WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. The Position The Client Transaction Analyst ("CTA") are members of the Client Transaction Services Group (CTS) and are responsible for supporting the operational aspects of various client transition events including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes with an emphasis on operational risk management and control environment. The CTA will work closely with the global relationship teams and other functional areas of the firm to ensure a consistent service model in transitioning client assets and to mitigate risk during the client transition event process. A substantial amount of time will be devoted to external communication with custodian banks, third party accounting agents, outsourcing providers, vendors, transition managers, and clients. Responsibilities Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings and connectivity both internally and externally as well as coordinating the execution of asset in-kind processing Initiating account record set-up for new accounts and/or portfolios and on-going maintenance of existing account records; reviewing and approving new account set-ups; facilitating proper use of internal trade restriction flags for our institutional separate/sub-advisory clients as well as Wellington's fund range. Coordinating fund launches, fund closures, share class launches, and related transition events for Wellington's fund range. Providing assistance and training to colleagues as well as acting as global expert for account record set-ups; updating process and control checklists Liaison and co-ordination with Transition Managers / legacy investment managers where relevant; Coordinating the reconciliation of external transition management trade execution files for new or existing accounts Being a thought partner to Client Integration Managers, Portfolio Manager/Coordinator and Trading in the development and implementation of our client transition strategies. Coordinating with Portfolio Management, Trading, and Investment personnel to help facilitate transition events on a pre and post event basis. Monitoring and processing of daily cash flows and confirming cash flow transactions with custodian banks Maintaining awareness of industry, custodian bank and regulatory change; develop understanding of different jurisdictions, client requirements, and custodian banks Liaising with the Cash Flow Team to coordinate client flow activity, supporting documentation, and best practices Qualifications Broad and proven knowledge of the investment process, custody, fund operations, transfer agency functions, and basic securities knowledge including derivatives Excellent organizational, project planning, and execution skills including the ability to prioritize effectively and handle multi-tasks under time constraints Possess a high degree of analytical ability, strong business judgment and risk awareness, including the ability to synthesize complex issues and effectively balance competing objectives Exposure to investment operations or financial services operations in a risk management environment would be preferred Proficiency with the Microsoft Suite Excellent communication skills, and proven client service delivery An Interest or desire to acquire applicable industry qualifications or an advanced degree would be preferred 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 .
Dec 08, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. The Position The Client Transaction Analyst ("CTA") are members of the Client Transaction Services Group (CTS) and are responsible for supporting the operational aspects of various client transition events including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes with an emphasis on operational risk management and control environment. The CTA will work closely with the global relationship teams and other functional areas of the firm to ensure a consistent service model in transitioning client assets and to mitigate risk during the client transition event process. A substantial amount of time will be devoted to external communication with custodian banks, third party accounting agents, outsourcing providers, vendors, transition managers, and clients. Responsibilities Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings and connectivity both internally and externally as well as coordinating the execution of asset in-kind processing Initiating account record set-up for new accounts and/or portfolios and on-going maintenance of existing account records; reviewing and approving new account set-ups; facilitating proper use of internal trade restriction flags for our institutional separate/sub-advisory clients as well as Wellington's fund range. Coordinating fund launches, fund closures, share class launches, and related transition events for Wellington's fund range. Providing assistance and training to colleagues as well as acting as global expert for account record set-ups; updating process and control checklists Liaison and co-ordination with Transition Managers / legacy investment managers where relevant; Coordinating the reconciliation of external transition management trade execution files for new or existing accounts Being a thought partner to Client Integration Managers, Portfolio Manager/Coordinator and Trading in the development and implementation of our client transition strategies. Coordinating with Portfolio Management, Trading, and Investment personnel to help facilitate transition events on a pre and post event basis. Monitoring and processing of daily cash flows and confirming cash flow transactions with custodian banks Maintaining awareness of industry, custodian bank and regulatory change; develop understanding of different jurisdictions, client requirements, and custodian banks Liaising with the Cash Flow Team to coordinate client flow activity, supporting documentation, and best practices Qualifications Broad and proven knowledge of the investment process, custody, fund operations, transfer agency functions, and basic securities knowledge including derivatives Excellent organizational, project planning, and execution skills including the ability to prioritize effectively and handle multi-tasks under time constraints Possess a high degree of analytical ability, strong business judgment and risk awareness, including the ability to synthesize complex issues and effectively balance competing objectives Exposure to investment operations or financial services operations in a risk management environment would be preferred Proficiency with the Microsoft Suite Excellent communication skills, and proven client service delivery An Interest or desire to acquire applicable industry qualifications or an advanced degree would be preferred 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 .
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With over US$1.3 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of 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 culture of inclusivity 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. The Position The Global Fixed income platform manages over $70bn of client assets, made up of approximately 150 portfolios and 240 client relationships. The portfolios are managed by Wellington Management's dedicated team of 31 specialised Global Fixed Income Portfolio Managers and 5 Macro Strategists, who have an average of 20 years' experience in the industry, and an average of 9 years at Wellington. Each Portfolio Manager is responsible for generating investment ideas in their area of expertise, which is either market sector, strategy, or regionally based. Our investment dialogue promotes collaborative discussions on securities across a range of diverse perspectives; the freedom to disagree and to make independent decisions on behalf of our clients is paramount to our culture. To ensure we continue to exceed our clients' investment expectations, we are seeking to recruit a generalist Portfolio Manager. This individual will have accountability for client portfolio results within a team managed structure, with a focus on benchmark relative portfolio management. He/she will focus on portfolio design, portfolio oversight and position management in bespoke global fixed income portfolios Responsibilities The role will consist of the following responsibilities: Portfolio Design * Allocate to strategies for each individual client's objectives - return objectives, risk tolerance, investment guidelines, choice of benchmark, operational considerations, regulatory constraints; * Ensure portfolio design is consistent with scale and efficiency goals. Portfolio Oversight * Ensure portfolio design and portfolio construction is working as anticipated - day to day fiduciary oversight; * Investment risk oversight - ensure we are not overly concentrated in themes, countries, currencies, sectors - ensure we are taking enough risk to exceed objectives, and not excessive risk outside of expectations; * Operational risk oversight; * Initiate evolution of portfolio design and positioning intervention as needed. Position management * Allocate to team trade ideas for individual client objectives; * Identify meaningful exposures and trade ideas from platform of Portfolio Managers - interest rates, currency and credit; * Manage entry, exit and position sizing of exposures; * Monitor investment risk in each unique client portfolio; * Ensure scalability of the investment process. Team management * Oversight of portfolio implementation managed by our Portfolio Analyst team; * Partner with internal groups on servicing clients and business growth. Represent the team as appropriate externally in discussions of philosophy, team structure, investment process, investment results, outlook and positioning. Essential Skills The following essential skills are required for the role: * Strong working knowledge of global financial markets, macroeconomics, with experience in Global Aggregate Bond and Global Government bond portfolio management; * Specific focus on interest rates and currency; * Strong process-oriented background including evolution of investment and operational workflows; * Risk management background; * Fixed income derivatives knowledge; * Ability to effectively communicate complex investment ideas and strategies to internal peers and external clients. Other Qualifications Additional qualifications and characteristics are likely to include: * Strong academic credentials; * 5-15 years of relevant experience in a Portfolio Manger or related position with specific decision-making discretion; * Independence of thought, intellectual curiosity, and an entrepreneurial nature; * Service orientation with a fiduciary and client-centric mindset; * Strong work ethic and attention to detail; * Highest personal and professional integrity and ethics; * History of professional achievement; * Global perspective. 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 .
