one-on-one with a mentor who is dedicated to their learning and growth. Mentors will be recent hires, who are participating in one of our early career programs, many of whom were former interns themselves. Interns will interact and collaborate with other colleagues on a daily basis from various teams and departments. Interns will receive consistent formal and informal coaching, as well as feedback from their peers, mentors, and managers. PROGRAM BENEFITS Full-time, paid internship lasting 10 weeks Housing stipend to help offset the costs of room and board during the internship Relocation reimbursement for traveling to and from the internship location Hybrid work environment Technology provided to each intern, such as a laptop, for ease of connection and hybrid work Learning and development sessions Intern social events 2026 OPPORTUNITIES Business interns will be placed into positions that are complementary to their skills and interests and will gain a practical understanding of the operational functions that support our business. Internship opportunities may vary based on current business needs but typically include roles within our Client and Infrastructure Platforms detailed below. Applicants will be considered for all opportunities listed, but you should specify any particular interest in your application questionnaire and required materials. Client Platform The Client Platform provides high quality service and investment solutions to all of Wellington Management's clients, prospects, and consultants. The group's mission is to provide “service alpha” - to go above and beyond what our clients expect. Examples of client-initiated services include day-to-day operational requests, reporting, and contract/guideline revisions. The internship within the Client Platform affords a unique opportunity for those individuals who are passionate about and are seeking to embark on a career in investment management in a client-facing role. The intern will have exposure to a variety of prospects and clients, including institutional, financial intermediaries, and financial reserves. Within the Client Platform, the summer intern's responsibilities may include, analyzing potential opportunities for new business within a geographic region or channel, assisting with business analytics and competitive analysis, engaging with Wellington's evolving technologies and client related applications, attending various internal cross functional meetings, collaborating with members of the group to support external relationships with clients, prospects, and consultants, and working on ad-hoc projects to support our overall client efforts. With this experience, the intern will develop valuable skills that are critical to servicing and retaining our clients including communication, attention to detail, and relationship management. Finance & Administration The Financial and Administration intern will have the opportunity to gain practical experience in learning the corporate finance space of the asset management industry. Responsibilities may include assisting with financial analysis and modeling, budgeting, expense management, conducting tax research, and supporting the team in completing various financial and administrative tasks. The position will require the intern to work in close collaboration with other members of Finance and to support various areas of the firm including the Client Group, Investment Management and many of our management and oversight Committees. This internship will provide a solid foundation to finance and administration, and help interns develop skills around data analysis, attention to detail, and financial reporting. Focus Initiatives (Private Investments) As an intern working within our Focus Initiatives Privates team, you will have the opportunity to gain practical experience in the private investment space. This team emphasizes specialist expertise and innovation, promoting sustainable growth, collaboration, and client satisfaction, all while ensuring business practices are in line with regulatory. Responsibilities may include assisting with investment analysis and due diligence, supporting the team in evaluating potential investment opportunities, and collaborating with various teams to drive strategic initiatives. This internship will provide you with a solid foundation in private investment practices, and it will give you the opportunity to develop skills in financial analysis, strategic thinking, and project management. Global Operations Global Operations sits on the Infrastructure Platform and is comprised of four global departments: Client Operations, Enterprise Data, Fund Services & Privates Operations, and Investment Operations. Together, these functions drive the firm's operational edge to exceed the investment and service expectations of our clients worldwide. As a Global Operations intern, you will gain experience in how the group designs and executes the infrastructure that supports Wellington's world-class investment strategies. Interns will gain a practical understanding of how operational processes are built for scalability, risk mitigation, and service excellence. The internship will provide valuable insights into how Global Operations collaborates across the firm - including the Investment Platform, Client Platform, and broader Infrastructure Platform - to develop and support new capabilities. Interns will also observe how the team executes daily processes with precision, timeliness, and a fiduciary