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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

Our global investment platform is comprised of over 500 investment professionals across six investment functions (Alternative Investments, Private Investments, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure.

Wellington Management’s Global Investment Research (GIR) group delivers deep, differentiated research targeted towards areas of dispersion and alpha generation, across equity and fixed income. The group is organized into 12 teams, comprising of over 90 investment professionals including Global Industry Analysts, Fixed Income Credit Analysts and Research Associates globally. Today, our research team manages over $140 billion in sector, thematic and diversified portfolios, including long only equity and fixed income as well as hedge funds and private equity funds.

The Investment Research Leadership Team (IRLT) is responsible for ensuring Wellington has a world-class global research platform conducting deep, differentiated research with excellent investment results and the capabilities and products to meet the evolving needs of portfolio managers and clients now and in the future. We are seeking to add a Director to join our leadership team to work with a subset of research teams and lead global initiatives that will benefit our investment research. They will act as a steward for those independent investment teams while also working as part of a highly collaborative, global leadership team to unify the research platform globally and across asset class, perpetuate the investment focused culture, attract, retain and development talent and ensure the platform is long term oriented, flexible and adaptable to changing client needs and market conditions. This position is based in Boston.

ESSENTIAL SKILLS

Management experience: The ideal candidate will have a passion for helping others develop and experience in managing diverse and global investment talent including the ability to identify, coach, evaluate and lead talent. They will have the flexibility and openness to continue learning, evolving and growing as a manager of investment talent.

Superior collaboration and influencing skills: The successful candidate will enjoy contributing to a highly collaborative leadership team. They will bring credibility to engage productively with senior investors and leaders, including ability to provide a point of view, constructively challenge status quo and solve problems. The ideal candidate will bring a flexible mindset and creative approach to problem solving with the discretion to manage competing priorities from multiple stakeholders.

Passion for investing and trusted leader: The Director will have a passion for investing, demonstrable problem-solving skills and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and laser focused on helping Analysts deliver differentiated research and excellent investment performance. It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors.

RESPONSIBILITIES

INVESTMENT CAPABILITIES & TALENT Ensuring that we attract and retain the investment talent necessary to generate excellent research and investment performance:

• Building diverse and inclusive teams in which different perspectives, backgrounds and skill are embraced to improve idea generation and client outcomes

• Providing ongoing guidance, coaching and feedback for both junior and experienced investment professionals (e.g., helping them have impact by focusing on long term, deep, differentiated research; counseling on team dynamics; finding solutions to ‘pain points;’ enabling effective communication and the interface between investors locally, regionally and globally; and utilizing firm resources, including technology)

• Succession planning including identifying talent needs/gaps and providing ongoing assessment of Analysts’ investment skills/capabilities

• Identifying and developing the research skills required in the future, including an alternatives skill set (shorting, absolute return mindset), investment science and advanced data skills, portfolio management capabilities, and risk taking; and

• Providing ongoing assessment of investment skill/capabilities and managing mid- and year-end performance and compensation review processes.

INVESTMENT PERFORMANCE, INTEGRITY & RISK Promoting idea generation and excellent investment performance in our research portfolios. Ensuring portfolios are taking risks consistent with client expectations and regulatory requirements:

• Supporting Analysts to develop well-articulated investment Philosophies & Processes (P&Ps)

• Helping to provide risk management, fiduciary and supervisory oversight, and regulatory oversight

• Ensuring a successful operational model for each Analyst’s research and investment process

• Managing investment capacity for each team and strategy; and

• Leverage the Analysts’ time to ensure they are focused on their research agenda, generating excellent investment results and communicating their best ideas to the rest of the firm effectively and efficiently.

INFRASTRUCTURE & SUPPORT Ensuring that the Investment Research platform has the necessary infrastructure and support to achieve its investment objectives and meet our fiduciary and regulatory responsibilities:

• Ensuring necessary infrastructure and support is in place

• Participating in new product development discussions globally and across functions; and

• Connecting and collaborating with key support areas (Trading, Product Management, Legal and Compliance, IT, Global Relationship Group) and across regions to ensure effective end-to-end investment processes

QUALIFICATIONS

• 10+ years of relevant professional experience

• Superior organizational skills ability to manage, prioritize and complete multiple projects simultaneously and focused on results

• Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm

• Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver

• Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous

• Strong academic credentials: MBA and/or CFA/CAIA (or equivalent) preferred though not required

LOCATION

The Director, Investment Research will be based in Wellington’s Global Headquarters in Boston, MA. Location in Wellington’s New York office, with regular travel to Boston, will also selectively be considered.

#LI-AT1

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 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 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)

Tracing our history to 1928, Wellington Management is one of the world’s 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.

For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)