About this role
Investment Analyst at Wellington. Location: Boston, Massachusetts, United States. Role: analyzing portfolios, creating materials, responding queries Requirements: 1-2 years relevant experience; bachelor's degree in finance/accounting/business preferred; CFA preferred or pursuing; strong Microsoft Excel and data analysis skills; knowledge of alternatives, fixed income and equity markets; strong communication. Category: Finance Seniority: Entry Level Tools: Microsoft Excel Certifications: cfa Commitment: Full Time Workplace: Hybrid Languages: English