Investment Strategy Analyst, LDI

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.

Tracing our roots to 1928, Wellington Management Company LLP is one of the world's largest independent investment management firms. With over $1.5 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 specialized subject‑matter expertise.

As part of the continued growth of our Liability Driven Investment (LDI) capabilities, we are seeking to recruit an analyst to join our LDI Solutions investment team. This role will work side by side with LDI Strategists/Portfolio Managers in delivering on existing client objectives and expanding our client partnerships.

This position will have a key focus on:

• Assisting Portfolio Managers in the design of pension investment solutions, including multi‑asset portfolios, to meet client needs
• Playing a key role in the daily oversight of portfolios
• Contributing to the continuous improvement of portfolio management processes, analytics, and infrastructure to drive better investment decisions and client outcomes

• Collaborate on building and enhancing robust LDI investment infrastructure
• Develop and implement advanced analytics tools to improve portfolio management and risk assessment
• Leverage programming and quantitative modeling skills to automate processes and optimize investment workflows

Research

In addition, the position will involve supporting the Strategists/PMs in researching investment topics and designing new investment solutions in our mission of serving as a trusted advisor to our clients.

• Minimum of 5+ years of relevant experience (background in financial or data analysis)
• Strong technical skills with demonstrated experience in programming (Python or similar), quantitative modeling, and data analytics
• Working knowledge of various asset classes, especially Fixed Income, gained from experience in institutional investment or risk management, and/or investment consulting
• Actuarial designation, progress towards, or degree a strong plus
• Strong work ethic, attention to detail, and process orientation are essential traits, as are versatility and creative problem solving
• Intellectual curiosity and a passion for exploring and understanding complex investment topics
• Ability to thrive in a multi‑faceted, fast‑paced environment with multiple competing deadlines
• Ability to work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes
• Excellent written, oral, and interpersonal communication skills
• Strong academic credentials. CFA progression is a plus

• Familiarity with risk management and portfolio construction integrated with actuarial frameworks
• US Corporate Pension experience

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…