About UsWellington 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 RoleOverviewThe Investment Specialist, Sustainable Investment, plays a key role in advancing Wellington’s commercial and product sustainability efforts. The role will focus on product management support of our flagship climate equity products while also partnering with Client Group and Product Management to implement commercial & client driven climate, net zero, and sustainability solutions. This role sits within the Focus Initiatives – Sustainable Investment group in the Client Platform and is based in London. The team’s mission is to serve as a force multiplier and SI center of excellence to deliver superior client outcomes and drive innovation and growth. The scope of work within the role will include both EMEA specific responsibilities as well as contributing to the team’s global business priorities, and it requires regular collaboration across groups within Wellington.Role and responsibilitiesClimate Equity Product CoverageThe Investment Analyst will work as part the climate product coverage team, providing analytical leverage to the team and serving as a point of contact for a variety of internal constituents regarding inquiries about the investment teams and productsResponsibilities include working directly with Investment Directors, portfolio managers, performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricingAdditional responsibilities will also include creation and maintenance of marketing and client materials, climate reporting, review of RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approachesSustainable Investment & Climate / Net Zero Product IntegrationServes as a sustainable investment subject matter expert and resource for teams across Investment Products & Fund Strategies (IPFS) and the Client Group, partnering to address complex client queries particularly within the EMEA regionContributes to complex SI product / mandate evolutions by serving as an SI product subject matter expert and member of the SI Product Integrity Working GroupServes as a thought partner to the Climate Research Team, IPFS, PMs, and Client Group to navigate requests to incorporate Net Zero alignment into mandatesSupports the global commercialization strategy for our climate capabilities – including the Wellington Climate Leadership Coalition (WCLC 2.0) and our research partnerships with Woodwell and MITContributes to the creation of a strategic content program to support the sustainable investment commercial agenda across Wellington’s four pillars of Impact, Climate, Stewardship, and ESG / Thematic Research. Content may include white papers, podcasts, marketing decks, RFP content; works in close partnership with MarketingContributes to the creation and delivery of an SI education program for the Client Platform, covering all facets of climate and sustainable investmentHelps to streamline the implementation of SI and mitigate risks, including establishing clear product integrity and guideline standardsPartners closely with Focus Initiatives – SI leadership to design and execute on strategically important global initiativesCompetencies – skills/knowledge/experienceSuccess in the role requires a high degree of flexibility, initiative, and can-do attitude. Demonstrated interest in both sustainable investment, in particular climate and transition risks, and the investment industry/markets more broadly, a passion for learning, as well as strong analytical skills are also key. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, global, team-oriented environment with tight deadlines.We are seeking candidates who display the following characteristics:A Bachelor’s degree with very strong academic credentials and a record of achievement3-7 years of relevant experience: experience with sustainable investment preferred, climate/transition risk specific experience is also preferredEquity markets / product experience is preferred but not requiredProject management skillsDemonstrated analytical skills including the ability to organize and synthesize data to reach conclusionsSolid judgment, intellectual curiosity, and willingness to take a differentiated perspectiveAttention to detail combined with a solutions-oriented mindsetAbility to write clearly and succinctly in a variety of communication settingsArticulate with an interest in developing presentation skillsProactive with an ability to work both independently and in collaboration with a global teamStrong technical skills; mastery of MS Excel and familiarity with Factset are a plus but not essentialAbility to organize, manage, and prioritize time wellGrace under pressure with an ability to adapt to get things doneNot 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 .
