Equity Portfolio Analyst Equity Portfolio Analyst …

Wellington Management Company, LLP
in London, England, United Kingdom
Permanent, Full time
Last application, 18 Feb 20
Wellington Management Company, LLP
in London, England, United Kingdom
Permanent, Full time
Last application, 18 Feb 20
Equity Portfolio Analyst

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 50 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.



We are seeking a Portfolio Analyst to join the Equity Portfolio Implementation Group within the Portfolio Implementation Group of Portfolio Services.   In this role, the individual will work with our global team of Solutions Portfolio Managers and Equity Portfolio Analysts in support of our Investment Research and Investment Boutiques on trade implementation, cash management, account transitions, portfolio monitoring and additional portfolio implementation related services. This position would be located in London.


Primary responsibilities:


Work with the investment teams and traders to ensure timely and accurate implementation of investment strategies across client portfolios, including cash management and equitization

Interface with groups across the firm, including Portfolio Services, GRG, Investment Products and Services, Investment Research, Investment Boutiques and Securities Law, on issues relating to new account set-up, transitions, market openings, security set-up, product integrity and equity offerings

Provide additional value added contributions to investment teams on a customized basis, such as risk analysis, syndicate recommendations, detailed portfolio data reporting and analysis, exposure tracking, and custom portfolio management

Work with Investment Technology on the development of and enhancements to investment implementation and monitoring tools


The successful candidate for this position is likely to have:

Strong analytical skills and strict attention to detail

The ability to work independently and to contribute as part of a team              

Creativity and initiative to develop projects that can lead to better implementation of strategies and trades, and understanding of portfolio risk and positioning

Solid understanding of global securities, including equities, bonds, currency, and derivatives

Ability to communicate and strategize effectively with investment teams and other internal groups regarding portfolio issues

UCITS knowledge a plus

A willingness and flexibility to work outside of normal business hours on occasion, including shifting work hours to help cover part of the US or Asia trading days and covering some holidays

Familiarity with trading systems, and/or investment risk systems is a plus

Relevant investment management business, with trading, portfolio analysis and/or investment operations/administration experience preferred.   An advanced degree, CFA designation or progress towards CFA is a plus

Equity Portfolio Analyst

Portfolio Services


As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 GMCANINQ@wellington.com .