Lead Researcher, Multi Asset

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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 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.

About the Role

THE POSITION

Wellington's Investment Strategy & Solutions Group collaborates closely with clients to help solve their investment challenges. This ranges from sharing our research on portfolio construction, markets and manager selection, to drawing on the full breadth of the firm's capabilities to create and manage investment solutions tailored to each client's specific goals. A critical component of that research is asset allocation research, which informs how we position portfolios across various asset classes. This research spans systematic and fundamental, short-term and long-term, broad-based and client-specific. Given the critical nature of this research, we are seeking a Lead Researcher in Asset Allocation to help support this effort. The successful individual will need to be able to facilitate a team based process that drives asset allocation positions in our portfolios. This will involve undertaking research across multiple disciplines and asset classes to fit into a multi asset framework. This individual will also need to ensure that research is both robust and pragmatic, translating into investable views and insights for use in client portfolios. The role will be based in either Boston or London.

We run both Strategic (Solution Design and Client Advisory) and Tactical (Active Asset Allocation and Active Risk Control) research agendas across our Multi-Asset Platform (MAP). The expectation is that the focus for this individual will be primarily on the tactical research, though a broader skill set would be an advantage. Importantly, the focus will be on applied research in order to drive positions in client portfolios. All processes are hybrid in nature, meaning positions reflect a blend of quantitative and fundamental research. This necessitates a senior researcher who ideally has experience with both research disciplines, and with combining the two. Given the relative experience and depth of our research team, strength in fundamental multi asset research is marginally more important.

RESPONSIBILITIES

* Facilitating a team-based process that drives the asset allocation positions in our portfolios;
* Helping to generate asset class views through quantitative and fundamental research, in partnership with the Head of Research and the team, drawing upon both systematic and fundamental inputs;
* Providing input into the research agenda for the team, balancing a desire to continuously raise the level of foundational asset allocation research with the ability to apply this research for the benefit of the firm's clients;
* Forming a close partnership with our portfolio management team, our Head of active asset allocation research, other researchers and team members;
* Maintaining a connection to client trends and challenges, so that the research agenda encapsulates the questions of the future.

QUALIFICATIONS

The successful candidate is likely to have:

* A strong academic background, ideally including a post graduate degree or relevant professional qualification,( e.g. CFA);
* A minimum of 10 years of relevant experience in investment research, strategy, economics, capital markets or another related field. Portfolio management experience would be helpful;
* Demonstrable experience in generating deep, differentiated research insights that impact client portfolios. This requires excellent domain knowledge across multiple asset classes, global markets and economies, and their drivers. Equity market expertise is preferred;
* Curiosity and enthusiasm for markets and investing;
* Strong analytical skills - excellent data collection and analysis skills;
* Coding proficiency (python) or a desire to quickly gain coding skills;
* Self-sufficiency in delivering relevant market based asset allocation research;
* A proven ability to deliver and execute research processes to a high standard, within deadlines, and in coordination with others;
* Experience in systematic, fundamental, or hybrid approaches to market research;
* A collaborative mindset, and the ability to partner with colleagues across the team and the firm globally;
* Strong written and verbal communication skills, with the ability to communicate deep research findings effectively to internal stakeholders (e.g. PMs, researchers, and other investors).

Please note that we are only able to respond to successful applicants.

Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 100,000 - 225,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recru

Reference: 53278578

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