Investment Treasury Portfolio Analyst
Core
Manage liquidity, funding, currency exposures, and collateral for Wellington Management's institutional portfolios, acting as a bridge between investment, trading, and operations.
Role type
Investment Treasury Portfolio Analyst
Builds
Scalable global Investment Treasury platform and regional resilience
Domain
Global Capital Markets / Investment Management
Required skills
Liquidity management, Currency exposure management, Repo activity management, Portfolio monitoring, Stakeholder communication, Data analysis
Preferred skills
Python, SQL, Automation, Fixed income, Foreign exchange, Derivatives
Technologies
Python, SQL
Responsibilities
Rebalance portfolio currency exposures, Support daily cash positioning and funding decisions, Manage regional repo activity and financing workflows, Monitor portfolio positions and market sensitivities, Partner with cross-functional teams to resolve issues, Develop tools and analytics to improve transparency and reduce operational risk
Seniority
Mid-level, hands-on IC
