Description

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.

About the Role

The Competitive Intelligence Team was formed to:
• Produce materials and analyses that better position Wellington Management to win and retain business
• Enhance market, investment, business, and competitive intelligence to more effectively prepare our personnel for client, consultant, and prospect meetings and to better position our products in the marketplace
• Develop analytics and intelligence that better inform the firm's priorities and areas to focus
• Create focused, insightful, timely, and flexible analytics for use across the firm
• Increase work efficiency and scale via automated business solutions

The Competitive Intelligence Analyst will work with Product Management, Global Relationship Group, and other business units across the firm. The Analyst will be involved in the day-to-day activities of the Competitive Intelligence team across a range of areas.

Key areas of focus:
• Competitive Intelligence
• Automation/Business Reporting Solutions
• Business, Industry, and Market Trends & Analytics

The role of the Analyst is to support and enhance the broad research and data analytics efforts of the Competitive Intelligence team.

ROLE AND RESPONSIBILITIES
• Develop analyses that help us win/retain more business than would otherwise be the case
• Create and share information that allows our teams to be better prepared and to make better decisions in terms of prioritization and anticipating the future
• Complete complex analytics-related projects - sometimes under tight time constraints - using internal and third-party systems
• Act as a technology and systems resource on the team by developing detailed and in-depth knowledge of various in-house and third-party applications (e.g., Excel, Barra, eVestment, Enterprise Reporting, FactSet, IQT, Morningstar Direct, Performance Reporter, etc.)
• Work with the team to create business reporting solutions that maximize the use of automation so teams across the firm are spending more time on data analysis and less time on data retrieval and consolidation; develop new reports and tools that allow us and teams across the firm to work more efficiently
• Liaise between the business and the technology groups to provide specifications, help develop and test the applications/reports, and ensure timely deliveries
• Serve as a resource to help complete "one off" or irregular updates more quickly than other teams would be able to turn given the breadth of projects our team can consult on

QUALIFICATIONS
Working in this role requires a high degree of demonstrated analytical and problem-solving skills, intellectual curiosity, solid judgment, and enthusiasm. The individual must be able to thrive in a fast-paced, team-oriented environment where priorities change frequently and deadlines are crucial. The ideal candidate must have good verbal and written communication skills, with the ability to synthesize data and business requirements.

We are seeking candidates who display the following characteristics:
• A Bachelor's degree with very strong academic credentials and a record of achievement
• At least 1-3 years relevant industry experience - progress towards an MBA and/or CFA is desirable
• Attention to detail combined with a solutions-oriented, strategic mindset
• Strong technical and analytical skills/aptitude - knowledge of MS Excel, familiarity with eVestment, Morningstar, Bloomberg, FactSet, and/or EPFR is a plus
• Capable of working with a variety of constituents both in terms of department and seniority
• Strong work ethic
• Ability to write clearly and succinctly in a variety of communication settings
• Ability to work both independently and in collaboration with others across the firm
• A positive, collegial attitude and high level of professionalism
• Articulate with an interest in developing presentation skills
• Grace under pressure; ability to adapt and get things done

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 dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 90,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.