Investment Director, Multi-asset Solutions - London, United Kingdom - eFinancialCareers

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

We are currently seeking to recruit an experienced Multi-Asset Solutions Investment Director (Product Specialist) to join our Alternatives & Multi-Strategy Product Management group in London.

This individual will engage with clients, prospects, and consultantsto discuss investment approaches, create new multi-asset solutions, analyze solutions to ensure investment integrity, and manage business issues on behalf of investment teams.

The Product Management group at Wellington partners with our investment teams, our Business Development & Relationship Management Group (Client Group), and business colleagues around the firm.

Our investors span a wide range of assets, disciplines, geographies,industries, market capitalizations, and styles. Our clients are located around the world.

The Product Management function has three main objectives:

Product Development & Marketing

Investment Integrity & Risk Management

Product Management 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 risk and performance attributions reviews, and contributesto formal Investment Review Group processes.


Business Management

Product Management contributes to business management, including capacity, pricing and guidelines, leads the resolution of internal business challenges, and collaborates on investment integrity, marketing and product development best practices.


ROLE & RESPONSIBILITIES

The Investment Director will work closely with our Investment Strategy team, which manages over $50 billion of client assets across a range of Multi-Asset, Thematic, Absolute Return, Income and Multi-Manager portfolios.

He/she will specifically lead our effortsto grow Multi-Asset Custom Solutions in EMEA, coordinating with the global team. He/she will work closely with the Director of Investment Strategy EMEA/APAC, Product Management colleagues globally, the investment team itself, Client Group, and business professionalsaround the firm to a) position and represent our investment approaches for success in the marketplace, b) review and evaluate the integrity of our approaches, and c) manage business issues associated with portfolios under coverage.

Specific activities will include:

  • Acting as an effective investment representative of the Investment Strategy team and their respective portfolios and/or investment process with clients, prospects and consultants;
  • Developing and executing the agenda to grow the multiasset solutions and products under coverage, and strategically build a book of business;
  • Creating business plans, marketing strategies and original investment content to differentiate the firm/investor, and position our products/solutions in the marketplace;
  • Driving, facilitating and influencing business decisions, such as those arising from operational complexity, fee negotiations, capacity limitations, investment guidelines, and the like, as well as onboarding and transitioning custom solutions;
  • Leveraging analytical tools to provide valueadded analysis to improve the investment processes, and conducting periodic risk and attribution reviews with portfolio managers;
  • Making quantitative and qualitative evaluations of investment strategies, both for competitive positioning and client consulting;

Investment Directors are expected, in conjunction with Product Management leadership, to actively participate in the development of talent by providing feedback and creating opportunities for team members.

Product Management is a global team and members activelywork to share information broadly, and to ensure colleagues have the tools to represent the portfolios/investment processes to clients and prospects around the world.


QUALIFICATIONS
Further qualifications are likely to include: - A strong academic background. Ideally this will include a post-graduate qualification such as a MBA or CFA;

  • Substantial (10+ years) industry experience, with deep multiasset and investment knowledge, preferably gained in a relevant capacity such as Product Management, Portfolio Management or Investment Consulting;
  • Multi-Asset solutions experience, including a trackrecord of working with a diverse set of European clients;
  • Strong personal presence and compelling communication skills;
  • Demonstrated business judgment skills and strong analytical skills;
  • Originality in thinking, and the ability to bring new ideas and creative solutions to discussions;A positive, collegial attitu

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