Wellington Management Company, LLP
Boston, Massachusetts
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 Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. Our global investment platform is comprised of over 500 investment professionals across seven investment groups (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Investment Research, Risk & Science, and Investment Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets under management across the capital structure. We serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span 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, and inclusive culture 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 are seeking an HR Analyst to join the Generalist team supporting the Investment Platform. The HR Analyst will work with the Human Resource Relationship Managers (HRRMs), managers and employees to provide HR strategy and support across the seven investment groups. The HR Analyst will have the opportunity to work across multiple HR areas including talent strategy, performance management and compensation, talent development, employee relations, culture and community, and diversity, equity and inclusion. RESPONSIBILITIES This team provides high touch HR business partnership for an important part of the business. This is a terrific opportunity to develop and hone deep human resources skills and learn about the investment management business. This position is based in Boston. The HR Analyst will have the following responsibilities: Talent Strategy & Strategic Projects • Partner with HRRMs, Specialist teams across HR and Finance, managers and employees to lead our team's global and platform-wide collaboration of critical HR processes including the execution of performance management processes, culture and community initiatives, employee engagement analysis, compensation strategy, global relocation and immigration needs, talent development and skill-based development plans, diversity, equity and inclusion, and ad hoc questions. • Act as project manager for strategic talent projects and initiatives • Liaise with the Data Management and Talent Analytics team to drive data and analytical projects, reporting, and analysis. Focused on trend analysis and pattern recognition with attention to diversity, historical changes, recruitment practices, motivation, turnover, and compliance with employment laws and regulations. • Support the programming, onboarding, and assimilation of new joiners and interns to ensure successful connectivity and engagement Growth and Development • Staying intellectually curious and current on important HR topics for the business, both on an as needed basis for clients and for their own skill development as an HR practitioner is a critical skill. This may include reading HR publications, building HR certifications, learning new professional skills, and expanding knowledge on the asset management industry. • Over time, it is expected there will be an opportunity to creatively expand the role to align with business needs. REQUIREMENTS It is important that the ideal candidate is analytical, collaborative, an effective communicator, and intellectually curious. The desire to work independently and be resourceful to 'figure things out' with sound judgement is an important part of joining this high functioning, supportive, global team. Additional qualifications include: • 3+ years of experience in Human Resources / People experience required; Asset Management or Professional Services experience preferred • Ability to handle a high paced environment, be flexible and prioritize multiple demands, have a strong work ethic • Exceptional project and change management experience - results driven self-starter who can lead projects from inception through delivery • Ability to build strong relationships and a proven track record of positively collaborating with key stakeholders • Excellent communication, both written and verbal. Must be comfortable speaking up - ask good questions, drive clarity, and influence when necessary • Creative and pragmatic problem solver with ability to frame issues, identify important points, synthesize, and draw conclusions • Natural curiosity and desire to learn more about the investment management business • High attention to detail, able to analyze large quantities of data and information to identify patterns and root causes • Strong proficiency in Power Point, Excel, OneNote, Teams, and Workday is required • Bachelor's degree required 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 80,000 - 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 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)
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 Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. Our global investment platform is comprised of over 500 investment professionals across seven investment groups (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Investment Research, Risk & Science, and Investment Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets under management across the capital structure. We serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span 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, and inclusive culture 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 are seeking an HR Analyst to join the Generalist team supporting the Investment Platform. The HR Analyst will work with the Human Resource Relationship Managers (HRRMs), managers and employees to provide HR strategy and support across the seven investment groups. The HR Analyst will have the opportunity to work across multiple HR areas including talent strategy, performance management and compensation, talent development, employee relations, culture and community, and diversity, equity and inclusion. RESPONSIBILITIES This team provides high touch HR business partnership for an important part of the business. This is a terrific opportunity to develop and hone deep human resources skills and learn about the investment management