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Investment Analyst

Wellington Management · London

2 weeks ago

HybridFull_timeportfolio analysisinvestment productsperformance attribution

Workplace

Hybrid

Employment

Full_time

Location

London

Posted

2 weeks ago

Summary

This mid-level investment analyst role supports product coverage teams within the AMS Product Management group. It focuses on portfolio, market, and product analysis, with employees working in the office four days a week and remotely one day a week.

Responsibilities

  • Analyze portfolio positioning, attribution, and risk
  • Assess market trends and competitive positioning
  • Evaluate product pricing and investment approaches
  • Create and maintain marketing and client materials
  • Review requests for proposals and answer client questions
  • Automate workflows and support client solutions
cfacaiamicrosoft excelfactset
portfolio analysisinvestment productsperformance attributionmarket analysisclient solutions