mindset. The intern will support ongoing initiatives and may be placed in one of several teams depending on business needs and timing - Client Regulatory Operations, Derivative Operations, Fund Services, Reference Data, or Trade Operations. Global Trading As an intern working within our Global Trading (Equity or Fixed Income) team, you will have the opportunity to gain practical experience in the dynamic world of markets and trading. Responsibilities may include supporting the firm's domestic and international post-execution trade activities, interacting with traders, brokers, and custodian bank representatives, and conducting market analysis. This internship will provide you with a solid foundation in trading and trade confirmation practices associated with today's global financial markets, and it will give you the opportunity to learn about a variety of markets, the role of trading at Wellington, the order lifecycle, and how we work with portfolio managers who invest on behalf of our clients. Additionally, you will gain experience in industry applications such as Bloomberg, ALERT, and CTM. It is a fast-paced environment that will help you develop a variety of skills including critical thinking, teamwork, and effective prioritization. Legal, Compliance & Risk The Legal, Compliance & Risk intern will gain a practical understanding of the legal and risk management operations of a global investment management firm. The intern will support the function's evolving compliance programs, contribute to the completion of risk-mitigating projects, and conduct analysis and reporting. Responsibilities may include tagging and analyzing key risk management metrics, gaining proficiencies in regulatory requirements of regimes applicable to a US investment adviser, assisting with due diligence process for new and critical vendors, and assisting with the testing of control design and effectiveness. This internship will provide valuable insights into the legal and risk management requirements within the asset management industry and help interns develop essential skills in legal analysis, risk assessment, project management, and relevant software and applications. QUALIFICATIONS We seek all talented, hardworking undergraduate students with a broad range of backgrounds and experiences. The program is inclusive to all eligible undergraduate students, and focuses on students with strong academic performance, analytical skills, technical capabilities, problem-solving orientation, and clear communication skills. This talent comes from all backgrounds with the ability to collaborate across differences and distances. Key Qualifications: Undergraduate student working towards a bachelor's degree; we accept current sophomore and juniors, no seniors Any major(s) and no previous finance experience is required Participation in on-campus activities, leadership roles, and volunteer opportunities Effective communication skills, both written and verbal Organized, detail-oriented, and ability to manage multiple, simultaneous tasks Entrepreneurial, self-starter who is resourceful and has a curiosity to learn Strong work ethic, adaptability, and interpersonal skills with the skill to collaborate in a team APPLICATION PROCESS For questions only, please email **********************************. For Workday or application issues, please use our website's career email ***********************. The application deadline is 21 October 2025 at 12:00PM ET. Materials Qualified candidates must submit: Resume, 1 page max Statement of interest, 2 pages max, that addresses: (1) Why you are interested in working for Wellington Management (2) Why you are interested in the Business Internship Program and what role(s) you are most interested in (3) Please share an example of an initiative that Wellington Management has undertaken recently and explain why it caught your attention. Unofficial transcript (Grades for all semesters must be present, including up to Spring/Summer 2025. Fall 2025 classes in progress are not required but encouraged.) All documents must be submitted, titled with your Last and First name. You must upload each required document in separate upload boxes - resume, statement of interest, and transcript. You will submit your resume at the beginning of the application where it says upload Resume/CV and your statement of interest and transcript at the end. Applications with missing documents or information missing from the required questions for the statement of interest will not be considered. Please note you will not be able to change your application after you submit it. Interviews Qualified candidates will be notified about their candidacy on an on-going basis but mainly in the weeks after the application deadline. If chosen for the First Round, you will be scheduled for a virtual interview with a campus recruiter or program manager. Then, Final Round interviews will take place virtually in November. This position is not eligible for visa sponsorship. JOB TITLE Business Undergraduate Summer Internship LOCATION 280 Congress 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 considers all qualified applicants will receive consideration for employment without regard to race, 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: no range available 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). We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $40k-52k yearly est. Auto-Apply 60d+ ago
  • Financial Software Engineer Guideline Monitoring Technology