business. This position is based in Boston. The HR Analyst will have the following responsibilities: Talent Strategy & Strategic Projects • Partner with HRRMs, Specialist teams across HR and Finance, managers and employees to lead our team's global and platform-wide collaboration of critical HR processes including the execution of performance management processes, culture and community initiatives, employee engagement analysis, compensation strategy, global relocation and immigration needs, talent development and skill-based development plans, diversity, equity and inclusion, and ad hoc questions. • Act as project manager for strategic talent projects and initiatives • Liaise with the Data Management and Talent Analytics team to drive data and analytical projects, reporting, and analysis. Focused on trend analysis and pattern recognition with attention to diversity, historical changes, recruitment practices, motivation, turnover, and compliance with employment laws and regulations. • Support the programming, onboarding, and assimilation of new joiners and interns to ensure successful connectivity and engagement Growth and Development • Staying intellectually curious and current on important HR topics for the business, both on an as needed basis for clients and for their own skill development as an HR practitioner is a critical skill. This may include reading HR publications, building HR certifications, learning new professional skills, and expanding knowledge on the asset management industry. • Over time, it is expected there will be an opportunity to creatively expand the role to align with business needs. REQUIREMENTS It is important that the ideal candidate is analytical, collaborative, an effective communicator, and intellectually curious. The desire to work independently and be resourceful to 'figure things out' with sound judgement is an important part of joining this high functioning, supportive, global team. Additional qualifications include: • 3+ years of experience in Human Resources / People experience required; Asset Management or Professional Services experience preferred • Ability to handle a high paced environment, be flexible and prioritize multiple demands, have a strong work ethic • Exceptional project and change management experience - results driven self-starter who can lead projects from inception through delivery • Ability to build strong relationships and a proven track record of positively collaborating with key stakeholders • Excellent communication, both written and verbal. Must be comfortable speaking up - ask good questions, drive clarity, and influence when necessary • Creative and pragmatic problem solver with ability to frame issues, identify important points, synthesize, and draw conclusions • Natural curiosity and desire to learn more about the investment management business • High attention to detail, able to analyze large quantities of data and information to identify patterns and root causes • Strong proficiency in Power Point, Excel, OneNote, Teams, and Workday is required • Bachelor's degree required 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 80,000 - 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 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)
State Street Corporation
Boston, Massachusetts
Who we are looking for As part of the IR team, the successful candidate will assist IR team members in the accurate and timely delivery of information and insight between the bank and the investment community, allowing the market to make an informed judgement about the fair value of STT. You'll be acting as a trusted internal adviser to senior management of the bank, delivering insightful feedback on the business performance in the context of the wider market. The IR analyst will play an integral role in supporting the Global Head of IR, the wider IR team and STT executives in preparing for quarterly earnings as well as industry investor conferences and meetings. The IR analyst will have responsibilities including financial modelling of STT, peer valuation, and the generation of timely market intelligence and surveillance. The position will work closely with the offices of the CEO and CFO, as well as other Management Committee members and business heads to coordinate efforts across multiple functions including legal, SEC reporting, finance and compliance. The position requires significant attention to detail, excellent written and verbal communication skills, an analytical mindset, an understanding of corporate finance as well as a demonstrated ability to deliver results within a fast-paced environment. The successful candidate will be employed at the level of Assistant Vice President (AVP). Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Investor Relations, AVP you will be Producing comprehensive qualitative and quantitative industry, peer, and STT- analysis, including financial and performance metrics to be distributed to senior management Providing timely market surveillance and intelligence to IR team members as well as senior business leaders Assisting in the development and management of complex documents such as earnings releases, management scripts and Q&A documents as well as presentation materials Attending internal meetings with executive management (CEO, CFO, Business Unit heads) to better understand the financial and strategic impact of management actions Assist in ad-hoc projects Proactively identifying and managing risk within the IR team What we value The Investor Relations (IR) team liaises between State Street Corporation (STT)'s Management Committee and its institutional shareholders (real money asset managers, pension funds, hedge funds etc.). IR is a strategic management responsibility that aims to integrate finance, communication, and securities law compliance to enable the most effective two-way communication between the company, the financial community, and other constituencies, which ultimately contributes to the company's stock valuation. Externally, IR makes