Dec 06, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With over US$1.3 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of 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 culture of inclusivity 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. The Position The Global Fixed income platform manages over $70bn of client assets, made up of approximately 150 portfolios and 240 client relationships. The portfolios are managed by Wellington Management's dedicated team of 31 specialised Global Fixed Income Portfolio Managers and 5 Macro Strategists, who have an average of 20 years' experience in the industry, and an average of 9 years at Wellington. Each Portfolio Manager is responsible for generating investment ideas in their area of expertise, which is either market sector, strategy, or regionally based. Our investment dialogue promotes collaborative discussions on securities across a range of diverse perspectives; the freedom to disagree and to make independent decisions on behalf of our clients is paramount to our culture. To ensure we continue to exceed our clients' investment expectations, we are seeking to recruit a generalist Portfolio Manager. This individual will have accountability for client portfolio results within a team managed structure, with a focus on benchmark relative portfolio management. He/she will focus on portfolio design, portfolio oversight and position management in bespoke global fixed income portfolios Responsibilities The role will consist of the following responsibilities: Portfolio Design * Allocate to strategies for each individual client's objectives - return objectives, risk tolerance, investment guidelines, choice of benchmark, operational considerations, regulatory constraints; * Ensure portfolio design is consistent with scale and efficiency goals. Portfolio Oversight * Ensure portfolio design and portfolio construction is working as anticipated - day to day fiduciary oversight; * Investment risk oversight - ensure we are not overly concentrated in themes, countries, currencies, sectors - ensure we are taking enough risk to exceed objectives, and not excessive risk outside of expectations; * Operational risk oversight; * Initiate evolution of portfolio design and positioning intervention as needed. Position management * Allocate to team trade ideas for individual client objectives; * Identify meaningful exposures and trade ideas from platform of Portfolio Managers - interest rates, currency and credit; * Manage entry, exit and position sizing of exposures; * Monitor investment risk in each unique client portfolio; * Ensure scalability of the investment process. Team management * Oversight of portfolio implementation managed by our Portfolio Analyst team; * Partner with internal groups on servicing clients and business growth. Represent the team as appropriate externally in discussions of philosophy, team structure, investment process, investment results, outlook and positioning. Essential Skills The following essential skills are required for the role: * Strong working knowledge of global financial markets, macroeconomics, with experience in Global Aggregate Bond and Global Government bond portfolio management; * Specific focus on interest rates and currency; * Strong process-oriented background including evolution of investment and operational workflows; * Risk management background; * Fixed income derivatives knowledge; * Ability to effectively communicate complex investment ideas and strategies to internal peers and external clients. Other Qualifications Additional qualifications and characteristics are likely to include: * Strong academic credentials; * 5-15 years of relevant experience in a Portfolio Manger or related position with specific decision-making discretion; * Independence of thought, intellectual curiosity, and an entrepreneurial nature; * Service orientation with a fiduciary and client-centric mindset; * Strong work ethic and attention to detail; * Highest personal and professional integrity and ethics; * History of professional achievement; * Global perspective. 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 .
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The Portfolio Construction Technology team is responsible for enhancing, maintaining and supporting the application suite for the Investment Implementation team. We are seeking an experienced software developer with a background in financial service to join the Portfolio Construction Technology team. You will have a solid background in application development, release management and infrastructure/environment support, ideally within cloud-based architectures. You will be part of a dynamic team that requires a keen and diligent eye for analysis, problem solving and successfully delivery within a DevOps model. Your focus will be on developing, enhancing, and supporting systems across all asset classes (equity, fixed income, FX and derivatives). You will work predominantly with our in-house developed investment systems which cover order intent capture, target capture, order creation and submission, trading (to a limited degree) and live PnL tracking. You will work closely with the sustaining engineering team to ensure our systems adhere to a high level of quality, as well as engage with other teams and will require excellent communication skills. You will help identify areas of improvement and be a driver of change for areas of improvement, including pioneering high quality system architecture and offering solutions that will improve the user experience for our global investment team, while learning and adhering to existing architecture and development best practices, such as Infrastructure as Code (IaC), automated deployment, security, resiliency and branching/PR/merging. This is a multi-faceted role, and the successful candidate will be dynamic and capable of prioritizing and shifting focus while remaining calm under pressure. RESPONSIBILITIES Enhance existing applications to meet the need of our global investment team Build new applications where appropriate, utilizing existing frameworks and building with a strategic mindset Establish and maintain a rapport with Investment Implementation team and Portfolio Managers Adopt new technologies as needed, including self-training Work with the QA team to devise or improve test plans Provide guidance and code reviews for offshore teams Advocate technology best practices QUALIFICATIONS Bachelor's degree in Computer Science, Business, Economics, Finance or related subject 3+ years experience working with object-oriented software engineering Excellent written and verbal skills Attention to detail, problem-solver At least a basic grasp of financial instruments Capacity to work under pressure Comfortable working across time zones Pragmatic but innovative Not essential but advantageous: Experience with Tomcat, JavaFX, Swing, Hibernate, Spring, Jenkins, Git, React.js, TypeScript, Node.js, Python (including Jupyter notebooks), Oracle, OpenFin, GraphQL, Postman, or Wireshark Experience working with web technologies (HTML, JavaScript and CSS) Experience with AWS including EC2, CloudFormation, Route 53, ECS, API Gateway, and Lambdas CFA Foundations, IMC or similar qualification SKILLS JOB TITLE Senior Software Engineer - Solutions LOCATION London 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 .
Dec 05, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The Portfolio Construction Technology team is responsible for enhancing, maintaining and supporting the application suite for the Investment Implementation team. We are seeking an experienced software developer with a background in financial service to join the Portfolio Construction Technology team. You will have a solid background in application development, release management and infrastructure/environment support, ideally within cloud-based architectures. You will be part of a dynamic team that requires a keen and diligent eye for analysis, problem solving and successfully delivery within a DevOps model. Your focus will be on developing, enhancing, and supporting systems across all asset classes (equity, fixed income, FX and derivatives). You will work predominantly with our in-house developed investment systems which cover order intent capture, target capture, order creation and submission, trading (to a limited degree) and live PnL tracking. You will work closely with the sustaining engineering team to ensure our systems adhere to a high level of quality, as well as engage with other teams and will require excellent communication skills. You will help identify areas of improvement and be a driver of change for areas of improvement, including pioneering high quality system architecture and offering solutions that will improve the user experience for our global investment team, while learning and adhering to existing architecture and development best practices, such as Infrastructure as Code (IaC), automated deployment, security, resiliency and branching/PR/merging. This is a multi-faceted role, and the successful candidate will be dynamic and capable of prioritizing and shifting focus while remaining calm under pressure. RESPONSIBILITIES Enhance existing applications to meet the need of our global investment team Build new applications where appropriate, utilizing existing frameworks and building with a strategic mindset Establish and maintain a rapport with Investment Implementation team and Portfolio Managers Adopt new technologies as needed, including self-training Work with the QA team to devise or improve test plans Provide guidance and code reviews for offshore teams Advocate technology best practices QUALIFICATIONS Bachelor's degree in Computer Science, Business, Economics, Finance or related subject 3+ years experience working with object-oriented software engineering Excellent written and verbal skills Attention to detail, problem-solver At least a basic grasp of financial instruments Capacity to work under pressure Comfortable working across time zones Pragmatic but innovative Not essential but advantageous: Experience with Tomcat, JavaFX, Swing, Hibernate, Spring, Jenkins, Git, React.js, TypeScript, Node.js, Python (including Jupyter notebooks), Oracle, OpenFin, GraphQL, Postman, or Wireshark Experience working with web technologies (HTML, JavaScript and CSS) Experience with AWS including EC2, CloudFormation, Route 53, ECS, API Gateway, and Lambdas CFA Foundations, IMC or similar qualification SKILLS JOB TITLE Senior Software Engineer - Solutions LOCATION London 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 .
