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.

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. 

About the Role

POSITION

As a member of the Investment Research Leadership Team, the Associate Director, Global Industry Research is responsible for providing strategic and talent management support to the Directors of Research in many areas related to markets/securities/ performance and investment philosophy and process. They will also drive strategic priorities for the department forward in line with the vision of the leadership team through strong project management and an iterative collaboration process with the global leadership team. If aligned with the skillset and desire of the individual, this position could lead to management of investors over time but not required.

Responsibilities will include:

• ·Broad Analyst Due Diligence: Conduct rigorous due diligence on GIAs/FICA’s by studying and analyzing their P&P, and approach to research and rating. Identifying key areas of strength, core competencies and highlighting development areas.
• ·Broad sector and Market Analysis: Provide detailed analysis of sector and market trends to help understand what is and is not working in a sector and how that overlays with our GIAs/FICA’s recommendations. Collaborate with other areas of the firm to understand broader firm positioning.
• ·Management dashboard and reporting: Study and assess existing management reporting capabilities and collaborate with our iSci team to build and maintain a series of dashboards that highlight key performance information, investment recommendations, ownership at the firm and in the research portfolios. Help us identify and track Investment research KPIs.
• ·Strategic Initiatives: Play a leading role in managing the process for our strategic initiatives – including leading our MBA program.
• ·Early Career Investors: Build strong relationships with this important cohort of investors in supporting the directors. Work with the lead of the Early Career program and the directors in the management of these investors.
• ·Review Groups: Drive the review group process including working with the directors to build agendas and materials for the meeting, taking and distributing notes and ensuring feedback is given and followed up on.

QUALIFICATIONS

The ideal candidate will have 5+ years of relevant experience working with investment professionals with a solid understanding of (equity or credit) fundamental research. They will thrive in a highly collaborative global group with strong analytical, organizational and communication skills. We are seeking a mature thought partner with strong consulting orientation, superb judgment, and the ability to diagnosis, iterate, bring others along, influence and see through important projects.

Additional qualifications and characteristics include:

• Ability to interpret investment performance information into actionable insights

• Credibility to engage productively with senior investors and leaders, including ability to constructively challenge status quo and solve problems;

• Ability to navigate stressful situations with poise; focused on being a calming presence, active listener and pragmatic problem solver;

• Demonstrated passion for the investing business– a student of the industry

• Effective interpersonal and communication skills with the ability to articulate and integrate numerous viewpoints and mobilize/influence across all levels of the organization, including senior leaders;

• Results orientation. The ability to manage, prioritize and complete multiple projects simultaneously

• Conversant in data/technology with ability to think through next generation tools to support investment processes

• Detail oriented – strong attention to detail and accuracy in data analysis, report preparation and documentation