    Wellington Management Company 4.9company rating

    Boston, MA job

    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 TITLE: Lead Software Engineer TEAM: Investment Platform Technology LOCATION: Boston ........................................................................................................................................................................................................................................................... At Wellington Management our appetite for technology is insatiable. We recognize that the world is full of fascinating questions that will impact the future of companies, economies, financial markets, and entire industries. We want you to help us find answers to these questions by building and evolving our innovative, industry-leading, technology platform. We are seeking qualified candidates to join our expanding technology team. Together, you will not only dream up solutions to today's investment challenges, but you will build them to see real-life results. Technology needs are advancing, and this level of complexity requires a highly sophisticated well-managed technology platform that is built by people like you. This is your chance to build something incredible. We want you to think big, solve challenges, and positively impact our clients. JOB OVERVIEW At Wellington Management you will continually learn, develop, and expand your skills. As part of an inclusive culture, you will meet smart, progressive individuals who will challenge you to solve problems, anticipate our clients' needs, and enhance our proprietary systems and platforms. This is a great opportunity for an experienced Lead Software Engineer to join a strong, collaborative team in a role focusing on analysis with leadership and advancement opportunities on our Guideline Monitoring Technology team. This individual must be a self-starter with the ability to multi-task and work on a variety of assignments with people at all levels of the organization. RESPONSIBILITIES Design, prototype and code new user-facing applications and workflows based on functional specifications across the full stack - services, web, infrastructure, and back-end Partner with business analysts, QA engineers, and Client Guideline analysts to lead the delivery of high-quality business solutions. This will include participating in architecture, design, implementation, testing, deployment, and support Lead the development and implementation of solutions to enhance and streamline investor workflows Work with business teams, project managers, and systems analysts to review and qualify business requirements, functional specifications, use-cases, and test plans which will include building estimates, identifying issues, and raising risks Work across various IT teams to coordinate and facilitate infrastructure upgrades, disaster recovery testing, and cross-functional projects Modify and enhance existing systems to incorporate new functionality and to optimize them for performance Provide technical and leadership across initiatives to ensure capabilities are developed with the latest methods and to the highest standards Provide guidance and mentoring for more junior team members Author architecture, technical design, and support documentation and ensure the adherence to established code-quality standards Implement AI-driven solutions to enhance workflows and optimize productivity Ensure stability of production systems by implementing tools for observability, data quality and alerting, as well as providing hands-on support during on-call rotations QUALIFICATIONS 10+ years of experience as a Software Engineer with solid accomplishments Proficiency with Java, Python, and Node.JS Strong knowledge of SQL, experience with Oracle, PostgreSQL, or MySql React is a plus Experience in Financial Industry is preferred Demonstrated ability to deliver high quality, user-facing solutions previously Excellent written and verbal communication Experience with AI technologies is a plus Experience working with Agile methodologies, CI/CD tools (Jenkins or equivalent), version control (Git) and Orchestration tools Experience operating in a DevOps environment with cloud technologies. Amazon Web Services is a plus. Demonstrated ability to work independently and as part of a team, in an energetic, fast-paced, business-critical environment. Strategic mindset; strong work ethic Bachelor's degree in computer science, engineering, math, or related field, or equivalent professional experience 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 race, 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 120,000 - 225,000 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $83k-113k yearly est. Auto-Apply 36d ago
  • Investment Risk Strategist, Equity Hedge Funds

    Wellington Management Company, LLP 4.9company rating

    Boston, MA job

    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 POSITION The Risk Strategy team, part of our Investment Excellence department, helps investors and managers of investors make better decisions through clarity, rigor, and partnership. Risk Strategists are independent experts who combine quantitative analysis, judgment, and curiosity to translate complex analytics into clear, actionable insights that shape portfolio decisions and strengthen investment talent. Strategists work closely with investors to align risk with conviction, ensuring portfolio structure reflects investment intent. They use data to foster reflection-creating feedback loops that sharpen judgment and build enduring investment skill. By providing an objective lens on portfolios and framing exposures within the market context, they help investors focus on the few insights that matter most. Strategists also work closely with investment platform management, providing insight into investor portfolio construction and risk-taking. This work is a key part of the firm's investment oversight process and requires in-depth understanding of client expectations, investor philosophies, and portfolio and risk analysis. As risk coaches and force multipliers, Risk Strategists elevate others by making complex data accessible and actionable in pursuit of our dual mandate: to help investors deliver on client expectations and to help managers develop investment talent. They should be sufficiently confident in their analyses to challenge the thinking of investment teams and present areas of concern or focus to additional Wellington stakeholders for further review. They also help shape Wellington's risk culture, mentor colleagues, and contribute to our ongoing dialogue about thoughtful, disciplined risk-taking. This role embodies our cultural mantra: Client, Firm, Self-anchored in intellectual rigor, humility, and partnership. RESPONSIBILITIES * Apply quantitative analysis, judgment, and curiosity to help investors align risk with conviction and make better decisions. * Proactively identify and communicate changes in portfolio risk dynamics, concentrations, and unintended exposures. * Orchestrate and analyze data, translating complex information into clear, actionable insights that inform portfolio decisions and strengthen investment skill. * Ensure reports, dashboards, or other tools of the Risk Management process are scalable, robust, and properly executed. This includes reviewing for accuracy, with outliers or areas of concern highlighted to investors * Partner with investors and managers to integrate analytics into coaching and development, fostering reflection and continuous learning. * Contribute to Wellington's risk culture by mentoring colleagues and promoting disciplined, thoughtful risk-taking. QUALIFICATIONS * 7+ years of experience in portfolio analysis, risk management, or quantitative investment analytics * Proven ability to partner effectively with investors and senior stakeholders, bringing clarity and insight to complex discussions * Strong equity market knowledge, preferably with experience in hedge fund analytics. Familiarity with other asset classes such as fixed income and commodities is a plus. Proven derivatives risk expertise across equities, rates, FX, credit, and commodities. * Strong understanding of portfolio construction, equity markets, and risk analytics * Proficiency in Python, SQL, and market data tools (e.g., FactSet, Bloomberg) * Demonstrated ability to analyze and synthesize complex data into clear, actionable recommendations * Excellent communication and storytelling skills-able to translate technical concepts into meaningful insights * A proactive, collaborative mindset with the ability to influence without authority and coach others toward better decision-making * Advanced degree and/or professional designation (CFA, CAIA, or FRM) preferred LOCATION The Investment Risk Strategist, Equity Hedge Funds will be based in Wellington's Global Headquarters in Boston, MA. 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 race, 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 120,000 - 225,000 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $132k-246k yearly est. Auto-Apply 28d ago
  • Senior Private Investment Valuation Analyst