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The Portfolio Construction Technology team is responsible for enhancing, maintaining and supporting the application suite for the Investment Implementation team. We are seeking an experienced software engineer to join the Portfolio Construction Technology team. You will have a solid background in application development, sustaining engineering, release management and infrastructure/environment support, ideally within cloud-based architectures. You will be part of a dynamic team that requires a keen and diligent eye for analysis, problem solving and successfully delivery within a DevOps model. You will work predominantly with our in-house developed investment systems which cover order intent capture, target capture, order creation and submission, trading (to a limited degree) and live PnL tracking, and the various tools that support these applications and their users. RESPONSIBILITIES Specific responsibilities include: Work with a DevOps mindset and develop acumen for sharp troubleshooting techniques Incident management skills Hands on experience on monitoring tools for Application, Service, Infrastructure and Data Quality Monitoring Responsible for sustained engineering efforts including maintaining code quality, unit testing, continuous integration, release management, performance tuning and execution. Directly contributing to agile builds and deployments to production, and provide strong team anchoring role in production stability, and work with other developers to follow best practices Challenge and contribute to designs with respect to application stability (resiliency, recoverability) topics Demonstrated ability to successfully work with Cloud architectures Being an adaptable, self-motivated learner with a willingness to take ownership of various projects to support in fast-paced environment. QUALIFICATIONS Bachelor's degree in Computer Science, Engineering or related subject 5+ years experience working with Java 8+ Systems administration experience (Linux and Windows) Strong grasp of object-oriented software engineering principles Excellent analytical and problem-solving skills Attention to detail Capacity to work under pressure Comfortable working across time zones Willingness and ability to work both collaboratively and independently based on the task Not essential but advantageous: Experience with Spring, JavaFX, Tomcat, JavaFX, Swing, Hibernate, Jenkins, Git, Python (including Jupyter notebooks), React.js, TypeScript, Node.js, Oracle, OpenFin, GraphQL, Postman, and Wireshark Experience with web technologies (HTML, JavaScript and CSS) Experience with AWS including EC2, CloudFormation, Route 53, S3, ECS, API Gateway, and Lambdas Grasp of equity, fixed income, FX and derivative financial instruments SKILLS JOB TITLE Senior Software Engineer - Portfolio Construction Technology LOCATION London 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 .
Dec 05, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The Portfolio Construction Technology team is responsible for enhancing, maintaining and supporting the application suite for the Investment Implementation team. We are seeking an experienced software engineer to join the Portfolio Construction Technology team. You will have a solid background in application development, sustaining engineering, release management and infrastructure/environment support, ideally within cloud-based architectures. You will be part of a dynamic team that requires a keen and diligent eye for analysis, problem solving and successfully delivery within a DevOps model. You will work predominantly with our in-house developed investment systems which cover order intent capture, target capture, order creation and submission, trading (to a limited degree) and live PnL tracking, and the various tools that support these applications and their users. RESPONSIBILITIES Specific responsibilities include: Work with a DevOps mindset and develop acumen for sharp troubleshooting techniques Incident management skills Hands on experience on monitoring tools for Application, Service, Infrastructure and Data Quality Monitoring Responsible for sustained engineering efforts including maintaining code quality, unit testing, continuous integration, release management, performance tuning and execution. Directly contributing to agile builds and deployments to production, and provide strong team anchoring role in production stability, and work with other developers to follow best practices Challenge and contribute to designs with respect to application stability (resiliency, recoverability) topics Demonstrated ability to successfully work with Cloud architectures Being an adaptable, self-motivated learner with a willingness to take ownership of various projects to support in fast-paced environment. QUALIFICATIONS Bachelor's degree in Computer Science, Engineering or related subject 5+ years experience working with Java 8+ Systems administration experience (Linux and Windows) Strong grasp of object-oriented software engineering principles Excellent analytical and problem-solving skills Attention to detail Capacity to work under pressure Comfortable working across time zones Willingness and ability to work both collaboratively and independently based on the task Not essential but advantageous: Experience with Spring, JavaFX, Tomcat, JavaFX, Swing, Hibernate, Jenkins, Git, Python (including Jupyter notebooks), React.js, TypeScript, Node.js, Oracle, OpenFin, GraphQL, Postman, and Wireshark Experience with web technologies (HTML, JavaScript and CSS) Experience with AWS including EC2, CloudFormation, Route 53, S3, ECS, API Gateway, and Lambdas Grasp of equity, fixed income, FX and derivative financial instruments SKILLS JOB TITLE Senior Software Engineer - Portfolio Construction Technology LOCATION London 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 .
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The Position and Expectations As part of the continued growth of our business, we are currently recruiting for a Relationship Analyst to join our Business Development & Relationship Management Group (the Client Group). This individual will be an integral member of the institutional team supporting the business activities with a broad range of prospects and clients across the institutional UK, Insurance and Consultant Relations markets and will be based in London. Relationship Analysts (RAs) provide centralised coordination of various functions to service clients across various entity types. They support the Business Development and Relationship Management objectives in their teams working with our existing client and/or consultant relationships and prospects. The core role of the RA is to ensure that client and/or consultant needs are met in a timely and accurate manner and to support our business development efforts. Success in this role requires the RA to have the ability to be proactive in supporting our business development activities, looking to assess and support our prospect and cross sell opportunities. In addition, RAs also support our existing client relationships. This requires the RA to maintain and update client CRM data, analyse opportunities for our clients and prospective clients, and oversee and coordinate the completion of information requests. RAs will work with internal stakeholders to ensure we meet our clients expectations and to ensure deadlines are met. Attention to detail is critical - the ability not only to pull data from the various applications available, but also to analyse the data and understand whether that data makes sense. RAs need to have the ability to work independently, in a fast-paced and team-oriented environment, where priorities change frequently and deadlines often need to be met under significant time pressure. Finally, RAs should have a solid knowledge of investments, such that they are able to fully understand, and respond to, client enquiries and requests. Responsibilities Commanding a thorough knowledge of our business, coupled with the interpersonal skills to deal effectively with institutional clients and consultants, the RA will work closely with all members of the team, as well as many other functional areas of the firm, on a portfolio of assigned accounts. He/she will conduct analysis of client portfolios, initiate investigations, respond to inquiries on a wide variety of topics, and perform other tasks as appropriate. The RA will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests. Principal responsibilities will include: Coordination/Preparation of standard and/or customised client and prospect presentation materials, briefing books and collateral materials as well as meeting notes required for external meetings; Participating in in-house client, consultant and prospect meetings and conference calls as appropriate; Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulation considerations and fees; Acting as a point of contact for various groups within client organisations; Coordinating key client communications; Supporting the local Relationship and Business Development Managers in the organisation of client roadshows and client review meetings; Capturing and maintaining client data in relevant internal systems; Qualifying and coordinating Requests for Information/Due Diligence Questionnaires (RFIs) and Requests for Proposals (RFPs), and working with internal teams to ensure that each one receives the proper response; Developing an understanding of the depth and breadth of Wellington Management's investment approaches. Qualifications The successful candidate is likely to meet the following: Be working within (or close to) the Asset Management Industry, with 1-4 years of working experience in this field. Experience of working with institutional and/or insurance clients and consultants would be advantageous; Demonstrate genuine understanding and curiosity towards capital markets and/or investment products; Have a strong academic background Demonstrate excellent verbal and written English language skills. Have excellent attention to detail Be self-motivated, creative and enthusiastic; Be a natural collaborator who can work well in a small team. Please note that we are only able to respond to successful applicants. SKILLS JOB TITLE Relationship Analyst LOCATION London 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 .
Dec 04, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The Position and Expectations As part of the continued growth of our business, we are currently recruiting for a Relationship Analyst to join our Business Development & Relationship Management Group (the Client Group). This individual will be an integral member of the institutional team supporting the business activities with a broad range of prospects and clients across the institutional UK, Insurance and Consultant Relations markets and will be based in London. Relationship Analysts (RAs) provide centralised coordination of various functions to service clients across various entity types. They support the Business Development and Relationship Management objectives in their teams working with our existing client and/or consultant relationships and prospects. The core role of the RA is to ensure that client and/or consultant needs are met in a timely and accurate manner and to support our business development efforts. Success in this role requires the RA to have the ability to be proactive in supporting our business development activities, looking to assess and support our prospect and cross sell opportunities. In addition, RAs also support our existing client relationships. This requires the RA to maintain and update client CRM data, analyse opportunities for our clients and prospective clients, and oversee and coordinate the completion of information requests. RAs will work with internal stakeholders to ensure we meet our clients expectations and to ensure deadlines are met. Attention to detail is critical - the ability not only to pull data from the various applications available, but also to analyse the data and understand whether that data makes sense. RAs need to have the ability to work independently, in a fast-paced and team-oriented environment, where priorities change frequently and deadlines often need to be met under significant time pressure. Finally, RAs should have a solid knowledge of investments, such that they are able to fully understand, and respond to, client enquiries and requests. Responsibilities Commanding a thorough knowledge of our business, coupled with the interpersonal skills to deal effectively with institutional clients and consultants, the RA will work closely with all members of the team, as well as many other functional areas of the firm, on a portfolio of assigned accounts. He/she will conduct analysis of client portfolios, initiate investigations, respond to inquiries on a wide variety of topics, and perform other tasks as appropriate. The RA will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests. Principal responsibilities will include: Coordination/Preparation of standard and/or customised client and prospect presentation materials, briefing books and collateral materials as well as meeting notes required for external meetings; Participating in in-house client, consultant and prospect meetings and conference calls as appropriate; Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulation considerations and fees; Acting as a point of contact for various groups within client organisations; Coordinating key client communications; Supporting the local Relationship and Business Development Managers in the organisation of client roadshows and client review meetings; Capturing and maintaining client data in relevant internal systems; Qualifying and coordinating Requests for Information/Due Diligence Questionnaires (RFIs) and Requests for Proposals (RFPs), and working with internal teams to ensure that each one receives the proper response; Developing an understanding of the depth and breadth of Wellington Management's investment approaches. Qualifications The successful candidate is likely to meet the following: Be working within (or close to) the Asset Management Industry, with 1-4 years of working experience in this field. Experience of working with institutional and/or insurance clients and consultants would be advantageous; Demonstrate genuine understanding and curiosity towards capital markets and/or investment products; Have a strong academic background Demonstrate excellent verbal and written English language skills. Have excellent attention to detail Be self-motivated, creative and enthusiastic; Be a natural collaborator who can work well in a small team. Please note that we are only able to respond to successful applicants. SKILLS JOB TITLE Relationship Analyst LOCATION London 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 .
