Investment Analyst

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

Investment Analyst, Hong Kong

The Equity Product Management (“EPM”) group at Wellington Management works closely with our equity investment teams, relationship teams, and business colleagues across the firm to support our clients’ investment needs. Our equity investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The product management function has three main objectives:

• Product Commercialization and Growth: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.

• Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.

• Business Management: EPM contributes to business management, including managing risk, capacity, pricing and guidelines, leads resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product development best practices.

ROLE & RESPONSIBILITIES 

• The Investment Analyst will work as part of one or more product coverage teams and will support regional product management efforts across Asia (excluding Japan).

• The primary focus of the role is to provide analytical leverage to the team while developing a broad understanding of the investment, commercial, and client-facing aspects of product management.

• The Investment Analyst will serve as a key partner to investment directors and investment specialists and collaborate with a variety of internal stakeholders to support the growth, positioning, and long-term success of strategies under direct coverage or of commercial priority to the Asia region.

• Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market and industry trends, competitive positioning, pricing, and business opportunities across covered strategies.

• Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, participation in external client and prospect meetings, automation of workflow, and collaboration on the development of client solutions and new investment approaches.

QUALIFICATIONS 
Success in the role requires a demonstrated interest in equity investing, capital markets, and the evolving needs of clients and investors. A passion for learning and curiosity about both investment and business outcomes are important attributes for success.  A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.

We are seeking candidates who display the following characteristics:

• A bachelor’s degree with very strong academic credentials and a record of achievement

• 1-2 years of relevant experience preferred

• Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions

• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective

• Attention to detail combined with a solutions-oriented mindset

• Ability to write clearly and succinctly in a variety of communication settings

• Strong verbal communication skills with an interest in developing confidence and effectiveness in presenting investment and business concepts to a range of audiences

• Intellectual curiosity about markets, client needs, and business dynamics, with an interest in developing commercial judgment over time

• Interest in understanding industry trends, competitive developments, and the factors that influence investment product growth and client adoption

• Proactive with an ability to work both independently and in collaboration with a global team

• Aptitude to build relationships and collaborate effectively across diverse teams, cultures, and perspectives

• Strong technical skills; mastery of MS Excel, familiarity with Factset, and comfort working with AI tools are a plus but not essential

• Ability to organize, manage, and prioritize time well

• Grace under pressure with an ability to adapt to get things done

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 [email protected].

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.