    Wellington Management Company 4.9company rating

    Boston, MA job

    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 RoleOVERVIEW The Private Credit Valuation Analyst candidate will play an important role in analyzing complex private and illiquid credit securities to determine fair valuation. The determination of the fair value will require gathering and disseminating company financial information, performing primary fundamental research and analysis, reviewing third-party valuation recommendations, presenting recommendations to the Pricing Committee, and communicating recommendations to internal and external clients. The ideal candidate is highly knowledgeable of the securities industry, has extensive credit analysis experience within the fixed income asset class particularly with a focus on private credit or similar category, has a strong understanding of financial statement analysis and valuation methodologies, is detail oriented, and works well independently as well as part of a team. The candidate should have either a CFA or MBA designation or should be working toward it. RESPONSIBILITIES Primary valuation coverage of hundreds of credit investments across Commercial Real Estate Debt, Investment Grade Private Credit, and Growth Lending funds Perform independent valuation services across all private credit investments Successful collaboration with and oversight of third-party providers on all private credit valuations Building comprehensive valuation models based on fundamental research, company financials, quarterly board presentations, management calls, etc., to corroborate third-party provider recommendations and/or formulate Wellington's own independent valuation recommendations Reviewing various legal documents (Credit Agreements, SPAs, Charters, ROFRs, M&A filings) to ensure rights, terms, and preferences of securities are reasonably and adequately valued Conducting market research and analyzing industry trends Support recommendations throughout audit cycles Opportunity to design and implement valuation policies and controls for new and existing private credit funds, including Commercial Real Estate Debt, Growth Lending, and IG Private Credit funds Strong focus on automation initiatives to allow scale and efficiency across the Private Credit platform Develop relationships with Wellington investors, outsourced providers, and management teams at portfolio companies Formulate new as well as update existing fair value recommendations, which may require both creative and in-depth analysis and valuation methodologies Prepare, review, and present fair value recommendations, fair value policies, and company updates to various stakeholders across Wellington, including the Pricing Committee, auditors, and deal teams Collaborate with various groups throughout the firm including portfolio managers, fixed income traders, industry analysts, internal counsel, global relationship management, securities valuation team, and the alternatives/hedge fund administration group Research and resolve client inquiries timely, thoroughly, and accurately Stay abreast of SEC and regulatory fair value requirements QUALIFICATIONS 4-7 years of applicable industry experience including company valuation and credit analysis Superior understanding of financial statement analysis and valuation methods Advanced knowledge of fixed income instruments, experience within the private credit and commercial real estate debt asset classes a plus Ability to leverage strong technical and data skills, such as SQL, PowerBI, Tableau, Excel macros & AI, to improve valuation/operational processes Strong interpersonal, presentation, and communication skills Exhibits a proactive approach to problem identification and resolution Highly analytical with strong attention to detail and time management skills Demonstrated ability to be flexible, self-directed, and think outside the box Excellent verbal and written communication skills Designation or demonstrated progress toward CFA or MBA strongly preferred Experience with market data providers such as Bloomberg, Markit, FactSet, CapIQ 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 race, 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 90,000 - 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $94k-145k yearly est. Auto-Apply 21d ago
  • Business Manager, Technology