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. THE POSITION The Placement Intern Programme offers an excellent entry point into the Investment Management industry, with a firm that has learning and development at the heart of its cultural values. We are seeking penultimate year students interested in an industrial placement to join our 2022 programme, which will run from June 2022 until July 2023. The successful candidates will be located in our London Office (please visit our careers page for more details on our approach to hybrid working), and will take up a year-long placement within one of the following divisions; Investment Platform - Office of the COO The global investment platform is comprised of over 475 investment professionals across five investment functions (Investment Boutiques, Investment Research, Investment Science, Investment Strategy, and Alternatives) in six global locations. This role will sit within the Business Management team of Wellington's Office of the Chief Operating Officer, which supports all business initiatives related to the Investment Platform. The COO group builds shared centres of excellence across corporate access, research services, early career investor development, knowledge management, strategic initiatives, and business management for all investors. It also drives integration and ensures Wellington's investment platform is flexible and adaptable to changing client needs and evolving markets. Investment Platform - Investment Boutiques The Investment Boutiques group is comprised of Portfolio Managers from Fixed Income, Equities and Multi-Asset across all regions. These investment professionals strive to deliver exceptional investment returns for our clients. The teams collaborate with each other and with other investors across the firm to identify opportunities and risks. The role will sit within the Global Fixed Income team, supporting on European sovereign and macroeconomic research. Investment Platform - Environmental, Social & Governance (ESG) The ESG team resides within the Investment Research function and brings in-depth ESG expertise to the investment dialogue. The team is tasked with facilitating the integration of ESG factors into investors' decision-making processes in order to achieve our clients' objectives across asset classes and geographies. They do this by producing ESG research and ratings, conducting ESG portfolio reviews with investment teams, researching and executing the firm's proxy votes, and, in coordination with other investors, engaging with companies on ESG issues for the benefit of our clients. ESG Analysts specialize by sector, which helps investors to consider common material ESG risks and opportunities across the sector, as well as the relative performance of potential investments against a relevant peer set. Sales The Sales team is part of the Client Group, which is focused on business development and relationship management with clients, consultants, and prospects globally. The group works closely with Marketing, Product and Client Servicing functions which aim to provide market leading service capabilities to a wide variety of client types. These clients are served by specialist individual teams that are designed to be able to tailor to the specific needs of each sector and geographical region. Trade Coordination The Trade Coordination team works closely with our Trading team and is primarily focused on confirmation and allocation of all trades, as well as being on-hand to preemptively address any potential trade issues. They support Traders in compiling and disseminating intraday market updates to investors, and contributing to longer term projects. The team also works closely with other departments within the firm to ensure timely, accurate and thorough support for our clients. Global Marketing Global Marketing is responsible for communicating the firm's investment capabilities, culture, and brand through our people and our content, with the objective of retaining clients and growing our business. Investment Services & Technology (InvesTech) Group The InvesTech group brings technology and operations together to deliver better, more efficient outcomes for our clients and business partners. InvesTech is comprised of Investment Implementation, Infrastructure Design, Operations, and Technology. Investment Products & Fund Strategies (IPFS) The IPFS group is a product centre of excellence with a focus across the lifecycle of our products. This includes product innovation, portfolio representation, portfolio integrity, and product delivery, increasingly through funds. The team is responsible for defining the product and vehicle strategy across asset class and geography, and works in partnership with colleagues on client and investment platforms to implement that strategy. Operational Risk The Operational Risk department is responsible for the oversight of all non-investment risk associated with the running of the firm's day-to-day business. The team works closely with all functions to assess risks that are inherent to their business as well as the controls in place to mitigate those risks. Operational Risk reports to the firm's Risk Management Committee and supports senior management in their governance role for the oversight of risk. Corporate Sustainability An internship within the global Corporate Sustainability team will provide a holistic view of the firm through the lens of Wellington's corporate sustainability strategy. It will provide the opportunity to work with Wellington employees across the firm to promote and implement our corporate sustainability strategy internally. It will also provide insight into the importance of aligning our corporate sustainability approach with Wellington's sustainable investment approach and client demand in this area. Client Service Management Client Service Management contributes to Wellington Management's mission by delivering first class client service across the full breadth of business channels and markets covered in the EMEA region. This role will work closely with the Client Service Managers and Client Analysts, and be accountable for coordinating client related activities within our Client Group. The role will also work with other functions such as Sales and Operations to ensure that we successfully deliver on the agreed upon operating and reporting requirements of each of our client relationships. Qualifications The successful candidates are likely to: Be studying towards a Bachelor's degree (or equivalent) and be eligible for a year long industrial placement in your penultimate year of study - beginning June 2022. Be proactive and have the humility and willingness to learn from and collaborate with their colleagues. Possess outstanding interpersonal and organisational skills, be resourceful, detail-oriented, and have a strong work ethic. Able to work independently, in a fast-paced and team-oriented environment, where priorities change frequently. Have strong systems skills, in particular familiarity and versatility in Microsoft Office (Outlook, Excel, Word, PowerPoint). Language skills would be advantageous but are not required. Application process Please submit your CV and a cover letter in one document. Your cover letter must address why you are interested in the Investment Management industry, and in particular what interests you about the Placement Internship programme at Wellington Management. Please note that we are only able to respond to successful applicants. Wellington Management Company, LLP is committed to providing equal employment opportunities for all qualified persons without regard to race, ethnicity, sex, sexual orientation, age, religion, nationality, ancestry or disability 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..... click apply for full job details
Dec 04, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. THE POSITION The Placement Intern Programme offers an excellent entry point into the Investment Management industry, with a firm that has learning and development at the heart of its cultural values. We are seeking penultimate year students interested in an industrial placement to join our 2022 programme, which will run from June 2022 until July 2023. The successful candidates will be located in our London Office (please visit our careers page for more details on our approach to hybrid working), and will take up a year-long placement within one of the following divisions; Investment Platform - Office of the COO The global investment platform is comprised of over 475 investment professionals across five investment functions (Investment Boutiques, Investment Research, Investment Science, Investment Strategy, and Alternatives) in six global locations. This role will sit within the Business Management team of Wellington's Office of the Chief Operating Officer, which supports all business initiatives related to the Investment Platform. The COO group builds shared centres of excellence across corporate access, research services, early career investor development, knowledge management, strategic initiatives, and business management for all investors. It also drives integration and ensures Wellington's investment platform is flexible and adaptable to changing client needs and evolving markets. Investment Platform - Investment Boutiques The Investment Boutiques group is comprised of Portfolio Managers from Fixed Income, Equities and Multi-Asset across all regions. These investment professionals strive to deliver exceptional investment returns for our clients. The teams collaborate with each other and with other investors across the firm to identify opportunities and risks. The role will sit within the Global Fixed Income team, supporting on European sovereign and macroeconomic research. Investment Platform - Environmental, Social & Governance (ESG) The ESG team resides within the Investment Research function and brings in-depth ESG expertise to the investment dialogue. The team is tasked with facilitating the integration of ESG factors into investors' decision-making processes in order to achieve our clients' objectives across asset