Senior Portfolio Analyst - London, United Kingdom - eFinancialCareers

Tom O´Connor

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Tom O´Connor

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Description

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 than60 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 perspectiveswith those of our clients.
We are transitioning to a hybrid work environment where both remote work and the office play a critical role.

Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients.

Flexible work is a mindset anda core value.

Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

About the Role

OVERVIEW

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.

QUALIFICATIONS

  • Demonstrated strong understanding of, and interest in, fixed income investing;
  • Advanced analytical skills, a quantitative orientation, and a detail oriented mindset;
  • 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; and
  • Strong academic credentials. An undergraduate degree is required. A postgraduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably.

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