    Wellington Management Company, LLP 4.9company rating

    Boston, MA job

    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 Business Manager for Technology will work will serve as a strategic partner and trusted advisor to the firm's Chief Technology Officer to achieve business outcomes while ensuring operational excellence. This role bridges the firm's technology strategy with execution, financial stewardship, talent development, and organizational communications. The focus is on driving measurable value from the technology portfolio, ensuring investments deliver outcomes aligned with enterprise priorities, and transforming the technology organization into a high-performing, business-oriented partner. KEY RESPONSIBILITIES 1. Technology Portfolio Management & Business Outcomes * Drive alignment of the firm's technology portfolio to business strategy and measurable outcomes. * Oversee prioritization, planning, and tracking of initiatives based on value delivery, not just completion. * Implement governance frameworks and Key Performance Indicators that measure contribution to revenue growth, cost efficiency, customer satisfaction, or risk reduction. 2. Technology Financials & Asset Management * Partner with Finance to manage budgets and investment cases with a clear focus on return on investment and business impact. * Ensure transparency in technology spend and proactively identify optimization opportunities. * Drive lifecycle management of technology assets with outcomes tied to cost efficiency, compliance, and resilience. * Drive product model thinking in the technology organization for financial outcomes. 3. Talent & Organizational Effectiveness * Work with HR to align talent strategies to the skills and capabilities needed to deliver business outcomes. * Shape the organizational design to support agile delivery, accountability, and performance against measurable goals. * Promote engagement and development programs that increase productivity, innovation, and retention. 4. Agile Organization & Ways of Working * Embed agile practices that emphasize outcome-driven delivery (speed-to-market, quality, customer experience). * Align governance and operating models to focus on value streams rather than activities. * Provide insights into scaling agile practices that accelerate measurable business results. 5. Transformation & Change Leadership * Act as the central driver of technology transformation programs, ensuring initiatives are outcome-focused. * Translate the CTO's vision into initiatives with clear business impact (e.g., efficiency gains, AUM growth, improved resilience). * Lead change management to ensure adoption, execution, and realization of intended benefits. 6. Executive Support, Communications & Engagement * Serve as a proxy for the CTO in forums where business outcomes need to be articulated and tracked. * Coordinate leadership sessions with a focus on aligning strategy to measurable results. * Develop executive-level communications and presentations that frame technology initiatives in terms of business value. * Organize and manage key organizational communications and events, such as town halls, leadership offsites, and strategic forums, ensuring consistency of message and alignment with company culture and strategy. QUALIFICATIONS * Bachelor's degree in Business, Technology, Finance, or related field; MBA or related experience. * 10+ years of experience in technology management, consulting, or business operations with a focus on delivering measurable outcomes. * Strong financial acumen with demonstrated ability to connect technology spend to business value. * Proven track record leading large-scale transformation or change programs with quantifiable results. * Familiarity with agile delivery methodologies and value-driven organizational design. * Experience in talent strategy and working with HR partners to align workforce with business needs. * Strong communications experience, with the ability to craft executive messages and lead organizational events. * Excellent stakeholder management and influencing skills, with an ability to translate technology initiatives into business outcomes. 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 race, 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 120,000 - 225,000 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $132k-186k yearly est. Auto-Apply 60d+ ago
  • Product Reporting Analyst

    Wellington Management Company 4.9company rating

    Boston, MA job

    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 Client Reporting Services group within Client Operations has an open position for an Analyst based out of the Boston office supporting the Product Reporting Team. The Analyst will primarily focus on products/funds in the Multi-Asset, Alternatives, and Solutions business. Producing high quality, accurate, and timely reporting is one of the key aspects of providing superior service to our clients, prospects, and consultants. To that end, the Product Reporting Team is responsible for maintaining and producing standard product-related marketing and client materials as well as customized client reporting for an assigned suite of products. The Product Reporting Team broadly is expected to develop expertise in the approaches they cover and are expected to understand the portfolio's outlook, process, positioning, strategy, and the current market environment. The team will be closely aligned with Product Management and serve as internal subject matter expert to Global Operations and the Client Group broadly. RESPONSIBILITIES Responsibilities for this role include, but are not limited to: Partner with Product Management and our Client Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting Develop an expertise in an assigned suite of approaches to effectively develop and deliver product-level content in client reporting; this includes but may not be limited to, writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc. Serve as an internal subject matter expert to the other roles within Client Operations Produce all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries Peer review client deliverables completed by the team as needed to ensure accuracy, data reasonability, etc. Take the lead on production of customized client reporting QUALIFICATIONS The ideal candidate will possess the following qualifications: Strong academic credentials and 3+ years of professional experience in either investment management or marketing communications Candidates should demonstrate a high level of capital markets/investment/product knowledge, particularly in the Multi-Asset, Alternatives or Fixed Income asset classes. Experience in Private Equity is a plus. Excellent quantitative and communication skills, as well as strong attention to detail The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients The position requires extensive use of internal and external systems and databases, and proficiency with Microsoft Word and Excel A positive, collegial attitude and a high level of professionalism are essential An MBA or CFA/CMA/CAIA, or progress toward these qualifications is a plus 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 race, 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 - 150,000 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $76k-100k yearly est. Auto-Apply 1d ago
  • Fixed Income Credit Analyst, Commercial Mortgage-Backed Securities (CMBS)