classes and geographies. They do this by producing ESG research and ratings, conducting ESG portfolio reviews with investment teams, researching and executing the firm's proxy votes, and, in coordination with other investors, engaging with companies on ESG issues for the benefit of our clients. ESG Analysts specialize by sector, which helps investors to consider common material ESG risks and opportunities across the sector, as well as the relative performance of potential investments against a relevant peer set. Sales The Sales team is part of the Client Group, which is focused on business development and relationship management with clients, consultants, and prospects globally. The group works closely with Marketing, Product and Client Servicing functions which aim to provide market leading service capabilities to a wide variety of client types. These clients are served by specialist individual teams that are designed to be able to tailor to the specific needs of each sector and geographical region. Trade Coordination The Trade Coordination team works closely with our Trading team and is primarily focused on confirmation and allocation of all trades, as well as being on-hand to preemptively address any potential trade issues. They support Traders in compiling and disseminating intraday market updates to investors, and contributing to longer term projects. The team also works closely with other departments within the firm to ensure timely, accurate and thorough support for our clients. Global Marketing Global Marketing is responsible for communicating the firm's investment capabilities, culture, and brand through our people and our content, with the objective of retaining clients and growing our business. Investment Services & Technology (InvesTech) Group The InvesTech group brings technology and operations together to deliver better, more efficient outcomes for our clients and business partners. InvesTech is comprised of Investment Implementation, Infrastructure Design, Operations, and Technology. Investment Products & Fund Strategies (IPFS) The IPFS group is a product centre of excellence with a focus across the lifecycle of our products. This includes product innovation, portfolio representation, portfolio integrity, and product delivery, increasingly through funds. The team is responsible for defining the product and vehicle strategy across asset class and geography, and works in partnership with colleagues on client and investment platforms to implement that strategy. Operational Risk The Operational Risk department is responsible for the oversight of all non-investment risk associated with the running of the firm's day-to-day business. The team works closely with all functions to assess risks that are inherent to their business as well as the controls in place to mitigate those risks. Operational Risk reports to the firm's Risk Management Committee and supports senior management in their governance role for the oversight of risk. Corporate Sustainability An internship within the global Corporate Sustainability team will provide a holistic view of the firm through the lens of Wellington's corporate sustainability strategy. It will provide the opportunity to work with Wellington employees across the firm to promote and implement our corporate sustainability strategy internally. It will also provide insight into the importance of aligning our corporate sustainability approach with Wellington's sustainable investment approach and client demand in this area. Client Service Management Client Service Management contributes to Wellington Management's mission by delivering first class client service across the full breadth of business channels and markets covered in the EMEA region. This role will work closely with the Client Service Managers and Client Analysts, and be accountable for coordinating client related activities within our Client Group. The role will also work with other functions such as Sales and Operations to ensure that we successfully deliver on the agreed upon operating and reporting requirements of each of our client relationships. Qualifications The successful candidates are likely to: Be studying towards a Bachelor's degree (or equivalent) and be eligible for a year long industrial placement in your penultimate year of study - beginning June 2022. Be proactive and have the humility and willingness to learn from and collaborate with their colleagues. Possess outstanding interpersonal and organisational skills, be resourceful, detail-oriented, and have a strong work ethic. Able to work independently, in a fast-paced and team-oriented environment, where priorities change frequently. Have strong systems skills, in particular familiarity and versatility in Microsoft Office (Outlook, Excel, Word, PowerPoint). Language skills would be advantageous but are not required. Application process Please submit your CV and a cover letter in one document. Your cover letter must address why you are interested in the Investment Management industry, and in particular what interests you about the Placement Internship programme at Wellington Management. Please note that we are only able to respond to successful applicants. Wellington Management Company, LLP is committed to providing equal employment opportunities for all qualified persons without regard to race, ethnicity, sex, sexual orientation, age, religion, nationality, ancestry or disability 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..... click apply for full job details
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The company 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, we serve as a trusted adviser to institutional clients and financial intermediaries in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of 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 culture of inclusivity 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 We are looking to hire a Fixed Income Portfolio Analyst. Based in London, the ideal candidate will work with the Global Bond Team to implement their investment activities in client portfolios. Responsibilities Primary responsibilities: •Interacting closely with Portfolio Managers and Traders to ensure the timely and accurate execution of investment strategies across client portfolios • Rebalancing portfolios in response to events such as cash flows, benchmark changes, market price movements and changes in client guidelines • Monitoring portfolio positions and verifying that transactions are consistent with client guidelines • Interacting with many areas of the firm to improve processes and minimize operational risks • Monitoring performance, risk exposures and key market sensitivities of positions in portfolios Qualifications The successful candidate is likely to: Demonstrate a strong understanding of, and interest in, fixed income capital markets and investing Have advanced analytical skills, a quantitative orientation, and a detail-oriented mindset Be able to work well under pressure and prioritise tasks Have strong interpersonal skills, in order to interact effectively with investment and other business professionals around the firm Be able to think creatively and initiate projects that lead to improved implementation of strategies and trades Have relevant professional experience, gained in a similar Portfolio Analyst, Assistant Portfolio Manager or Trader Support role. Previous asset management industry experience is preferred, although candidates from other backgrounds will also be considered Have a strong academic background. An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favourably Proficient programming skills, particularly in Python, would be view favourably SKILLS JOB TITLE Global Bond Portfolio Analyst LOCATION London 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 .
Dec 03, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The company 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, we serve as a trusted adviser to institutional clients and financial intermediaries in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of 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 culture of inclusivity 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 We are looking to hire a Fixed Income Portfolio Analyst. Based in London, the ideal candidate will work with the Global Bond Team to implement their investment activities in client portfolios. Responsibilities Primary responsibilities: •Interacting closely with Portfolio Managers and Traders to ensure the timely and accurate execution of investment strategies across client portfolios • Rebalancing portfolios in response to events such as cash flows, benchmark changes, market price movements and changes in client guidelines • Monitoring portfolio positions and verifying that transactions are consistent with client guidelines • Interacting with many areas of the firm to improve processes and minimize operational risks • Monitoring performance, risk exposures and key market sensitivities of positions in portfolios Qualifications The successful candidate is likely to: Demonstrate a strong understanding of, and interest in, fixed income capital markets and investing Have advanced analytical skills, a quantitative orientation, and a detail-oriented mindset Be able to work well under pressure and prioritise tasks Have strong interpersonal skills, in order to interact effectively with investment and other business professionals around the firm Be able to think creatively and initiate projects that lead to improved implementation of strategies and trades Have relevant professional experience, gained in a similar Portfolio Analyst, Assistant Portfolio Manager or Trader Support role. Previous asset management industry experience is preferred, although candidates from other backgrounds will also be considered Have a strong academic background. An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favourably Proficient programming skills, particularly in Python, would be view favourably SKILLS JOB TITLE Global Bond Portfolio Analyst LOCATION London 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 .