public strategic, operating, and financial information which can help investors assess the company's performance, valuation and strategic vision. Internally, IR synthesizes and effectively communicates feedback from institutional investors and sell-side research analysts to help senior management set STT's strategic objectives as well as implementation plans. Education & Preferred Qualifications Investor Relations or sell-side experience is a requirement for this position A minimum of 5 years of experience within the following areas: Investor Relations, credit or equity sell-side research, corporate finance, or investment banking with a focus on banking or financials A high level of numeracy with a detailed knowledge of bank financial analysis and valuation techniques The ability to take initiative and execute independently to resolve complex issues CFA Charterholder or equivalent qualification highly desirable Highly motivated to deliver high value add projects in a fast-paced environment An uncompromising ability to maintain strict confidentiality, exercise sound judgment and the highest level of discretion in handling material non-public information Excellent interpersonal and communication skills coupled with an ability to be a credible adviser to senior stakeholders An understanding of the regulatory environment and requirements governing the U.S. banking and investment industry The ability to develop an excellent network of relationships within the bank A high level of attention to detail Strong presentation skills, with detailed knowledge of PowerPoint and Excel About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers
Who we are looking for As part of the IR team, the successful candidate will assist IR team members in the accurate and timely delivery of information and insight between the bank and the investment community, allowing the market to make an informed judgement about the fair value of STT. You'll be acting as a trusted internal adviser to senior management of the bank, delivering insightful feedback on the business performance in the context of the wider market. The IR analyst will play an integral role in supporting the Global Head of IR, the wider IR team and STT executives in preparing for quarterly earnings as well as industry investor conferences and meetings. The IR analyst will have responsibilities including financial modelling of STT, peer valuation, and the generation of timely market intelligence and surveillance. The position will work closely with the offices of the CEO and CFO, as well as other Management Committee members and business heads to coordinate efforts across multiple functions including legal, SEC reporting, finance and compliance. The position requires significant attention to detail, excellent written and verbal communication skills, an analytical mindset, an understanding of corporate finance as well as a demonstrated ability to deliver results within a fast-paced environment. The successful candidate will be employed at the level of Assistant Vice President (AVP). Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Investor Relations, AVP you will be Producing comprehensive qualitative and quantitative industry, peer, and STT- analysis, including financial and performance metrics to be distributed to senior management Providing timely market surveillance and intelligence to IR team members as well as senior business leaders Assisting in the development and management of complex documents such as earnings releases, management scripts and Q&A documents as well as presentation materials Attending internal meetings with executive management (CEO, CFO, Business Unit heads) to better understand the financial and strategic impact of management actions Assist in ad-hoc projects Proactively identifying and managing risk within the IR team What we value The Investor Relations (IR) team liaises between State Street Corporation (STT)'s Management Committee and its institutional shareholders (real money asset managers, pension funds, hedge funds etc.). IR is a strategic management responsibility that aims to integrate finance, communication, and securities law compliance to enable the most effective two-way communication between the company, the financial community, and other constituencies, which ultimately contributes to the company's stock valuation. Externally, IR makes public strategic, operating, and financial information which can help investors assess the company's performance, valuation and strategic vision. Internally, IR synthesizes and effectively communicates feedback from institutional investors and sell-side research analysts to help senior management set STT's strategic objectives as well as implementation plans. Education & Preferred Qualifications Investor Relations or sell-side experience is a requirement for this position A minimum of 5 years of experience within the following areas: Investor Relations, credit or equity sell-side research, corporate finance, or investment banking with a focus on banking or financials A high level of numeracy with a detailed knowledge of bank financial analysis and valuation techniques The ability to take initiative and execute independently to resolve complex issues CFA Charterholder or equivalent qualification highly desirable Highly motivated to deliver high value add projects in a fast-paced environment An uncompromising ability to maintain strict confidentiality, exercise sound judgment and the highest level of discretion in handling material non-public information Excellent interpersonal and communication skills coupled with an ability to be a credible adviser to senior stakeholders An understanding of the regulatory environment and requirements governing the U.S. banking and investment industry The ability to develop an excellent network of relationships within the bank A high level of attention to detail Strong presentation skills, with detailed knowledge of PowerPoint and Excel About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers