Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With US$746 billion in assets under management as of 30 November 2012, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. We welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
We are seeking an experienced Investment Director who will work closely with several of our Equity teams across a spectrum of critical investment and business challenges. The Investment Director will support each team by:
Overseeing investment integrity. Act as an independent advisor on the integrity of the team’s investment processes and consistency with client mandates and objectives.
Managing business issues. Support investment teams in growing and maintaining their books of business, including driving new product development, developing marketing plans, client retention strategies, competitive analysis, qualifying new business opportunities, and assessing fees and capacity for each strategy.
Representing Investors/Portfolios. Act as an effective investment representative of assigned investment teams and their respective portfolios and processes with clients, prospects, and consultants.
Specific activities may include:
•Conducting quarterly risk and attribution reviews with portfolio managers;
•Making both quantitative and qualitative evaluations of the investment strategy both for competitive positioning and client consulting;
•Assuming responsibility for internal issues, such as those arising from operational complexity, fee negotiations, capacity limitations, investment guidelines, and the like.
•Developing new products and driving development of book of business, including making the “case for” the strategy/theme, creating compelling product marketing materials, coordinating with GRG colleagues to craft marketing plans.
•Where appropriate, tailoring investment styles to meet client specific needs/guidelines.
The ideal candidate will possess the following qualifications:
•Substantial (15+ years) industry experience, preferably in a relevant capacity such as managing money or working on the consulting side of the business.
•Demonstrated business judgment skills and a comprehensive understanding of the capital markets, quantitative analysis, and statistical methods.
•Effective marketing strategy and compelling communication skills.
•Creativity, thoughtfulness, leadership skills, and the ability to work well within a team based environment.
•An MBA and/or CFA.
•NB: This role may entail significant travel.
Wellington Management - 18 months ago
If Napoleon had met this Wellington, Waterloo would have taken on a whole new meaning: sound asset management. Wellington Management...