Portfolio Advisor

  • Competitive
  • Boston, MA, États-Unis
  • CDI, Plein-temps
  • Wellington Management Company, LLP
  • 21 sept. 17

Portfolio Advisor

WELLINGTON MANAGEMENT

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 50 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.

POSITION

As part of Wellington Management's Global Relationship Group, the Portfolio Advisor will represent a range of Wellington Management investment strategies in interactions with clients, financial advisors, and distribution firm gatekeepers.

The Portfolio Advisor will be based in Boston and be part of the firm's Global Relationship Group.  The Portfolio Advisor must be willing to travel extensively serving clients in the field.

RESPONSIBILITIES                               

The Portfolio Advisor must possess investment and market knowledge and breadth to cover multiple investment strategies as a "portfolio manager proxy."  Strategies include fixed income, equities, and alternatives.  Topics the Portfolio Advisor will discuss include:  overview of the WMC investment organization; descriptions of multiple funds' investment approaches, portfolio positioning, and performance drivers; and views on capital markets and the economy.  The settings for presentations will include national sales meetings, regional financial advisor meetings, office visits, as well as conference calls.  Presentations will range from large, group meetings to one-on-one sessions (e.g., gatekeepers at financial institutions), to dinner conversations.

 QUALIFICATIONS

  • BA/BS Degree
  • CFA required
  • 10 years experience marketing/selling mutual funds or separate accounts, or in an investment product management role


JOB TITLE
Portfolio Advisor

JOB FAMILY
Global Relationship Group

LOCATION
280 Congress

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 Wellington@icareerhelp.com .