Investment Risk Strategist, Equity Hedge Funds

About the Role

POSITION
The Risk Strategy team, part of our Investment Excellence department, helps investors and managers of investors make better decisions through clarity, rigor, and partnership. Risk Strategists are independent experts who combine quantitative analysis, judgment, and curiosity to translate complex analytics into clear, actionable insights that shape portfolio decisions and strengthen investment talent.

Strategists work closely with investors to align risk with conviction, ensuring portfolio structure reflects investment intent. They use data to foster reflection—creating feedback loops that sharpen judgment and build enduring investment skill. By providing an objective lens on portfolios and framing exposures within the market context, they help investors focus on the few insights that matter most.

Strategists also work closely with investment platform management, providing insight into investor portfolio construction and risk-taking. This work is a key part of the firm’s investment oversight process and requires in-depth understanding of client expectations, investor philosophies, and portfolio and risk analysis.

As risk coaches and force multipliers, Risk Strategists elevate others by making complex data accessible and actionable in pursuit of our dual mandate: to help investors deliver on client expectations and to help managers develop investment talent. They should be sufficiently confident in their analyses to challenge the thinking of investment teams and present areas of concern or focus to additional Wellington stakeholders for further review. They also help shape Wellington’s risk culture, mentor colleagues, and contribute to our ongoing dialogue about thoughtful, disciplined risk-taking.

This role embodies our cultural mantra: Client, Firm, Self—anchored in intellectual rigor, humility, and partnership.

RESPONSIBILITIES
• Apply quantitative analysis, judgment, and curiosity to help investors align risk with conviction and make better decisions.
• Proactively identify and communicate changes in portfolio risk dynamics, concentrations, and unintended exposures.
• Orchestrate and analyze data, translating complex information into clear, actionable insights that inform portfolio decisions and strengthen investment skill.
• Ensure reports, dashboards, or other tools of the Risk Management process are scalable, robust, and properly executed. This includes reviewing for accuracy, with outliers or areas of concern highlighted to investors
• Partner with investors and managers to integrate analytics into coaching and development, fostering reflection and continuous learning.
• Contribute to Wellington’s risk culture by mentoring colleagues and promoting disciplined, thoughtful risk-taking.

QUALIFICATIONS
• 7+ years of experience in portfolio analysis, risk management, or quantitative investment analytics
• Proven ability to partner effectively with investors and senior stakeholders, bringing clarity and insight to complex discussions
• Strong equity market knowledge, preferably with experience in hedge fund analytics. Familiarity with other asset classes such as fixed income and commodities is a plus. Proven derivatives risk expertise across equities, rates, FX, credit, and commodities.
• Strong understanding of portfolio construction, equity markets, and risk analytics
• Proficiency in Python, SQL, and market data tools (e.g., FactSet, Bloomberg)
• Demonstrated ability to analyze and synthesize complex data into clear, actionable recommendations
• Excellent communication and storytelling skills—able to translate technical concepts into meaningful insights
• A proactive, collaborative mindset with the ability to influence without authority and coach others toward better decision-making
• Advanced degree and/or professional designation (CFA, CAIA, or FRM) preferred

LOCATION
The Investment Risk Strategist, Equity Hedge Funds 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 .

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 120,000 - 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/CFAreimbursement 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.