Investment Analyst

Wellington Management is seeking an Investment Analyst to join their Equity Product Management ("EPM") group in Hong Kong.

The EPM group works closely with equity investment teams, relationship teams, and business colleagues to support clients' investment needs.

The Investment Analyst will work as part of one or more product coverage teams and support regional product management efforts across Asia (excluding Japan).

The primary focus of the role is to provide analytical leverage to the team while developing a broad understanding of the investment, commercial, and client-facing aspects of product management.

Responsibilities include:

• Performing analyses related to portfolio positioning, attribution and risk, market and industry trends, competitive positioning, pricing, and business opportunities across covered strategies.
• Creation and maintenance of marketing and client materials.
• Review of RFPs and responses to client questions.
• Participation in external client and prospect meetings.
• Automation of workflow and collaboration on the development of client solutions and new investment approaches.

The ideal candidate will have:

• A bachelor's degree with very strong academic credentials and a record of achievement.
• 1-2 years of relevant experience preferred.
• Demonstrated analytical skills, including the ability to organize and synthesize data to reach conclusions.
• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective.
• Attention to detail combined with a solutions-oriented mindset.
• Ability to write clearly and succinctly in a variety of communication settings.
• Strong verbal communication skills with an interest in developing confidence and effectiveness in presenting investment and business concepts to a range of audiences.
• Intellectual curiosity about markets, client needs, and business dynamics, with an interest in developing commercial judgment over time.
• Proactive with an ability to work both independently and in collaboration with a global team.
• Aptitude to build relationships and collaborate effectively across diverse teams, cultures, and perspectives.
• Strong technical skills, including mastery of MS Excel and familiarity with Factset.

Wellington Management is an equal opportunity employer and welcomes applications from diverse candidates.

The company offers a flexible work arrangement, with employees working from offices 4 days a week and having the flexibility to work remotely 1 day a week.