    Wellington Management Company 4.9company rating

    Boston, MA job

    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 POSITION We are currently seeking to recruit a Fixed Income Credit Analyst (Analyst) to join our Structured Finance Research Team. This individual will be one of two Analysts responsible for covering CMBS across both investment-grade and high-yield opportunities, with a focus on concentrated risk (e.g. SASB, data centers, etc.). The Structured Finance investment team is a dynamic and growing team that is currently responsible for $54 billion in assets. As part of the Structured Finance Research Team, the Analyst will be fully integrated into the investment process and expected to conduct deep fundamental and quantitative analysis, providing unique and insightful research and relative value commentary. This work will support investment recommendations that help shape portfolio manager decisions and add value to client portfolios. The ideal candidate will have strong passion for investing, specific experience and interest in structured finance, have a growth mindset regarding technical skills (e.g. coding, AI, etc.), uphold fiduciary responsibilities and possess a flexible mindset with the desire to learn/grow and contribute in a Team setting. In addition, the Analyst will regularly interact, collaborate and share research with other investment professionals across our global investment platform, including other credit analysts, equity analysts who cover similar industries, portfolio managers, traders, and macro strategists. The role may be based either in Boston or New York. RESPONSIBILITIES Responsibilities for this position will include the following: • Creation and maintenance of detailed financial models to aid in analyzing existing and prospective investments • Crafting and effectively communicating analyses/recommendations that add value to client portfolios • Providing deal-level updates to respond to secondary market opportunities as well as client's requests and regulatory requirements • Attending and contributing to internal and external investment meetings ESSENTIAL SKILLS The following essential skills and characteristics are required for the role: • Investment acumen and passion - We are seeking an experienced credit analyst who is passionate about markets, research, and investing in fixed income. The ideal candidate will possess strong analytical skills, technical skills, attention to detail, and a quantitative orientation. Additionally, the ability to make investment decisions that are supported by rigorous analysis, often with incomplete information, and communicated with strong conviction is required. • Superior collaboration and influencing skills - The successful candidate will enjoy contributing to a highly collaborative investment environment and will embrace the benefits of overlapping lines of idea generation. He/she will build strong, trusting relationships internally with colleagues, and externally with issuer/management teams. The ability to provide a point of view and challenge the status quo is critical, as is the humility to admit mistakes and a desire to learn from others. He/she must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented investment recommendations clearly, and with conviction, and contribute to an open investment dialogue is important. • Growth mindset, intellectual curiosity and capacity for differentiated thinking - The flexibility and openness to continue learning, evolving and growing as a credit analyst and investor. He/she will have a global perspective and creative approach for thinking about innovation, and the evolution of investing. QUALIFICATIONS Additional qualifications and characteristics include: • Strong fundamental credit research skills and knowledge of CMBS sectors. Experience in other Structured Finance asset classes is an advantage but not required. • A minimum of five years' prior credit experience, on the buy-side or sell-side, focused on CMBS. • Ability and willingness to build technology skills (e.g., Python, SQL) on the job; prior experience a plus but not required. • Ability to leverage technical skills to efficiently review and analyze large data sets. • Ability to set priorities and execute a research agenda. • Organizational and time management skills as well as ability to work well under pressure. • High level of initiative, and experience developing and implementing value-added investment recommendations. • Comfort dealing with uncertainty, and a proven ability to take risk. • Independence of thought, an entrepreneurial nature, and a global perspective. • An undergraduate degree with a strong academic record; MBA/MSF and CFA/CAIA are preferred. LOCATION The Fixed Income Credit Analyst may be based in Wellington's Global Headquarters in Boston, MA or the New York Office. 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 race, 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 120,000 - 225,000 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $54k-77k yearly est. Auto-Apply 14d ago
  • Principal, Hedge Funds & Analytics Technology

    Wellington Management Company, LLP 4.9company rating

    Boston, MA job

    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 position The Risk Technology team is responsible for delivering and supporting mission-critical platforms that enable Wellington's Fixed Income investors and the Global Risk & Analytics team to assess, manage, and monitor portfolio risk across a wide range of asset classes. Our flagship risk system supports complex risk modeling, valuation, and scenario analysis, and is central to the firm's risk oversight and decision-making processes. We are seeking a Principal Business Analyst to drive the evolution and support of this platform. This role requires deep domain expertise in risk management, along with strong analytical and communication skills. The successful candidate will work closely with quantitative analysts, developers, and investment professionals to ensure the platform meets the evolving needs of the business, regulatory requirements, and industry best practices. RESPONSIBILITIES * Act as the lead business analyst for the risk platform, with a focus on risk modeling, valuation, and reporting capabilities. * Partner with the Global Risk & Analytics team to understand risk methodologies and translate them into functional and technical requirements. * Lead initiatives to enhance risk data quality, model transparency, and system robustness. * Collaborate with technology teams to ensure timely and accurate delivery of risk-related features and enhancements. * Support production systems and act as a subject matter expert for risk-related inquiries and issue resolution. * Coordinate with internal stakeholders and external vendors during testing, validation, and implementation phases. * Maintain comprehensive documentation of business requirements, functional specifications, and support procedures. * Drive continuous improvement in risk workflows, data integration, and user experience. Qualifications * Minimum 10 years' experience as a business systems analyst in the financial services industry, with a focus on risk management. * Practical understanding of financial instruments including stocks, bonds, swaps, options, futures, forwards, asset-backed securities, and mortgages. * Strong knowledge of fixed income risk analytics, including duration, convexity, spread measures, and scenario analysis. * Practical understanding of derivatives valuation and risk management approaches. * Experience working with risk and analytics vendors (e.g., Yield Book, Bloomberg, Point). * Exposure to vendor valuation libraries and applications (e.g., Numerix, Calypso, FinCad). * Experience with investment data concepts such as holdings, transactions, security master, analytics, and performance. * Excellent written and verbal communication skills. * Strong analytical and problem-solving skills with high attention to detail. * Proven ability to build strong relationships with business partners and drive consensus across teams. * Experience writing requirements, functional specifications, use cases, and test plans. * Creative, innovative, and focused on continuous improvement. * Self-motivated and able to thrive in a fast-paced, result-oriented environment. * Ability to work independently and demonstrate ownership of outcomes. * Hands-on knowledge of SQL and relational database technology. * Working knowledge of Python is a strong plus. * Familiarity with Java is a plus. * Experience supporting critical production applications. * Solid understanding of the software development life cycle. * Bachelor's degree required. * CFA Institute Claritas Certificate, CFA Charter, or progress toward one is considered an asset. 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 race, 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 120,000 - 225,000 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $116k-146k yearly est. Auto-Apply 34d ago
  • Client & Product Strategy Specialist

