Investment Risk Analyst, Fixed Income

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 COMPANY 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 Analyst, Fixed Income position is part of the global investment risk function for Wellington and sits within the firm’s Global Risk and Performance Strategy (GPS) department. The primary focus is leading Wellington Management’s portfolio oversight, risk measurement, and security analytics processes across a broad multi‑asset base. The Risk Analyst will work with fixed income investment teams across the Americas, Europe and Asia, helping them use quantitative tools to inform portfolio construction and investment processes.

• Interact directly with portfolio management teams alongside Risk Strategists, providing complementary insights and constructive challenge to investors on their investment theses and portfolio composition in support of superior risk‑adjusted outcomes for clients.
• Take increasing levels of responsibility for key aspects of assigned risk engagements. Proactively and creatively work to enhance these engagements by leveraging unique insights from the Risk Analyst’s experience and input from senior risk professionals.
• Conduct ad‑hoc research and analysis to address investor questions and support the engagements of Risk Management.
• Engage daily with Risk Strategists and investment professionals to ensure transparent measurement and reporting of risks in portfolios. Ensure dashboards, reports, or other shared tools are accurate and timely, and escalates concerns and observations of interest appropriately.
• Partner with Line Management and Investment Products and Fund Strategies colleagues to ensure the firm’s fiduciary needs on investment risk are met.
• Participate actively in Risk Meetings with Portfolio Strategists, group meetings within Global Risk and Performance Strategy, and other dialogues on market and portfolio risk insights, risk concerns and measurements.
• Actively engage in enhancing the Risk reporting infrastructure, including design of exhibits and reports to support the risk oversight process.

The ideal candidate will have a solid analytical foundation coupled with an analytical curiosity, strong organizational skills, passion for financial markets and the ability to learn about new analytical applications and investment products. Experience working with technology resources and combining risk concepts with data analysis is essential. Demonstrated capability to work independently with primary data in mathematical packages is key, with experience in SQL and Python highly preferred.

Specific skills with risk models and/or data visualization tools are considered a plus. Experience in analysis of corporate credit, structured credit, or agency mortgage risk would be favorably considered.

Additional key qualifications include:

• 3+ years’ experience in risk management within long‑only or benchmark‑relative fixed income or multi‑asset portfolios. This may have been gained on the Buy‑side, the Sell‑side or consultancy.
• Proven ability to partner with investment talent effectively.
• Ability to manage multiple tasks, prioritize effectively, meet…