Investment Analyst

London, United Kingdom💼 Full-time🗓 2026-10-01 → 2026-10-07

Core

Provide analytical leverage to the AMS Product Management group by performing analyses on portfolio positioning, attribution, risk, market trends, competitive positioning, and pricing. (via careerplan.io/jobs/R94826-1-investment-analyst-at-wellington)

Role type

Investment Analyst (Product Management)

Builds

Marketing and client materials, client solutions, and new investment approaches

Domain

Global Capital Markets / Investment Management

Deliverable

dashboards & analysis

Required skills

Analytical skills, data organization and synthesis, judgment, intellectual curiosity, attention to detail, time management, technical proficiency (MS Excel, Factset)

Preferred skills

CFA or CAIA progress, presentation skills, automation capabilities

Responsibilities

Perform analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing; create and maintain marketing and client materials; review RFPs and respond to client questions; automate workflows; collaborate on developing client solutions and new investment approaches.

Seniority

Mid-level, hands-on IC

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.