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION THE COMPANY Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With over US$1.3 trillion in assets under management, 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 specialised subject-matter expertise. THE POSITION As part of the continued expansion of our global investment platform, we are currently seeking to recruit a Credit Analyst to join our Investment Grade Credit Research team. Based in London, this individual will be responsible for covering several industries in the European and/or global investment grade market, including Property/REITs, and for providing fundamental credit research on the bond and loan issuers within them. As an active member of the Investment Grade team, he/she will be fully integrated into the investment process, and will be expected to provide investment recommendations that add value to client portfolios, as well as to help shape portfolio management decisions. In addition, Investment Grade Credit Analysts regularly interact and collaborate with other investment professionals at the firm, including other Credit Analysts, Equity Analysts, ESG Analysts, Portfolio Managers, Traders, and Macro Strategists. The following essential skills and characteristics are required for the role: Investment acumen and passion - we are seeking a Credit Analyst who is passionate about markets, research, and investing in fixed income. The ideal candidate will possess strong analytical skills, attention to detail, and a quantitative orientation. Additionally, the ability to make investment decisions that are supported by rigorous analysis, often with incomplete information, and communicated with strong conviction is required. Superior collaboration and influencing skills - the successful candidate will enjoy contributing to a highly collaborative investment environment, and will embrace the benefits of overlapping lines of idea generation. He/she will build strong, trusting relationships internally with colleagues, and externally with company management teams. The ability to provide a point of view and challenge the status quo is critical, as is the humility to admit mistakes and a desire to learn from others. He/she must recognise the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented investment recommendations clearly and with conviction, and contribute to an open investment dialogue is important. Intellectual curiosity, capacity for differentiated thinking, and a growth mindset - the flexibility and openness to continue learning, evolving and growing as a Credit Analyst and investor. He/she will have a global perspective and creative approach for thinking about innovation, and the evolution of investing. QUALIFICATIONS Additional qualifications and individual characteristics are likely to include: 5+ years of professional experience in a related role (e.g. Buy or Sell side credit research, ratings advisory, or corporate credit risk analysis). Some experience of Special Situations, Property / REITs, and/or Structured Credit analysis and documentation experience is required; Strong academic credentials. CFA preferred; Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset; High level of initiative, and experience developing and implementing value-added investment recommendations; Comfort dealing with uncertainty, and a proven ability to take risk; Ability to set priorities and execute a research agenda; Independence of thought, an entrepreneurial nature, and a global perspective. Please note that we are only able to respond to successful applicants. SKILLS JOB TITLE Investment Grade Credit Analyst, Property / REITs LOCATION London 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 .
Dec 03, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION THE COMPANY Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With over US$1.3 trillion in assets under management, 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 specialised subject-matter expertise. THE POSITION As part of the continued expansion of our global investment platform, we are currently seeking to recruit a Credit Analyst to join our Investment Grade Credit Research team. Based in London, this individual will be responsible for covering several industries in the European and/or global investment grade market, including Property/REITs, and for providing fundamental credit research on the bond and loan issuers within them. As an active member of the Investment Grade team, he/she will be fully integrated into the investment process, and will be expected to provide investment recommendations that add value to client portfolios, as well as to help shape portfolio management decisions. In addition, Investment Grade Credit Analysts regularly interact and collaborate with other investment professionals at the firm, including other Credit Analysts, Equity Analysts, ESG Analysts, Portfolio Managers, Traders, and Macro Strategists. The following essential skills and characteristics are required for the role: Investment acumen and passion - we are seeking a Credit Analyst who is passionate about markets, research, and investing in fixed income. The ideal candidate will possess strong analytical skills, attention to detail, and a quantitative orientation. Additionally, the ability to make investment decisions that are supported by rigorous analysis, often with incomplete information, and communicated with strong conviction is required. Superior collaboration and influencing skills - the successful candidate will enjoy contributing to a highly collaborative investment environment, and will embrace the benefits of overlapping lines of idea generation. He/she will build strong, trusting relationships internally with colleagues, and externally with company management teams. The ability to provide a point of view and challenge the status quo is critical, as is the humility to admit mistakes and a desire to learn from others. He/she must recognise the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented investment recommendations clearly and with conviction, and contribute to an open investment dialogue is important. Intellectual curiosity, capacity for differentiated thinking, and a growth mindset - the flexibility and openness to continue learning, evolving and growing as a Credit Analyst and investor. He/she will have a global perspective and creative approach for thinking about innovation, and the evolution of investing. QUALIFICATIONS Additional qualifications and individual characteristics are likely to include: 5+ years of professional experience in a related role (e.g. Buy or Sell side credit research, ratings advisory, or corporate credit risk analysis). Some experience of Special Situations, Property / REITs, and/or Structured Credit analysis and documentation experience is required; Strong academic credentials. CFA preferred; Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset; High level of initiative, and experience developing and implementing value-added investment recommendations; Comfort dealing with uncertainty, and a proven ability to take risk; Ability to set priorities and execute a research agenda; Independence of thought, an entrepreneurial nature, and a global perspective. Please note that we are only able to respond to successful applicants. SKILLS JOB TITLE Investment Grade Credit Analyst, Property / REITs LOCATION London 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 .
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With around US$1.3 trillion in assets under management, 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 nearly all segments of 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 culture of inclusivity, 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. The Position We are seeking a Trade Operations Analyst (TOA) to join our Global Trading team. The position will be based in London and the individual will work closely with our Trading team as well as several other teams across the firm. The primary focus of this position will be to ensure the timely and accurate communication and settlement of trades. Responsibilities Specific responsibilities include, but are not limited to: Act as the first point of escalation for trade related inquiries from non-US Wellington offices; Ensure the accuracy of executions, allocations and instructions for a range of transactions across asset classes; Obtain, compile and disseminate pertinent market information; Research and resolve trade discrepancies by interacting with brokers, banks, custodians and internal teams; Work closely with other Wellington departments to ensure timely and accurate support of client needs; Stay current with news, trends and changes that may impact our trading processes; Manage strategic projects and initiatives as well as prioritising information technology needs and requirements; Mitigate risk and maintain strong global cohesiveness through adherence to proper operational controls; Enhance and implement procedures and best practices Research and evaluate operational requirements of new market/asset types being considered for investment or changes to existing markets; Participate in firm and industry working groups; Prepare reports for management and internal committees Qualifications The successful candidate for this position is likely to: Have a familiarity with trading processes/protocols, ideally within investment management; Demonstrate an understanding and interest in fixed income or equity markets; Be able to work well under pressure, take direction from multiple sources and prioritise tasks; Demonstrate strong interpersonal skills, in order to interact effectively with various internal teams, banks, brokers and colleagues globally; Be analytical and be detail oriented; Have an undergraduate degree and relevant professional qualification e.g. IMC or CFA; Knowledge of applications such as TradeSec, ALERT, Connect/CTM, Omgeo TradeSuite and SWIFT is considered a positive SKILLS JOB TITLE Trade Operations Analyst LOCATION London 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 .
Dec 01, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With around US$1.3 trillion in assets under management, 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 nearly all segments of 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 culture of inclusivity, 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. The Position We are seeking a Trade Operations Analyst (TOA) to join our Global Trading team. The position will be based in London and the individual will work closely with our Trading team as well as several other teams across the firm. The primary focus of this position will be to ensure the timely and accurate communication and settlement of trades. Responsibilities Specific responsibilities include, but are not limited to: Act as the first point of escalation for trade related inquiries from non-US Wellington offices; Ensure the accuracy of executions, allocations and instructions for a range of transactions across asset classes; Obtain, compile and disseminate pertinent market information; Research and resolve trade discrepancies by interacting with brokers, banks, custodians and internal teams; Work closely with other Wellington departments to ensure timely and accurate support of client needs; Stay current with news, trends and changes that may impact our trading processes; Manage strategic projects and initiatives as well as prioritising information technology needs and requirements; Mitigate risk and maintain strong global cohesiveness through adherence to proper operational controls; Enhance and implement procedures and best practices Research and evaluate operational requirements of new market/asset types being considered for investment or changes to existing markets; Participate in firm and industry working groups; Prepare reports for management and internal committees Qualifications The successful candidate for this position is likely to: Have a familiarity with trading processes/protocols, ideally within investment management; Demonstrate an understanding and interest in fixed income or equity markets; Be able to work well under pressure, take direction from multiple sources and prioritise tasks; Demonstrate strong interpersonal skills, in order to interact effectively with various internal teams, banks, brokers and colleagues globally; Be analytical and be detail oriented; Have an undergraduate degree and relevant professional qualification e.g. IMC or CFA; Knowledge of applications such as TradeSec, ALERT, Connect/CTM, Omgeo TradeSuite and SWIFT is considered a positive SKILLS JOB TITLE Trade Operations Analyst LOCATION London 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 .
