Analyst Technology

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
We are seeking an experienced equity investor to be a key member of our Technology team within Global Industry Research (GIR) with responsibility for conducting research and making investment recommendations within the global software sector, including front and back office applications, as well as analytics. With over $147B invested in technology, across over 50 Portfolio Managers, this represents a flagship franchise for Wellington. Software is a significant coverage universe, representing 28% of our total technology assets owned. The broad technology team includes over 20 colleagues across public and private markets.
Our Global Industry Analysts (GIA's) are the firm's subject matter experts for their respective sectors. Their job is to generate superior investment returns through fundamental company, sector and industry research and analysis. GIA's set their own research agendas which are core to their individual philosophy and process. They are expected to be thought leaders in their respective sectors. Our most successful GIA's demonstrate a consistent ability to generate differentiated investment insights and effectively guide a broad range of diversified PMs into what they view as the most compelling and differentiated investment ideas across their opportunity set. Our GIA team also serves as Portfolio Managers. They have the privilege of managing significant client assets across multiple concentrated alpha sleeves as part of our $150 billion research portfolios suite of products in addition to other client solutions.
Our GIA's impact extends far beyond the research they are doing and the assets they are managing. As a subject matter expert, they have the ability to influence a broader range of portfolio managers that manage across a range of investment styles, regions, time horizons, including benchmark-relative, total return and long/short investment strategies. Our investment culture thrives with rich, rigorous and respectful debate of insights, assumptions and thesis across multiple independent perspectives, often with unique client objectives and individual portfolio team processes. Our GIAs are at the core of this debate - igniting and contributing to the debate with the common goals of generating superior investment returns for our clients.
ESSENTIAL SKILLS

Stock Picking Acumen, Alpha Generating Skill and Passion o Ability to be forward-looking, comprehend the factors influencing a stock, and discern its critical drivers. Demonstrated track record of successful stock recommendations based on a philosophy and process that enables the consistent generation of alpha across the healthcare sector.
o Comfort with ambiguity and taking risk.
o Possess a highly analytical and discerning mindset with robust risk and valuation framework.
o Creative and differentiated approach to identifying emerging company, sector trends and key inflection points with data agility and ability to build own data sets.
o Intellectual curiosity and differentiated thinking that translate into research insights.

Communication, Collaboration and Ability to Influence o Proven ability to develop deep, long-term relationships with company management teams.
o Love to develop strong and trusting relationships through respectful and rigorous debate of action- oriented investment ideas and stocks in a highly interactive environment; willingness to work with others to build on ideas, to expand volume of stocks discussed, and a willingness to embrace opposing views.
o Ability to influence investment decision making of portfolio managers.
o Speak and write concisely, with conviction and action orientation.

Growth Mindset o Relentlessly self-reflective and focused on 'getting better' – in their skills and decision-making.
o Desire to learn from and embrace different perspectives.
o Seek out and incorporate feedback with a desire to constantly learn and improve.
o Work ethic, grit and intense desire to 'win' (against market versus one another)
o Orientation to incorporate new tools, data and technology into research process. QUALIFICATIONS
Additional qualifications and characteristics:
A minimum of 10+ years of technology investing experience, ideally with specific risk-taking experience in software companies. Skill to identify key drivers of an industry, company and stock, and creativity to think through innovation/long term stock winners and losers. The capacity to discern the primary factors influencing a specific industry and the companies within it. Exceptional analytical and valuation skills and the ability to make meaningful connections across a given sector. A global perspective and orientation, with the ability to think strategically and tactically within the technology sector. Dedication to fiduciary responsibility, with an unwavering commitment to achieving positive client outcomes, and upholding the highest standards of personal and professional integrity and ethics. Ability to prioritize effectively and independently, taking full accountability and ownership of the narrative. Strong academic credentials; MBA or CFA/CAIA strongly preferred.
LOCATION
The Global Industry Analyst will be based in Wellington's Global Headquarters in Boston, MA. Location in Wellington's New York and Chicago offices, with regular travel to Boston, will also selectively be considered.
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APPLICATION INSTRUCTIONS
To submit an application, please follow the link below:


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 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)