Risk Strategist – Investment Risk Strategy

Job Description

Investment Risk Strategist | Wellington Management

The Tone:
This is a full-time role at Wellington Management, located in one of our global offices with a hybrid work model. Wellington Management provides extensive investment management solutions across global capital markets, tailored for institutional clients with unique return and risk objectives. This role is crucial for enabling investors and managers to make superior decisions by delivering clear, rigorous, and actionable insights derived from complex analytics, thereby strengthening investment talent and shaping the firm’s risk culture.

The TL;DR
• Role: Full Time
• Type: Hybrid
• Location: Hybrid

• Team: Risk Strategy team, part of our Investment Risk department
• Mission: To help investors deliver on client expectations and managers develop investment talent through objective portfolio insight and risk analysis.
• Tech Stack: Python, vsCode Copilot, GitHub Copilot, SQL, FactSet, Bloomberg

What You’ll Actually Do
• Analysis: Apply quantitative analysis, risk models, stress testing, and scenario analysis combined with judgment to help investors align risk with conviction.
• Communication: Proactively identify and clearly communicate changes in portfolio risk dynamics, concentrations, and unintended exposures to relevant stakeholders.
• Research & Insights: Design and conduct in-depth risk analysis and research, translating complex data into clear, actionable insights that inform portfolio decisions.
• Tool & Process Enhancement: Ensure risk reporting, dashboards, and analytical tools are robust and decision-useful, partnering with technology and data teams to improve underlying analytics.
• Coaching & Oversight: Partner with investors and managers to integrate analytics into coaching and development, fostering continuous learning and contributing to broader investment risk oversight.

The Must-Haves
• Background: Senior-level professional with 10+ years in portfolio analysis, risk management, or quantitative investment analytics. Possesses strong fixed income market knowledge and expertise across rates, credit, derivatives, and hedge fund strategies.
• Experience: Proven ability to partner effectively with investors and senior stakeholders, bringing clarity to complex discussions. Deep understanding of portfolio construction, fixed income markets, and the drivers of portfolio risk across various market environments.
• Skills: Proficiency in Python, AI coding platforms (vsCode Copilot, GitHub Copilot), SQL, and market data tools (FactSet, Bloomberg). Excellent communication, storytelling, and the ability to analyze and synthesize complex data into actionable recommendations.
• Bonus: Advanced degree and/or professional designation such as CFA, CAIA, or FRM.