# Investment Analyst [Wellington Management](https://www.jorb.ai/firms/wellington-management.md) · London · United Kingdom · [Investor Relations](https://www.jorb.ai/jobs/investor-relations.md) Wellington Management is hiring a Investment Analyst in London. Posted 2026-05-28; applications close 2026-07-27. **Apply**: https://wellington.wd5.myworkdayjobs.com/External/job/London-United-Kingdom/Investment-Analyst_R94200-1 Posted 2d ago. ## Role details ## About Us **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 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 Role **Hedge Fund Investor Relations** works closely with our Hedge Fund Investment teams, client relationship teams, risk teams and business colleagues across the firm to support our clients’ investment needs. The team also collaborates with multiple functions across the firm, providing insight into areas such as performance, legal/compliance, fund treasury and fund services, marketing, technology, and trading. Our hedge fund platform spans a wide range of strategies including equity long/short and diversifying strategies. This role focuses on diversifying strategies, which includes global macro, credit long/short and multi-strategy. The Hedge Fund Investor Relations function has three main objectives: ### 1. Product Ownership: Marketing, development, and servicing HF Investor Relations contributes to client growth and retention by assessing business opportunities, leading business planning, developing new products and investment solutions, and creating the communication strategy for the book of business. The role is to be a subject matter expert and portfolio representative for colleagues, clients and consultants. This includes internal presentations, performance commentary and external client materials (both regular servicing and fundraising), materials to differentiate the product relative to competitors, and due diligence support. ### 2. Business Management HF Investor Relations contributes to the business management of the respective coverage area, including managing risk, capacity, pricing, guidelines, existing book of business and pipeline, data, and product messaging (ensuring alignment with our clients’ expectations). This involves leading resolutions of internal business challenges and executing the business plan for the strategy. ### 3. Investment Integrity and Risk Management HF Investor Relations acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives. It conducts regular product risk and performance attribution reviews and contributes to formal investment review group processes. ## Investment Analyst Role and Responsibilities The Investment Analyst will work as part of one or more product coverage teams (within diversifying strategies) to contribute to the broad efforts of HF Investor Relations. The primary focus is to provide analytical support and to serve as a point of contact for internal constituents regarding inquiries about the investment teams and products under coverage. ### Responsibilities include: - Perform analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing - Create and maintain marketing materials, review and update RFPs, respond to client and prospect questions - Prepare monthly and quarterly performance commentary - Track allocations, assist with internal updates to portfolio managers, and perform exposure analysis - Provide general flow data and analysis; organize across deadlines and shift priorities - Collaborate across multiple teams to maximize value for the coverage strategy The role requires demonstrated knowledge of alternatives products, fixed income and equity markets, data analysis (including creating, managing, and automating processes), and performance and risk analysis. The candidate will work with investment directors and specialists to review and evaluate the integrity of hedge fund data, analytics, and materials, contributing to the success of those products in the marketplace. A curious mindset and creative problem-solving ability are essential due to the complexity of hedge fund data. ## Qualifications Success in the role requires an interest in alternative investments, attention to detail, and proficiency in data procurement and analysis. A positive, collegial attitude and professionalism are essential, as are initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines. We seek individuals with the analytical skills to organize and interpret investment data and effective verbal and written communication skills. Ideal candidates will possess the following qualifications: - 1–2 years of directly relevant experience - University degree with strong academic credentials; finance, accounting or business-related majors preferred - CFA (or pursuing) - Strong technical skills and mastery of MS Excel; ability to manage large data sets with high attention to detail and draw strong conclusions - Strong communication skills, a high work ethic and ability to hit the ground running - Attention to detail with a solutions-oriented mindset - Ability to write clearly and succinctly for a variety of settings - Strong ownership, accountability and follow-through - Ability to work independently and with a global team, coordinating with multiple teams on various projects - Thoroughness, prioritization, and the ability to work under pressure - Willingness to learn daily about our business and products Not sure you meet 100% of our qualifications? That’s okay. If you believe you could excel in this role, we encourage you to apply. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skills, experiences, and backgrounds. _As an equal opportunity employer, Wellington Management ensures that all qualified applicants 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 GMWTalentOperations@wellington.com. We believe that in-person interactions energize our community and are essential to our culture. In support of this commitment, our employees work from our offices four days a week with the flexibility to work remotely one day a week. This approach supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. ## Applying to this role This Investment Analyst role at Wellington Management runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=wellington-management&job=6a182c38fbcec5385ba12f1d) ## More open roles at Wellington Management - [Investment Analyst - Hedge Fund Investor Relations](https://www.jorb.ai/jobs/6a186b583eba482021b10508.md) – London, posted 2d ago - [2026 APAC Legal Off Cycle Internship - 6 Months](https://www.jorb.ai/jobs/69f4388756d43ec52b708331.md) – Hong Kong, posted 29d ago - [Global Industry Analyst, Capital Goods](https://www.jorb.ai/jobs/69dbd75c1d8fb4f98d2f2b16.md) – London, posted 1mo ago ## Other open Investor Relations roles - [Intern - FCD, Investor Relations (Fall 2026, Jun to Dec)](https://www.jorb.ai/jobs/69ae8787e781820ab26f8033.md) at [SGX](https://www.jorb.ai/firms/sgx.md) – Singapore, posted 2mo ago - [Investor Relations Roadshow Coordinator](https://www.jorb.ai/jobs/6a106b2bdb40fe5bfc0c2bb7.md) at [Franklin Templeton](https://www.jorb.ai/firms/franklin-templeton.md) – London, posted 8d ago - [Analyst, Investor Relations](https://www.jorb.ai/jobs/69fe112bbd5dc768e1d22ed6.md) at [Franklin Templeton](https://www.jorb.ai/firms/franklin-templeton.md) – London, posted 22d ago - [BXMA - Institutional Client Solutions (ICS), Analyst](https://www.jorb.ai/jobs/69f0abfbe1f11d237ac5ed8f.md) at [Blackstone](https://www.jorb.ai/firms/blackstone.md) – New York, posted 1mo ago - [Senior Client Solutions Professional (Senior Analyst / Associate)](https://www.jorb.ai/jobs/69a69a1cbd9d696c8055019f.md) at [Partners Group](https://www.jorb.ai/firms/partners-group.md) – London, posted 2mo ago --- Updated: 2026-05-30 Canonical: https://www.jorb.ai/jobs/6a182c38fbcec5385ba12f1d