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION At Wellington Management our appetite for technology is insatiable. We recognize that the world is full of fascinating questions that will impact the future of companies, economies, financial markets, and entire industries. We want you to help us find answers to these questions by building and evolving our innovative, industry leading, technology platform. We are seeking qualified candidates to join our evolving and expanding technology team. Together, you will not only dream up solutions to today's investment challenges, but you will build them to see real-life results. Technology needs are advancing, and this level of complexity requires a highly sophisticated well-managed technology platform that is built by people like you. This is your chance to build something incredible. We are focused solely on creating the best-in-breed tools used by our investors to conduct research and build portfolios. We build a seamless and cohesive platform across all asset classes. We want you to think big, to solve challenges, and positively impact our clients. JOB OVERVIEW Wellington's Trading Systems Support team are seeking a Senior Systems Analyst to join the team that provides support to all of Wellington's Trading Desks: Fixed Income, Currency, and Equity. This individual will work closely with Traders, electronic trading, matching vendors, sell-side integration teams, trading operations as well as other teams across the organization both regionally and globally ensuring efficient daily operations and controls. Qualified applicants must possess a strong knowledge of technology, trading, and financial services. Candidates must also possess excellent communication skills, be self-motivated, willing to work in an energetic, fun, fast pasted and team-oriented group. The ability to manage multiple priorities is required. This position requires weekend on-call rotation and special project shift coverage. RESPONSIBILITIES Direct support of Traders including troubleshooting issues impacting the desk or the ability to trade This must be accomplished by working with more senior members of the Trading Support team to develop acceptable solutions in an appropriate time frame prioritizing for risk Champion the needs of the business partners; act as their fiduciary Partner closely with the Development and Business Analysis teams to identify and solve bugs and to provide system enhancements Work actively with the delivery team to ensure on time, scalable and high quality business solutions Develop a deep expertise of Wellington's proprietary Global Trading System (GTS) and related datasets and stay abreast of changes while providing training to the traders and/or assisting them with their workflows Provide timely and accurate status reporting communications of issues within IT and Global Trading Strict adherence to SOC1 requirements, Incident Management processes and documentation Incident/problem management, including follow through using the ITIL framework This includes managing production incidents to ensure appropriate escalation, assist in determining root cause Provide Level 1 (and some level 2) support of proprietary and 3rd party applications running on Wellington trading desks Partner with internal IT Controls team and external auditors for time sensitive audit requirements QUALIFICATIONS 3 to 5 years of frontline technical support experience in Financial Services, supporting Equity, Fixed Income and Currency Trading Knowledge of execution platforms such as Bloomberg, TradeWeb, MarketAxess. Liquidnet, and FlexTrade Understanding of financial instruments such as equities, bonds, swaps, options, futures, forwards, and FX Deep hands-on experience in SQL or other relational data languages is required Experience with JIRA, Wiki, ServiceNow, and AWS Experience with FIX, EMS, ECNs, or other electronic trading platforms Ability to successfully interact with Traders in a fast paced, high-pressure environment Excellent written, verbal communication and presentation skills Willingness and ability to work independently and as part of a global team, in a fast-paced, business-critical environment Proactive analytical and problem-solving skills in investment management systems and data technologies High attention to detail and strong commitment to delivering quality, professional work is essential for this position Bachelor's degree in Computer Science, Business, Economics, Finance, or a related subject Not sure you meet 100% of our qualifications? Research shows that men apply for jobs when they meet an average of 60% of the criteria. Yet, women and other people who are systematically marginalized tend to only apply if they meet every requirement. If you believe that you could excel in this role, we encourage you to apply. We are dedicated to considering a broad array of candidates, including those with diverse workplace experiences and backgrounds. SKILLS JOB TITLE Senior Systems Analyst (Trading) LOCATION London 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 .
Nov 30, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION At Wellington Management our appetite for technology is insatiable. We recognize that the world is full of fascinating questions that will impact the future of companies, economies, financial markets, and entire industries. We want you to help us find answers to these questions by building and evolving our innovative, industry leading, technology platform. We are seeking qualified candidates to join our evolving and expanding technology team. Together, you will not only dream up solutions to today's investment challenges, but you will build them to see real-life results. Technology needs are advancing, and this level of complexity requires a highly sophisticated well-managed technology platform that is built by people like you. This is your chance to build something incredible. We are focused solely on creating the best-in-breed tools used by our investors to conduct research and build portfolios. We build a seamless and cohesive platform across all asset classes. We want you to think big, to solve challenges, and positively impact our clients. JOB OVERVIEW Wellington's Trading Systems Support team are seeking a Senior Systems Analyst to join the team that provides support to all of Wellington's Trading Desks: Fixed Income, Currency, and Equity. This individual will work closely with Traders, electronic trading, matching vendors, sell-side integration teams, trading operations as well as other teams across the organization both regionally and globally ensuring efficient daily operations and controls. Qualified applicants must possess a strong knowledge of technology, trading, and financial services. Candidates must also possess excellent communication skills, be self-motivated, willing to work in an energetic, fun, fast pasted and team-oriented group. The ability to manage multiple priorities is required. This position requires weekend on-call rotation and special project shift coverage. RESPONSIBILITIES Direct support of Traders including troubleshooting issues impacting the desk or the ability to trade This must be accomplished by working with more senior members of the Trading Support team to develop acceptable solutions in an appropriate time frame prioritizing for risk Champion the needs of the business partners; act as their fiduciary Partner closely with the Development and Business Analysis teams to identify and solve bugs and to provide system enhancements Work actively with the delivery team to ensure on time, scalable and high quality business solutions Develop a deep expertise of Wellington's proprietary Global Trading System (GTS) and related datasets and stay abreast of changes while providing training to the traders and/or assisting them with their workflows Provide timely and accurate status reporting communications of issues within IT and Global Trading Strict adherence to SOC1 requirements, Incident Management processes and documentation Incident/problem management, including follow through using the ITIL framework This includes managing production incidents to ensure appropriate escalation, assist in determining root cause Provide Level 1 (and some level 2) support of proprietary and 3rd party applications running on Wellington trading desks Partner with internal IT Controls team and external auditors for time sensitive audit requirements QUALIFICATIONS 3 to 5 years of frontline technical support experience in Financial Services, supporting Equity, Fixed Income and Currency Trading Knowledge of execution platforms such as Bloomberg, TradeWeb, MarketAxess. Liquidnet, and FlexTrade Understanding of financial instruments such as equities, bonds, swaps, options, futures, forwards, and FX Deep hands-on experience in SQL or other relational data languages is required Experience with JIRA, Wiki, ServiceNow, and AWS Experience with FIX, EMS, ECNs, or other electronic trading platforms Ability to successfully interact with Traders in a fast paced, high-pressure environment Excellent written, verbal communication and presentation skills Willingness and ability to work independently and as part of a global team, in a fast-paced, business-critical environment Proactive analytical and problem-solving skills in investment management systems and data technologies High attention to detail and strong commitment to delivering quality, professional work is essential for this position Bachelor's degree in Computer Science, Business, Economics, Finance, or a related subject Not sure you meet 100% of our qualifications? Research shows that men apply for jobs when they meet an average of 60% of the criteria. Yet, women and other people who are systematically marginalized tend to only apply if they meet every requirement. If you believe that you could excel in this role, we encourage you to apply. We are dedicated to considering a broad array of candidates, including those with diverse workplace experiences and backgrounds. SKILLS JOB TITLE Senior Systems Analyst (Trading) LOCATION London 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 .
