Manager, fixed income portfolio implementation

June 17, 2019


Company

Wellington Management Company

Industry

Finance and Investments

Category

Finance

Location

Boston, Massachusetts


Description


Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management as of March 2019, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative, and inclusive culture because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

Overview:

The Portfolio Implementation team is looking to hire a Manager of Fixed Income Portfolio Implementation. Based in Boston, the ideal candidate will be highly knowledgeable in Fixed Income instruments and strategies. The person is detail-oriented, has a strong sense of responsibility, works collaboratively with other functions while also taking ownership of his/her own function, and is knowledgeable of different systems, tools, and workflows associated with Fixed Income portfolio construction and implementation.

Primary responsibilities:

  • Act as manager, coach and mentor to team of 28 portfolio analysts in fixed income.
  • Foster development of a strong team through hiring and professional development of Portfolio Analysts, with a focus on diversity and inclusion.
  • Spearhead the continuous assessment of system capabilities, systems development, workflows and inter-dependencies with Trading and the Investment Platform.
  • Engage with internal investment teams, IT and other areas of Portfolio Services to ensure best in class implementation is delivered for our clients.
  • Continuously assess the resource and development needs of the multiple fixed income investment teams, with a focus on scalability and efficiency of the implementation infrastructure.
  • Identify ongoing opportunities for enhancements to technology and processes, and share best practices across the group.

Requirements


The successful candidate for this position is likely to:

  • A minimum of 7-10 years of relevant professional experience;
  • Demonstrated strong understanding of, and interest in, fixed income investing;
  • Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset;
  • Ability to work well under pressure and prioritize tasks;
  • Strong interpersonal skills to interact effectively with investment and other business professionals around the firm;
  • Ability to think creatively and initiate projects that lead to improved implementation of strategies and trades; and
  • Strong academic credentials. An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably.

Job Type

Full Time

Career Level

SVP, EVP, VP, Tax Director, Internal Audit Director, Control

Contact Name

Adwoa Taylor

Contact Email

ataylor@wellington.com