Fixed Income Credit Analyst, Municipal Bonds at Wellington Management Company, LLP

Posted in Other 10 days ago.

Type: Full Time
Location: Boston, Massachusetts





Job Description:

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 POSITION
We are currently seeking to recruit a Fixed Income Credit Analyst (Analyst) to join our Municipal Bond Group. Based in Boston, this individual will be responsible for covering municipal bonds across a variety of sectors in tax-exempt and taxable markets. The Municipal Bond team consists of three portfolio managers, five Fixed Income Credit Analysts and two Traders. This is a dynamic and growing team that is currently responsible for $34 billion in assets. As part of the Research Team, the Analyst will be fully integrated into the investment process and expected to conduct deep fundamental and quantitative analysis, providing unique and insightful research and relative value commentary. This work will support investment recommendations that help shape portfolio manager decisions and add value to client portfolios. The ideal candidate will have strong passion for investing, embrace investment data science, uphold fiduciary responsibilities and possess a flexible mindset with the desire to learn/grow and contribute in a team setting. In addition, the Analyst will regularly interact, collaborate and share research with other investment professionals across our global investment platform, including other credit analysts, equity analysts, portfolio managers, traders, and macro strategists.

RESPONSIBILITIES
Responsibilities for this position will include the following:

* 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

ESSENTIAL SKILLS
The following essential skills and characteristics are required for the role:

* Investment acumen and passion - We are seeking an experienced credit analyst who is passionate about markets, research, and investing in fixed income. The ideal candidate will possess strong analytical skills, attention to detail and a quantitative orientation. Additionally, the ability to make investment decisions that are supported by rigorous analysis, often with incomplete information, and communicated with strong conviction is required.

* Superior collaboration and influencing skills - The successful candidate will enjoy contributing to a highly collaborative investment environment and will embrace the benefits of overlapping lines of idea generation. He/she will build strong, trusting relationships internally with colleagues, and externally with company management teams. The ability to provide a point of view and challenge the status quo is critical, as is the humility to admit mistakes and a desire to learn from others. He/she must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented investment recommendations clearly, and with conviction, and contribute to an open investment dialogue is important.

* Growth mindset, intellectual curiosity and capacity for differentiated thinking - The flexibility and openness to continue learning, evolving and growing as a credit analyst and investor. He/she will have a global perspective and creative approach for thinking about innovation, and the evolution of investing.

QUALIFICATIONS
Additional qualifications and characteristics include:

* 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.

LOCATION
This position will be based in Wellington's Global Headquarters in Boston, MA.

Not 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 GMWTalentOperations@wellington.com.

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 100,000 - 225,000

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 Wellington's 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)

PDN-9d87fb64-7547-4943-a5aa-8a12d4a55359
More jobs in Boston, Massachusetts


Best Buy Health

Best Buy Health

Best Buy Health
More jobs in Other


Chickasaw Nation Industries

Chickasaw Nation Industries

Hillyard Inc.