Quantitative Strategist - Mortgage-Backed Securities, MBS
About the job
- Five to fifteen years of experience in fixed income and mortgage modeling, including a strong understanding of mortgage market dynamics such as TBAs, pools, and agency collateralized mortgage obligations.
- A strong understanding of asset pricing theory.
- An advanced degree in finance, econometrics, or a quantitative discipline such as mathematics, statistics, physics, electrical engineering, or operations research.
- A strong technical background in model development, statistical analysis, and prototyping.
- Experience with Python, Java, SQL, and/or C++.
- Strong quantitative research skills and deep knowledge of risk-neutral valuation, mortgage modeling, and derivatives valuation.
- Develop models for fixed income, agency mortgage-backed securities, and structured product instruments.
- Conduct empirical research on security valuation and risk premia.
- Serve as a subject matter expert on risk-neutral valuation for investors, product management, and the Investment Risk team.
- Work closely with investors to facilitate the use of quantitative models in investment decisions and portfolio construction.
- Partner with technology teams to build scalable production infrastructure for security analytics.
- Integrate quantitative models into real-world investment processes.
- Lead research initiatives while interacting with investment teams, product management, risk professionals, and technology partners.
- Experience with structured products.
- Experience with Yield Book, Bloomberg option-adjusted spread models, and the eMBS dataset.
- CFA or CAIA credentials.
About the company
Wellington Management is a global investment management firm that offers equity, fixed income, multi-asset, and alternative investments to both institutional clients (such as pension funds, endowments, foundations, and insurers) and individual investors. It manages assets on behalf of clients, earning fees based on assets under management (AUM) and on investment performance. The firm relies on deep research capabilities and market insights to tailor investment strategies that meet client needs, and it integrates environmental, social, and governance (ESG) factors into its process. What sets Wellington Management apart is its broad suite of investment options combined with a commitment to ESG integration and a client-tailored approach, supported by a culture that emphasizes diversity and inclusion. The company’s goal is to help clients achieve their investment objectives by delivering disciplined, research-driven strategies and sustainable investing over the long term.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$66.1B
Headquarters
Boston, Massachusetts
Founded
1933
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Simplify's Take
What believers are saying
- Hartford Funds acquisition closes in first quarter 2027, adding wealth distribution.
- The new Wellington-Vanguard-Blackstone solutions expand access to public-private portfolios.
- Wellington’s venture, biotech, climate, and CLO launches broaden fee-bearing alternatives.
What critics are saying
- Hartford Funds integration carries execution risk until regulators approve the Q1 2027 close.
- Steve Klar’s retirement in June 2026 exposes client-platform succession risk.
- Passive giants and private-credit rivals compress Wellington’s fees and threaten AUM growth.
What makes Wellington Management unique
- Wellington blends public and private markets through alliances with Vanguard and Blackstone.
- Its $1.35 trillion platform spans 60 countries and over 2,500 institutional clients.
- Matt Witheiler’s Forbes Midas List streak validates Wellington’s late-stage growth investing credibility.
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Benefits
Comprehensive health coverage
Work-life balance
Financial future
Development
Company News
We just closed an employee tender offer which values ElevenLabs at $22BN, up 2x from our Series D in February. The tender was led by Wellington and T. Rowe Price, and the growth is driven by demand from enterprises to deploy ElevenAgents across sales, support, and operations. In 2022, we raised our first round at a $9 million valuation, which we announced alongside Eleven v1, our first Text to Speech model, and the first model to generate human-level speech. Four years later, as we reach our new valuation, we just released two new state-of-the-art Text to Speech models. Eleven v4 and v4 Turbo are our fastest and most emotive models yet, and are leading independent benchmarks. Alongside models, we have built a full interaction platform for AI. It allows organizations to deploy conversational agents, connected to their knowledge and systems, that interact naturally in any industry, geography, or context. This shift is driving much of our growth, with enterprise now accounting for 55% of our revenue, as businesses adopt ElevenAgents to support their customers and employees. Our technology is now used in daily operations at five of the world’s ten largest tech companies, five of the ten largest insurers, and four of the ten largest telecoms. The round was co-led by Wellington Management and T. Rowe Price, along with participation from Goldman Sachs, GIC, Ontario Teachers' Pension Plan, EQT Group, Sapphire Ventures, and BDT & MSD Partners. And grateful for ongoing support from existing investors including Andreessen Horowitz, Alkeon Capital, The D. E. Shaw Group, Disruptive, Evantic Capital, ICONIQ, and Lightspeed. Most of all, this round is for the team that built the last four years. We're just getting started! | 89 comments on LinkedIn
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