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Director, Investment Boutiques - Equity

Wellington Management
United Statesfull_timeVerifiedPosted 15 Feb 2024
💰 $100,000/yr

About the role

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

Our global investment platform is comprised of over 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure.

The Investment Boutiques (IB) leadership team is responsible for ensuring Wellington has a world-class global investment platform with excellent investment results, capabilities, infrastructure, talent and products to meet the evolving needs of clients now and in the future.  We are seeking to add a Director aligned with Equity to join the leadership team in leading and managing our US Equity investment teams. The Director, as part of the Equity leadership team, will develop and execute the department's strategic plan and various initiatives to ensure the investment teams have the talent and resources they need to deliver for clients. The position is based in Boston and will report to the Head of Investment Boutiques.

The successful candidate will have a passion for investing, demonstrable problem-solving skills, a commercial outlook and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and be laser-focused on helping investment teams deliver excellent performance for our clients.  It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors.
ESSENTIAL SKILLS
Management experience: The ideal candidate will have a passion for helping others develop and experience in managing diverse and global investment talent including the ability to identify, coach, evaluate and lead talent. They will have the flexibility and openness to continue learning, evolving and growing as a manager of investment talent.

Superior collaboration and influencing skills: The successful candidate will enjoy contributing to a highly collaborative leadership team. They will bring credibility to engage productively with senior investors and leaders, including ability to provide a point of view, constructively challenge status quo and solve problems. The ideal candidate will bring a flexible mindset and creative approach to problem solving with the discretion to manage competing priorities from multiple stakeholders.

Passion for investing and trusted leader: They will have a passion for investing, demonstrable problem-solving skills and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and laser focused on helping Investors deliver differentiated and excellent investment performance. It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors.
RESPONSIBILITIES
INVESTMENT CAPABILITIES & TALENT Ensuring that we attract and retain the investment talent necessary to generate excellent research and investment performance:
•    Building diverse and inclusive teams in which different perspectives, backgrounds and skill are embraced to improve idea generation and client outcomes
•    Providing ongoing guidance, coaching and feedback for both junior and experienced investment professionals (e.g., helping them have impact by focusing on long term, deep, differentiated research; counseling on team dynamics; finding solutions to ‘pain points;’ enabling effective communication and the interface between investors locally, regionally and globally; and utilizing firm resources, including technology)
•    Succession planning including identifying talent needs/gaps and providing ongoing assessment of Investors’ investment skills/capabilities
•    Identifying and developing the skills required in the future, including an alternatives skill set (shorting, absolute return mindset), investment science and advanced data skills, portfolio management capabilities, and risk taking; and
•    Providing ongoing assessment of investment skill/capabilities and managing mid- and year-end performance and compensation review processes.

INVESTMENT PERFORMANCE, INTEGRITY & RISK Promoting idea generation and excellent investment performance in our portf

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Company

Wellington Management

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