Average Investment Specialist salary in London

About UsWellington 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 HEDGE FUND INVESTOR RELATIONSThe Hedge Fund Investor Relations group at Wellington Management works closely with investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. The investors that the team works with are specialized in alternative investments, specifically hedge fund strategies including Equity Long/Short, Global Macro, Credit and Multi-Strategy. By virtue of this specialization, the investors span a wide range of disciplines, asset classes, geographies, industries, and styles. The product management function has three main objectives: PRODUCT DEVELOPMENT AND MARKETING Contributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. INVESTMENT INTEGRITY AND RISK MANAGEMENT Acting as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducting regular product risk and performance attributions reviews, and contributing to formal, investment review group processes. BUSINESS MANAGEMENT Contributing to business management, including managing risk, capacity, pricing, and guidelines, leading the resolution of internal business challenges, and collaborating on product management business to share investment integrity, marketing and product development best practices. ROLE AND RESPONSIBILITIESThe Hedge Fund Investment Specialist will work as part of one or more product coverage teams, led by an Investment Director, covering Equity Long/Short strategies. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage. Over time, the Investment Specialist may also increasingly represent products externally to clients, prospects, and consultants. Responsibilities include performing analyses related to portfolio positioning, performance and risk, market trends, competitive positioning, and pricing. Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches. QUALIFICATIONS Success in the role requires a demonstrated interest in investment topics and passion for learning, as well as strong analytical skills. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines. Further qualifications include: • At least 6 years of relevant industry experience and a record of achievement. Experience at a hedge fund, alternative asset manager, sell-side firm or management consultancy desirable but not required • An MBA and/or CFA is desirable but not required • Strong critical thinking skills, comfort with ambiguity, and a willingness to take initiative • Advanced analytical skill including the ability to frame issues, identify important points, and draw conclusions • Attention to detail combined with a solutions-oriented, strategic mindset • Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective • Ability to write clearly and succinctly in a variety of communication settings • Articulate with an interest in developing presentation skills • Ability to work both independently and in collaboration with a global team • Strong technical skills; mastery of MS Excel and familiarity with Bloomberg and Factset are a plus but not essential • Ability to organize, manage, and prioritize time well • Grace under pressure with an ability to adapt and get things done • A global perspective and/or language skills are viewed favorably. • Willingness to travel 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 65,000 - 150,000 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 compensat

We are currently looking for ambitious graduates to join one of the UK's leading specialist Investment Managers based in their London office. Offering both Investment Management and Investment Advisory services. This firm has a unique approach as they are a purpose-built investment manager with an advisory mind-set who offers a dynamic and opportunistic approach to risk management, asset allocation and implementation. Currently managing £52bn in AUM, this is a great opportunity to gain experience in investment strategy, portfolio structuring, asset allocation and more. This is a supportive and inclusive environment where they truly value individuality in the business As an Analyst you will work with senior members of the team to deliver best-in-class investment solutions and judgement on a range of topics, including but not limited to: Investment strategyRisk managementPortfolio structuringInvestment governance Developing strong relationships with Institutional clients: Acting as a primary contact for day-to-day business and ad-hoc queries Attending meetings, presenting on a range of key topics Assist in the preparation of materials, including: Investment strategyPeriodic reports on portfolio construction, performance, portfolio positioning Markets and investment themesBespoke quantitative analysis e.g. scenario modelling Qualifications: Analysts will work towards the CFA qualification

We are currently partnering with an esteemed national investment management company to recruit an experienced Investment Administrator or IFA Administrator with expert-level knowledge of the IRESS Xplan CRM system to join their team in London. Key Responsibilities: Manage and lead a team to ensure efficient trade and onboarding implementation, always prioritizing client outcomes.Oversee and optimize administrative processes, including client onboarding, transfers, asset investment, and portfolio rebalancing.Develop and implement process improvements, leveraging innovative software solutions and enhancements to existing systems.Lead projects related to Xplan CRM, enhancing business processes across client reporting, management information (MI) reporting, and portfolio rebalancing.Collaborate with compliance teams to ensure adherence to FCA regulations, including Consumer Duty procedures.Work with external providers and contractors to ensure business requirements are met.Provide technical support and ongoing enhancements to the Xplan system with minimal external assistance. Key Requirements: Proficiency with IRESS Xplan CRM software with significant experience in process improvement and system optimization.Experience in managing teams and coordinating client onboarding and administrative functions.Strong knowledge of investment operations, including model portfolio updates, rebalancing, and reporting.Solid understanding of FCA regulatory requirements and Consumer Duty standards.Advanced Excel skills for data analysis and reporting.Proven experience in project management and delivering system enhancements. Experience: 3+ years of experience in a similar role within financial services, including technical analysis and investment portfolio management.Proven track record in working with Xplan CRM software and leading related system implementations and enhancements. On Offer: Competitive salary and benefits package, with the banding from £40,000 to £50,000 depending on experience.A collaborative and dynamic working environment.Opportunities for professional growth and development. For the opportunity to leverage your skillset at a highly-respected firm that prides itself on delivering exceptional client service and continuous improvement, please submit an application.