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 The Competitive Intelligence Team was formed to: u2022 Produce materials and analyses that better position Wellington Management to win and retain business u2022 Enhance market, investment, business, and competitive intelligence to more effectively prepare our personnel for client, consultant, and prospect meetings and to better position our products in the marketplace u2022 Develop analytics and intelligence that better inform the firmu2019s priorities and areas to focus u2022 Create focused, insightful, timely, and flexible analytics for use across the firm u2022 Increase work efficiency and scale via automated business solutions The Competitive Intelligence Analyst will work with Product Management, Global Relationship Group, and other business units across the firm. The Analyst will be involved in the day-to-day activities of the Competitive Intelligence team across a range of areas. Key areas of focus: u2022 Competitive Intelligence u2022 Automation/Business Reporting Solutions u2022 Business, Industry, and Market Trends & Analytics The role of the Analyst is to support and enhance the broad research and data analytics efforts of the Competitive Intelligence team. ROLE AND RESPONSIBILITIES u2022 Develop analyses that help us win/retain more business than would otherwise be the case u2022 Create and share information that allows our teams to be better prepared and to make better decisions in terms of prioritization and anticipating the future u2022 Complete complex analytics-related projects u2013 sometimes under tight time constraints - using internal and third-party systems u2022 Act as a technology and systems resource on the team by developing detailed and in-depth knowledge of various in-house and third-party applications (e.g., Excel, Barra, eVestment, Enterprise Reporting, FactSet, IQT, Morningstar Direct, Performance Reporter, etc.) u2022 Work with the team to create business reporting solutions that maximize the use of automation so teams across the firm are spending more time on data analysis and less time on data retrieval and consolidation; develop new reports and tools that allow us and teams across the firm to work more efficiently u2022 Liaise between the business and the technology groups to provide specifications, help develop and test the applications/reports, and ensure timely deliveries u2022 Serve as a resource to help complete u201cone offu201d or irregular updates more quickly than other teams would be able to turn given the breadth of projects our team can consult on QUALIFICATIONS Working in this role requires a high degree of demonstrated analytical and problem-solving skills, intellectual curiosity, solid judgment, and enthusiasm. The individual must be able to thrive in a fast-paced, team-oriented environment where priorities change frequently and deadlines are crucial. The ideal candidate must have good verbal and written communication skills, with the ability to synthesize data and business requirements. We are seeking candidates who display the following characteristics: u2022 A Bacheloru2019s degree with very strong academic credentials and a record of achievement u2022 At least 1-3 years relevant industry experience - progress towards an MBA and/or CFA is desirable u2022 Attention to detail combined with a solutions-oriented, strategic mindset u2022 Strong technical and analytical skills/aptitude u2013 knowledge of MS Excel, familiarity with eVestment, Morningstar, Bloomberg, FactSet, and/or EPFR is a plus u2022 Capable of working with a variety of constituents both in terms of department and seniority u2022 Strong work ethic u2022 Ability to write clearly and succinctly in a variety of communication settings u2022 Ability to work both independently and in collaboration with others across the firm u2022 A positive, collegial attitude and high level of professionalism u2022 Articulate with an interest in developing presentation skills u2022 Grace under pressure; ability to adapt and get things done Not sure you meet 100% of our qualifications? Thatu2019s 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_ _r_ _ace, 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_ _ _._ At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 90,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellingtonu2019s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. Tracing our history to 1928, Wellington Management is one of the worldu2019s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. For more information, please visit (
Job Title
Market Research and Competitive Intelligence Lead