Investment Risk Analyst, Equity

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.

The Risk Strategy function, part of our Investment Excellence department, helps investors make better decisions through clarity, rigor, and partnership. We are independent, trusted advisors who combine quantitative analysis, market judgment, and curiosity to translate complex data into clear, actionable insights. By framing risk in context and fostering reflection, we help investors align risk with conviction, thereby sharpening investment skill and strengthening portfolio outcomes over time.

The Risk Analyst will work closely with Risk Strategists on the team and will oversee the team’s analytical infrastructure (metadata, risk database, risk reporting, dashboards) making contributions in the oversight of the firm’s equity portfolios. A successful Risk Analyst will leverage Wellington’s risk modeling and analysis platform to enhance the engagement of the Risk Strategists with the Portfolio Management teams. They will also continually work to enhance the risk oversight process and infrastructure, will create or improve clear, engaging reports/analytics that identify material portfolio risks in individual portfolios and across the equity platform.

Responsibilities of the role will also include project management of the team’s various initiatives, development of analytics reporting/dashboards, and delivering digestible data and actionable information internally, so Risk Strategists and other firm leaders can make more-informed decisions and better set priorities.

The candidate should be comfortable with rapid response times and quick turnarounds commensurate to the dynamic demands of the team. The Risk Analyst should be sufficiently confident in their analyses to interpret the outputs of their work, explaining or defending their conclusions within the Risk Strategy team or to the investment teams as appropriate. Risk Analysts are expected to be vocal, self-starting members of the team, thoughtfully challenging colleagues and independently reviewing risk-related data in their areas to highlight potential areas of concern or focus to Risk Strategists for further review and potential follow-up.

The Risk Analyst role requires a knowledge of risk analysis gained from experience in institutional investment management and risk management. They should be continually apprised of investment trends to determine the risk implications and communicate the resulting risks within the group. The successful candidate will bring technical skill and knowledge, be adept at building collaborative working relationships with colleagues, and take proactive ownership for the quality of their work.

Responsibilities for this position will include the following:

• Ensure reports, dashboards, or other tools of the risk management process are properly executed and reviewed for accuracy, with outliers or areas of concern highlighted to team members of the team;
• Engage with Risk Strategists and other investment professionals on a daily basis, to ensure transparent measurement and reporting of risks in portfolios;
• Participate actively in risk meetings and other dialogues on risk concerns and measurements;
• Actively engage on enhancing the Risk reporting infrastructure, including design of exhibits and reports to support the risk oversight process;
• Conduct ad-hoc research and analysis to address investor questions and support risk strategy work more broadly.

The ideal candidate will have a solid analytical foundation coupled with an analytical curiosity, strong organizational skills, passion for financial markets, be motivated by a team environment, and have…