Investment Talent Analyst

About Wellington Management For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.

Wellington Management

Trusted adviser to investors worldwide

Investment ManagementInsurance Asset ManagementDefined Contribution InvestmentsFinancial Reserves ManagementESG IntegrationLiability-Driven InvestingMulti-Manager SolutionsFamily Office Investingand Sustainable Investing

W

wellington.com/en/about-us/why-wellington-management

1,001-5,000 employees

Investment Management

Boston, Massachusetts

1933

Privately Held

193k LinkedIn followers

• Turn strategic direction into substantive proposals. Translate broad objectives into concrete questions and workplans, and develop initial frameworks, recommendations, and tools for review and refinement with the Head of Investment Talent.
• Research, synthesize, and draw conclusions. Gather information through stakeholder discussions, existing materials, and relevant data; identify patterns and gaps; and explain what the findings suggest and where further work is needed.
• Help develop frameworks and operating models. Help shape how roles, responsibilities, engagement models, incentives, and resources support investment success. Develop practical structures that clarify expectations and strengthen how investment and partner teams work together.
• Develop and implement initiatives. Move initiatives from concept through detailed design, stakeholder feedback, implementation, and ongoing execution. Build support for adoption, maintain momentum, and resolve issues along the way.
• Connect related work. Understand how hiring, assessment, development, compensation, and other initiatives fit together, and identify where approaches need to be aligned or adapted.
• Build effective partnerships across teams. Work with investment and partner teams to understand needs, incorporate different perspectives, and coordinate contributions. Identify dependencies and bring forward questions or trade-offs that require discussion.
• Take ownership of ongoing processes. Manage processes over time, coordinate contributions, maintain high-quality outputs, and assess whether they are achieving their intended purpose. Recommend improvements based on feedback and experience.
• Prepare clear materials and support decisions. Develop concise analyses, discussion materials, and recommendations that make the underlying thinking, open questions, and proposed next steps easy to assess.

• Conceptual thinking and framework development. Brings structure to ambiguous questions and develops useful frameworks that organize information and support decisions.
• Analytical judgment and synthesis. Goes beyond summarizing information to draw reasoned conclusions, identify implications, and form an initial point of view.
• Strategic understanding. Grasps the broader vision, connects individual workstreams to it, and recognizes when a proposed approach may need to be reconsidered.
• Intellectual curiosity and learning agility. Learns quickly, asks incisive questions, and seeks to understand how investors work and what enables them to succeed.
• Initiative and drive. Proactively advances work, anticipates next steps, and brings proposed solutions and recommendations to discussions.
• Autonomy with sound judgment. Works independently within agreed direction, seeks input at useful points, and recognizes decisions that require broader discussion.
• Creativity and practical problem-solving. Generates thoughtful ideas and translates them into approaches that are useful and workable.
• Organization and execution. Manages multiple priorities, maintains attention to detail, and follows work through from initial analysis to implementation and ongoing ownership.
• Process design and improvement. Translates ideas into practical, repeatable processes with clear ownership and handoffs, and refines them based on feedback and experience.
• Clear communication and collaboration. Expresses ideas succinctly, explains the reasoning behind recommendations, and works effectively with colleagues across functions and levels.
• Receptiveness to feedback. Incorporates direction thoughtfully, adapts their approach, and uses feedback to deepen their understanding of the intended outcome.
• Discretion and professionalism. Handles sensitive investor and talent information with care and builds trust through sound judgment and reliable follow-through.
• JOB TITLE
• Investment Talent Analyst
• JOB FAMILY
• Campus

• Retirement plan
• Health and wellbeing
• Dental coverage
• Vision coverage
• Pharmacy coverage
• Health savings account
• Flexible spending accounts
• Commuter program
• Employee assistance program
• Life insurance
• Disability insurance
• Adoption assistance
• Back-up childcare
• Tuition reimbursement
• CFA reimbursement
• Paid time off