    Wellington Management Company 4.9company rating

    Boston, MA job

    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 RoleTHE POSITION The Client & Product Strategy (CPS) team informs the firm's product strategy and sales focus. The team serves as the firm's center of excellence for industry and competitive insights, supporting strategic projects across the firm, and is responsible for product and fund development, product prioritization and sales campaigns. The Client and Product Strategy Specialist will work closely with CPS and firm leaders on strategic projects and forward-looking product development. The specialist will work as part of CPS teams that operate cross functionally to help shape the firm's future product offerings and drive growth. As a CPS specialist, your analytical, communication, project management, creative thinking, and leadership skills will be called upon from day one. You will be rapidly pulled into projects central to the future of the firm often working side-by-side with senior leaders. Every day will be different but you can expect the role to include: ·Gathering and analyzing data to estimate market sizes, better understand industry trends and evaluate competitive products ·Monitoring industry developments and competitors' strategy to inform product development decisions ·Developing hypotheses and executing analysis; translating data into meaningful insights; presenting recommendations to key decision makers ·Structuring and managing complex projects; planning workflows; executing against those plans ·Developing talent and serving as a mentor to junior team members Successful specialists will build versatile skillsets and broad networks within the firm unlocking a number of potential career paths within Wellington. THE PERSON Candidates for the CPS Specialist role should bring experience with strategy projects, industry research and data analytics. Critical traits include intellectual curiosity, and a strong work ethic combined with excellent written and verbal communication skills. The ideal candidate will have: 5-7 years of experience, preferably in strategy consulting or corporate strategy The ideal candidate will bring Asset Management expertise and product knowledge Experience conducting market research, estimating market size & growth, and developing cohesive product and distribution go-to-market strategy Excellent organizational, project management skills and attention to detail Ability to translate strategic questions into specific and actionable analysis Excellent written, oral and interpersonal communication skills Creative problem-solving skills, solutions-oriented mindset Strong business judgment, curiosity, comfort with ambiguity Ability to foster innovation and drive outcomes in spite of complexity and imperfect information Drive and action-orientation Ability to work independently and with a team Leadership skills, grace under pressure, flexibility, ability to get things done MBA, CAIA, and/or CFA are preferred 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 race, 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 65,000 - 150,000 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $58k-86k yearly est. Auto-Apply 60d+ ago
  • Strategist, Investment Platform Business Enablement

