10500 WMC Wellington Management Company LLP - Boston, MA

posted 5 days ago

Full-time - Mid Level
Boston, MA
501-1,000 employees

About the position

Wellington Management is seeking a Fixed Income Credit Analyst to join its Municipal Bond Group in Boston. This role involves covering municipal bonds across various sectors in both tax-exempt and taxable markets. The Analyst will be integrated into the investment process, conducting fundamental and quantitative analysis to support investment recommendations and enhance client portfolios. The ideal candidate will have a strong passion for investing, a flexible mindset, and the ability to collaborate with other investment professionals.

Responsibilities

  • Creation and maintenance of detailed financial models and databases to aid in analyzing existing and prospective investments
  • Crafting and effectively communicating analyses/recommendations that add value to client portfolios
  • Providing timely and consistent surveillance to respond to secondary market opportunities as well as client's requests and regulatory requirements
  • Attending and contributing to internal and external investment meetings

Requirements

  • Strong knowledge of Municipal Bond related sectors
  • A minimum of three to five years prior credit experience, on the buy-side or sell-side
  • Ability to leverage technical skills to efficiently review and analyze large data sets
  • Ability to set priorities and execute a research agenda
  • Organizational and time management skills as well as ability to work well under pressure
  • High level of initiative, and experience developing and implementing value-added investment recommendations
  • Comfort dealing with uncertainty, and a proven ability to take risk
  • Independence of thought, an entrepreneurial nature, and a global perspective
  • An undergraduate degree with a strong academic record; MBA/MSF and CFA/CAIA are relevant though not required

Nice-to-haves

  • Experience in investment data science
  • Strong analytical skills and attention to detail
  • Ability to communicate action-oriented investment recommendations clearly
  • Flexibility and openness to continue learning and evolving as a credit analyst

Benefits

  • Retirement plan
  • Health and wellbeing coverage
  • Dental, vision, and pharmacy coverage
  • Health savings account
  • Flexible spending accounts
  • Commuter program
  • Employee assistance program
  • Life and disability insurance
  • Adoption assistance
  • Back-up childcare
  • Tuition/CFA reimbursement
  • Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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