About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
Wellington currently manages approximately $35 billion in alternative assets worldwide across long/short equity, absolute return credit, global multi-strategy, private equity funds and custom solutions. Our investment ecosystem and scale allow alternative investors to partner with world class investment research experts across fundamental equity, credit, fiscal/monetary economics, derivatives, rates, risk, data science, climate, sustainability, and many others. 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.
Within our Alternatives platform, we are seeking a Hedge Fund Analyst (“Analyst”) to join our Wellington Global Technology Long/Short fund. This is our flagship long/short technology hedge fund, which invests across all market capitalizations, sectors, and geographies within the global technology landscape. The Analyst will primarily cover Global Software working closely with the Portfolio Manager and team to generate, research, and implement investment ideas for the unconstrained portfolio. In addition, the Analyst will conduct fundamental research that leads to differentiated insights derived from asking innovative questions, anticipating trends, and identifying risks and potential disruptions in a rapidly changing industry.
ESSENTIAL SKILLS
The following essential skills are required for the role:
• Investment acumen and passion – The Analyst will have a deep understanding of the global technology industry and specialized expertise in global software. The ability to identify mispricing and valuation discrepancies, make investment recommendations, and communicate their findings to the Portfolio Manager is required. The ideal candidate will be passionate about markets with a demonstrated track record of successful stock recommendations. In addition, the Analyst must exhibit a fundamental, research oriented, bottom-up approach, supported by a strong investment philosophy and process, and be able to implement ideas through an analytical framework.
• Superior collaboration and influencing skills – The successful candidate will be energized by being an individual contributor within a highly collaborative team and embracing the benefits of overlapping lines of company coverage and idea generation. The Analyst will build strong trusting relationships internally with colleagues and externally with company management teams. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; s/he must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction, and contribute to an open investment dialogue, is important.
• Growth mindset – The flexibility and openness to continue learning, evolving and growing as an investor is required. The Analyst will have a global perspective and creative approach for thinking about innovation and the next generation of the investment industry and evolution of the technology sector within it.
OTHER QUALIFICATIONS
Additional qualifications and characteristics include:
• A minimum of 3 to 5 years of relevant experience in a long/short analytical role on the buyside covering global software. Experience shorting equities is required;
• Service orientation with a fiduciary and client-centric mindset;
• Ability to remain focused and appropriately allocate time to “what matters;”
• Strong work ethic and attention to detail;
• Independence of thought, intellectual curiosity, and an entrepreneurial nature;
• Highest personal and professional integrity and ethics;
• History of professional achievement;
• Global perspective; and
• Strong academic credentials including undergraduate/graduate studies and potentially CFA/CAIA designations.
LOCATION
The Global Industry Analyst will be based in Wellington’s Global Headquarters in Boston, MA. Location in Wellington’s New York office, with regular travel to Boston, will also selectively be considered.
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APPLICATION INSTRUCTIONS
To submit an application, please follow the link below:
https://wellington.wd5.myworkdayjobs.com/External/job/Boston-MA-United-States/Hedge-Fund-Analyst---Software_R90267-2
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 GMWTalentOperations@wellington.com.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 80,000 - 180,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)