The posting
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
Working closely with the Head of Investment Talent, this individual will help build and execute initiatives that strengthen how investors develop, perform, and expand their impact at Wellington. The role combines strategic thinking and design with hands-on implementation and ongoing ownership of related processes.
This person will contribute to shaping and advancing the investment talent strategy, helping translate the vision into practical frameworks, recommendations, and processes—gathering information, identifying patterns, drawing initial conclusions, and developing thoughtful proposals for discussion and refinement. They will be expected to build a strong understanding of the broader vision and use that understanding to advance work with increasing independence.
The work will span the broader investment ecosystem, including investor roles and capabilities, engagement and operating models across investment and partner teams, hiring and assessment, compensation, and the tools and resources that support investors. This individual will help design and connect these elements so that responsibilities, processes, and incentives reinforce one another and support the broader investment talent strategy.
RESPONSIBILITIES
- Turn strategic direction into substantive proposals. Translate broad objectives into concrete questions and workplans, and develop initial frameworks, recommendations, and tools for review and refinement with the Head of Investment Talent.
- Research, synthesize, and draw conclusions. Gather information through stakeholder discussions, existing materials, and relevant data; identify patterns and gaps; and explain what the findings suggest and where further work is needed.
- Help develop frameworks and operating models. Help shape how roles, responsibilities, engagement models, incentives, and resources support investment success. Develop practical structures that clarify expectations and strengthen how investment and partner teams work together.
- Develop and implement initiatives. Move initiatives from concept through detailed design, stakeholder feedback, implementation, and ongoing execution. Build support for adoption, maintain momentum, and resolve issues along the way.
- Connect related work. Understand how hiring, assessment, development, compensation, and other initiatives fit together, and identify where approaches need to be aligned or adapted.
- Build effective partnerships across teams. Work with investment and partner teams to understand needs, incorporate different perspectives, and coordinate contributions. Identify dependencies and bring forward questions or trade-offs that require discussion.
- Take ownership of ongoing processes. Manage processes over time, coordinate contributions, maintain high-quality outputs, and assess whether they are achieving their intended purpose. Recommend improvements based on feedback and experience.
- Prepare clear materials and support decisions. Develop concise analyses, discussion materials, and recommendations that make the underlying thinking, open questions, and proposed next steps easy to assess.
SKILLS & QUALIFICATIONS
- Conceptual thinking and framework development. Brings structure to ambiguous questions and develops useful frameworks that organize information and support decisions.
- Analytical judgment and synthesis. Goes beyond summarizing information to draw reasoned conclusions, identify implications, and form an initial point of view.
- Strategic understanding. Grasps the broader vision, connects individual workstreams to it, and recognizes when a proposed approach may need to be reconsidered.
- Intellectual curiosity and learning agility. Learns quickly, asks incisive questions, and seeks to understand how investors work and what enables them to succeed.
- Initiative and drive. Proactively advances work, anticipates next steps, and brings proposed solutions and recommendations to discussions.
- Autonomy with sound judgment. Works independently within agreed direction, seeks input at useful points, and recognizes decisions that require broader discussion.
- Creativity and practical problem-solving. Generates thoughtful ideas and translates them into approaches that are useful and workable.
- Organization and execution. Manages multiple priorities, maintains attention to detail, and follows work through from initial analysis to implementation and ongoing ownership.
- Process design and improvement. Translates ideas into practical, repeatable processes with clear ownership and handoffs, and refines them based on feedback and experience.
- Clear communication and collaboration. Expresses ideas succinctly, explains the reasoning behind recommendations, and works effectively with colleagues across functions and levels.
- Receptiveness to feedback. Incorporates direction thoughtfully, adapts their approach, and uses feedback to deepen their understanding of the intended outcome.
- Discretion and professionalism. Handles sensitive investor and talent information with care and builds trust through sound judgment and reliable follow-through.
JOB TITLE
Investment Talent Analyst
JOB FAMILY
Campus
LOCATION
280 Congress
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 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 [email protected].
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 80,000 - 150,000
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 recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
