Investment Analyst

Boston, MA, United States💼 Full-time💰 $80,000–$150,000🗓 2026-08-19 → 2026-09-26

Core

Support fixed income investment teams and clients by performing portfolio oversight, developing new investment strategies, and creating market analysis and presentation materials.

Role type

Investment Analyst (Fixed Income Product Management)

Builds

Investment portfolios and client solutions for institutional clients

Domain

Fixed Income / Asset Management

Deliverable

production ML models | product features | dashboards & analysis | client delivery

Required skills

Portfolio positioning analysis, risk exposure oversight, market and competitor analysis, product overlap evaluation, white paper creation, presentation development, data synthesis, MS Excel mastery, third-party data tool proficiency (eVestment, FactSet, Morningstar), AI tool application

Preferred skills

Fixed income product knowledge, CFA progress, AI tool integration for decision-making

Responsibilities

Provide oversight of portfolio positioning, performance, and risk exposures; contribute to development of new investment strategies and client solutions; conduct market and competitor analysis; prepare white papers and presentation materials; communicate investment philosophy and performance to clients, prospects, and consultants

Seniority

Mid-level, hands-on IC

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About wellington

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.