Wellington Management | Investment Treasury Portfolio Analyst

Primary responsibilities include

• The role is part of the Investment Platform within the Investment Implementation and Trading department and acts as a bridge across investment teams, trading, operations, and client-facing partners.
• This is an opportunity for a motivated, analytically strong candidate to help strengthen regional resilience, support time-zone liquidity management, and contribute to a more scalable global Investment Treasury platform.
• The successful candidate will combine sound judgment, market interest, stakeholder communication, and a strong entrepreneurial spirit to build a center of excellence in the region.
• Managing and rebalancing portfolio currency exposures in response to cash flows, active trades, benchmark changes, market movements, and changes in client guidelines.
• Supporting liquidity management, including daily cash positioning, funding decisions, and timely escalation of liquidity or overdraft matters.
• Managing regional repo activity and related financing workflows, including coordination with risk takers, trading, and global stakeholders to support portfolio funding, collateral usage, and liquidity objectives.
• Monitoring portfolio positions, exposures, and key market sensitivities to ensure activity remains consistent with client guidelines, investment objectives, and risk expectations.
• Partnering with Portfolio Management, Trading, Operations, and client-facing teams to resolve portfolio issues, coordinate across regions, and communicate clearly in time-sensitive situations.
• Developing tools, analytics, and scalable workflows that improve transparency, reduce operational risk, and support the growth of the Investment Treasury platform.

Requirements

• Approximately 3-5 years of relevant professional experience, ideally in investment management, trading, portfolio analysis, trade coordination, client transition, cash management, or a related capital markets role.
• Strong quantitative and analytical skills, intellectual curiosity, attention to detail, and comfort working with data to identify issues, explain outcomes, and improve decisions.
• Demonstrated interest in capital markets, with exposure to fixed income, foreign exchange, derivatives, liquidity management, or related investment workflows viewed favorably.
• Sound judgment, risk awareness, and the ability to operate effectively under time pressure, including knowing when to solve independently and when to escalate.
• Excellent written and verbal communication skills, with the ability to distill complex portfolio, liquidity, or risk topics into clear messages for investment, operational, and client-facing stakeholders.
• Experience with Python, SQL, or other coding tools would be valuable, particularly for candidates interested in automation, analytics, and building scalable workflows.
• 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.

Wellington Management

Wellington Management is an employer hiring in the United States (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in the United States are mostly in Boston.

• Industry: BFSI / Investments / Insurance