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The Investor Engagement team plays a critical role in Wellington's success by providing continuous support and solutions to the firm's globally located investors across Asset Allocation, Commodities, Equity, Fixed Income, Macro Analysis and Risk Management. We are seeking a hybrid analyst/developer with strong technology implementation and systems analysis skills to deliver and support tactical technical solutions that enable the investment process. The Systems Analyst will engage and work with Wellington's Investment teams to scope each mini project, gather requirements, do systems and data analysis, data source discovery, develop & deliver data [primarily Python-based] solutions, and provide training and support as needed. We collaborate with the Investment Science department and the rest of IT, to provide investors with best-of-breed but practical and quick solutions. Responsibilities Interact directly with investment professionals at all levels of the organization as a trusted advisor Answer functional and technical questions from business partners and colleagues Respond to requests from our business for adhoc analysis as well as other information delivery solutions Provide end user training and ensure appropriate support processes are in place for any system changes Proactively identify issues and opportunities for improved methods and approaches to support investment processes Qualifications 3+ years of Hands-on knowledge and expertise using SQL and relational database technology. Bachelor's degree or higher, ideally with a concentration in technology or finance OR 3+ years of experience in the financial services/investment management area. Basic knowledge and understanding in finance/investment of and experience with Financial instruments such as stocks, bonds, swaps, options, futures, forwards, derivatives and FX. Investment data concepts such as holdings, transactions, analytics, and performance attribution, etc. 2+ years Hands-on python development; have used common python packages such as Pandas, Numpy, Matplotlib; working knowledge of data science and data engineering disciplines. Proficiency in Excel and knowledge in VBA. Tableau experience a big plus. Familiar with one or more major market data platform, such as Bloomberg, FactSet, Eikon/Datastream, etc. is a plus. Strong quantitative skills, such as statistics and data analysis. Analytical and problem-solving skills in buy-side investment management systems and data technologies. Excellent verbal and written communications skills. Ability to work independently, be a self-starter, manage and own multiple projects/tasks from beginning to end. SKILLS JOB TITLE Senior Systems Analyst LOCATION London 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 .
Nov 30, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The Investor Engagement team plays a critical role in Wellington's success by providing continuous support and solutions to the firm's globally located investors across Asset Allocation, Commodities, Equity, Fixed Income, Macro Analysis and Risk Management. We are seeking a hybrid analyst/developer with strong technology implementation and systems analysis skills to deliver and support tactical technical solutions that enable the investment process. The Systems Analyst will engage and work with Wellington's Investment teams to scope each mini project, gather requirements, do systems and data analysis, data source discovery, develop & deliver data [primarily Python-based] solutions, and provide training and support as needed. We collaborate with the Investment Science department and the rest of IT, to provide investors with best-of-breed but practical and quick solutions. Responsibilities Interact directly with investment professionals at all levels of the organization as a trusted advisor Answer functional and technical questions from business partners and colleagues Respond to requests from our business for adhoc analysis as well as other information delivery solutions Provide end user training and ensure appropriate support processes are in place for any system changes Proactively identify issues and opportunities for improved methods and approaches to support investment processes Qualifications 3+ years of Hands-on knowledge and expertise using SQL and relational database technology. Bachelor's degree or higher, ideally with a concentration in technology or finance OR 3+ years of experience in the financial services/investment management area. Basic knowledge and understanding in finance/investment of and experience with Financial instruments such as stocks, bonds, swaps, options, futures, forwards, derivatives and FX. Investment data concepts such as holdings, transactions, analytics, and performance attribution, etc. 2+ years Hands-on python development; have used common python packages such as Pandas, Numpy, Matplotlib; working knowledge of data science and data engineering disciplines. Proficiency in Excel and knowledge in VBA. Tableau experience a big plus. Familiar with one or more major market data platform, such as Bloomberg, FactSet, Eikon/Datastream, etc. is a plus. Strong quantitative skills, such as statistics and data analysis. Analytical and problem-solving skills in buy-side investment management systems and data technologies. Excellent verbal and written communications skills. Ability to work independently, be a self-starter, manage and own multiple projects/tasks from beginning to end. SKILLS JOB TITLE Senior Systems Analyst LOCATION London 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 .
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The core regulatory compliance team, which is part of our larger EMEA compliance team, has responsibility for managing the compliance programme for our UK FCA and SEC regulated affiliate, Wellington Management International Ltd (WMIL). As an analyst within this team, you will have responsibility for a portfolio of work supporting various areas of our FCA compliance programme and have the opportunity to support a number of key projects, both within the EMEA compliance team and in the business. The position will report to the Head of EMEA Core Compliance and will collaborate closely the broader Legal & Enterprise Risk teams globally. We will consider individuals from a wide variety of backgrounds. The candidate is likely to come from a core compliance, compliance generalist, or Risk Management background from another asset management firm. RESPONSIBILITIES Key responsibilities of the role include: Supporting the creation, implementation, and maintenance of the firm's FCA compliance policies and procedures, taking primary responsibility for our recordkeeping, CASS, Code of Ethics, Conflicts of Interest and Complaints policies, among others Acting as a liaison with the Group companies in relation to Code of Ethics and PA dealing matters. Administering the firm's SMCR programme and providing advice to staff on the requirements of the SMCR and Conduct Rules Acting as a key user of the FCA's Connect and Gabriel systems, responsible for ensuring the timely, complete and accurate submission of regulatory returns including those in relation to staff captured by the Senior Manager and Certification Regime Maintaining the core compliance regulatory registers, such as Conflicts of Interest, Complaints, and Breaches Conducting risk assessments, gap analysis, monitoring and testing Managing the EMEA compliance overall training programme; preparing for and providing training on core compliance areas Participating in and advising on and implementing regulatory change as a result of new regulations Supporting projects within L&ER and the business QUALIFICATIONS Have a strong academic background, including an undergraduate degree. Have 3 years of relevant compliance experience, ideally gained at another asset management firm. Experience of working with/supporting regulatory activities (specifically in relation to SUP, SYSC, FIT and COCON) is strongly preferred. Demonstrate good compliance knowledge, particularly as it relates to the administration of regular regulatory statutory returns. Demonstrate ability to develop strong relationships with key business stakeholders to ensure the timely and efficient implementation of core policies and the provision of information to regulators. Have a good eye for detail and project management skills to ensure efficient and timely co-ordination of regulatory and project tasks. Demonstrate strong ethics, good business judgment, and be able to work under pressure, both independently and as part of a team. Strong communication, organisation and analytical skills. Language skills would be a positive but is not a requirement SKILLS JOB TITLE Compliance Analyst (Regulatory Generalist) LOCATION London 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 .
Nov 30, 2021
Full time
WELLINGTON MANAGEMENT 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. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. POSITION The core regulatory compliance team, which is part of our larger EMEA compliance team, has responsibility for managing the compliance programme for our UK FCA and SEC regulated affiliate, Wellington Management International Ltd (WMIL). As an analyst within this team, you will have responsibility for a portfolio of work supporting various areas of our FCA compliance programme and have the opportunity to support a number of key projects, both within the EMEA compliance team and in the business. The position will report to the Head of EMEA Core Compliance and will collaborate closely the broader Legal & Enterprise Risk teams globally. We will consider individuals from a wide variety of backgrounds. The candidate is likely to come from a core compliance, compliance generalist, or Risk Management background from another asset management firm. RESPONSIBILITIES Key responsibilities of the role include: Supporting the creation, implementation, and maintenance of the firm's FCA compliance policies and procedures, taking primary responsibility for our recordkeeping, CASS, Code of Ethics, Conflicts of Interest and Complaints policies, among others Acting as a liaison with the Group companies in relation to Code of Ethics and PA dealing matters. Administering the firm's SMCR programme and providing advice to staff on the requirements of the SMCR and Conduct Rules Acting as a key user of the FCA's Connect and Gabriel systems, responsible for ensuring the timely, complete and accurate submission of regulatory returns including those in relation to staff captured by the Senior Manager and Certification Regime Maintaining the core compliance regulatory registers, such as Conflicts of Interest, Complaints, and Breaches Conducting risk assessments, gap analysis, monitoring and testing Managing the EMEA compliance overall training programme; preparing for and providing training on core compliance areas Participating in and advising on and implementing regulatory change as a result of new regulations Supporting projects within L&ER and the business QUALIFICATIONS Have a strong academic background, including an undergraduate degree. Have 3 years of relevant compliance experience, ideally gained at another asset management firm. Experience of working with/supporting regulatory activities (specifically in relation to SUP, SYSC, FIT and COCON) is strongly preferred. Demonstrate good compliance knowledge, particularly as it relates to the administration of regular regulatory statutory returns. Demonstrate ability to develop strong relationships with key business stakeholders to ensure the timely and efficient implementation of core policies and the provision of information to regulators. Have a good eye for detail and project management skills to ensure efficient and timely co-ordination of regulatory and project tasks. Demonstrate strong ethics, good business judgment, and be able to work under pressure, both independently and as part of a team. Strong communication, organisation and analytical skills. Language skills would be a positive but is not a requirement SKILLS JOB TITLE Compliance Analyst (Regulatory Generalist) LOCATION London 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 .