    Wellington Management Company 4.9company rating

    Boston, MA job

    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 POSITION Our global investment platform is comprised of over 500 investment professionals across various investment functions (Equity & Fixed Income Boutiques, Research, Solutions, Hedge Funds, Privates, and Investor Excellence) in seven locations (Boston, Hong Kong, London, Radnor, San Francisco, Singapore, and Tokyo). Within the COO office, we are seeking a Strategist to join the leadership of our Investment Platform Business Enablement team and drive platform scale, efficiency and operating leverage via scalable workflows and the profound integration of technology. The Strategist will be aligned to a business function within the Investment Platform and hold product ownership for a cross-platform capability driving a product vision based on Investment Platform and investor needs. They will actively provide leadership in technology and business strategy while developing mastery in the group's investment processes and providing a point of contact for investors in the department. The Strategist will use a deep understanding of the investment process and strong judgement to prioritize the department's technology needs and maximize the value of technology investment by driving change management, socialization, and adoption. This is a dynamic role that requires investment process expertise, technology vision and fluency, a global mindset, intellectual curiosity, and strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The Strategist will report to the Director of Business Enablement and will be a member of the IP Business Leadership team to which they are aligned. As a new role on the team, we expect the successful candidate will bring their own ideas and experiences to shape the role for maximum impact. ESSENTIAL SKILLS The following essential skills are required for the role: • Strategic vision for technology-enabled transformation - The Strategist will be a strategic business leader and project manager, serving as a change agent, rallying support for large-scale initiatives that transform Investment Platform processes via new workflows and technology. The position requires being able to think creatively about new ways to amplify the success of our investment professionals by reimaging the tools they use every day. Our investors use a wide range of investment processes and instruments - the successful candidate will demonstrate an ability to understand and improve these sophisticated and complex investment styles through the lens of technology. The ideal candidate will have a proven track record driving and successfully delivering complex, cross-functional projects and translating between business objectives and technology needs. • Leadership through superior collaboration, communication, and influencing skills - The successful candidate will enjoy contributing to a highly collaborative environment. The Strategist will build strong, trusting relationships internally with investors, senior leadership, and colleagues within Infrastructure. The ability to provide a point of view, asking probing questions, and challenge the status quo is critical, as is the humility to admit mistakes and a desire to learn from others; they must recognize the benefits of diverse perspectives. The ability to clearly communicate a strategic vision (both verbally and in writing), integrate numerous viewpoints, build agreement, and mobilize/influence across all levels of the organization is critical. In the context of a collaborative organization, the ideal candidate will have the leadership experience to be able to make and own key decisions, weighing trade-offs and then incorporating the context of the broader firm. • Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a technology strategist. This position sits at the intersection of business, investments, and technology such that even the most experienced candidate will have lots to learn in order to maximize their impact and the successful candidate will be energized by the growth opportunities and hungry to continue learning in the role. The ideal candidate will have a global perspective and creative approach for thinking about innovation within the broader asset management industry. PRIMARY RESPONSIBILITIES • Engage with management and investors to build deep relationships and develop mastery in the teams' investment processes to continuously evolve the Investment Platform infrastructure and technology strategy to meet the needs of the business and investors. Communicate and educate investors on the technology strategy. Guide investors to strategic platform and serve as a change agent during technology transitions. • Work with the Head of their Investment Platform function to promote business accountability and strategic alignment. Drive investment discipline and the technology strategy and roadmap to enable profound integration of technology into the department. Propel engagement of department leadership in technology strategy. • Use strong judgment and domain expertise to prioritize and enable the department's infrastructure needs, including making trade-offs. Capture business requirements and raise capability requests to technology product owners to ensure the needs are represented in broader capability plans and priorities. Participate in and escalate issues to appropriate forum, informing broader capability plans based on Investment Platform requirements, resourcing, roadmap, and dependencies. • Collaborate with platform leadership, IT, infrastructure to synthesize requirements and investor needs across teams to inform design plans and prioritization. QUALIFICATIONS Additional qualifications and individual characteristics include: • 10+ years of experience in an investment, trading, or investment technologist role in asset management, ideally with exposure to complex alternative and hedge fund investment strategies • Demonstrated ability to be a strategic business leader and project manager, including the ability to be a change agent and rally support for large-scale initiatives • Technical aptitude and ability to partner with and provide a sounding board to IT on technical subjects • Credibility to engage productively with senior investors and leaders, including ability to constructively challenge status quo and solve problems • Demonstrated ability to engage the organization appropriately, making sure that all relevant parties and functional groups are informed, involved, and engaged • Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary • Capacity for differentiated thinking and ability to problem solve effectively • Strong academic credentials; MBA and/or CFA (or equivalent) is preferred 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 race, 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) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $93k-153k yearly est. Auto-Apply 56d ago
  • Fixed Income Portfolio Analyst, Securitized Team

    Wellington Management Company, LLP 4.9company rating

    Boston, MA job

    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 OVERVIEW We are looking to hire a Fixed Income Portfolio Analyst, based in Boston. The ideal candidate will work with the Securitized team to provide support for their portfolio management activities. RESPONSIBILITIES Primary 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. * Leveraging Python skills to support/ improve the implementation/ investment process QUALIFICATIONS The successful candidate for this position is likely to: * Demonstrated strong understanding of, and interest in, fixed income capital markets (in particular structured credit markets and Agency MBS), financial engineering and investing; * Advanced analytical skills, a quantitative orientation, and a detail oriented mindset; * Proficient programming skills in 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 and initiate projects that lead to improved implementation of strategies and trades; * Strong academic credentials. An undergraduate degree is required; A post-graduate degree or relevant professional qualification (e.g., CFA/CAIA), or progress towards one, would be viewed favorably. 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 race, 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: no range available 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)
    $81k-127k yearly est. Auto-Apply 18d ago

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