Job Information
Wellington Equity Research Analyst, Emerging Markets Opportunities in Central Hong Kong, Hong Kong
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
THE COMPANY
Tracing our roots to 1928, Wellington Management is one of the world’s largest independent investment management firms. With more than US$1 trillion in assets under management as of 30 June 2023, 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 nearly all segments of 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 culture of inclusivity 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.
THE POSITION
We are currently seeking to recruit an equity research analyst to join our established Emerging Markets Opportunities (EMO) Portfolio Management team. This team manages approximately US$1.5 billion in EM equities and their investment philosophy is based on investing over the long term in stocks that have the potential to double over 3-5 years. The team selects stocks bottom-up, across the market cap spectrum, without regard to benchmark, based on intensive fundamental research and access to corporate decision makers. The portfolio is opportunistic in its stock selection and will invest in ideas across the style and market cap spectrum. This team analyst will complement the existing team members, and will have a keen focus on small and mid cap companies in Emerging Markets. We believe a deep understanding of the markets in this jurisdiction will be key. The successful candidate will partner with the Portfolio Manager and team on all aspects of the investment and commercial process.
ESSENTIAL SKILLS
The following essential skills are required for the role:
Investment acumen and passion – The investor will have a deep understanding of EM markets, s/he will employ intensive, bottom-up fundamental research to drive the investment process which will help form differentiated views and allow the investor to communicate his/her findings to the EMO portfolio management teams as well as other emerging markets and global equity PMs within the firm, who manage portfolios on behalf of our clients. S/he must exhibit a fundamental, research oriented, bottom-up approach, with the ability to incorporate top-down perspectives such as sector and macro views. Furthermore, the investor will be able to consider those ideas through a highly analytical and detailed approach within the context of overall portfolio philosophy and process.
Superior collaboration and influencing skills – The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of company coverage, idea generation and potentially portfolio construction and risk management. S/he will build strong trusting relationships internally with colleagues and externally with company management teams. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; s/he must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important.
Growth mindset – The flexibility and openness to continue learning, evolving and growing as an investor is required. S/he will have both a local and global perspective as well as a creative approach for thinking about innovation and the continuing evolution of global capital markets.
QUALIFICATIONS
A successful candidate should have the following qualifications:
3 – 10 years of relevant experience with demonstrated success as an investment analyst and/or portfolio manager role
Investment experience in non-China Emerging Markets, and generalist background with small to mid cap bias is preferred
Strong bottom-up fundamental approach to research
Global perspective with a strong track record of making successful EM investment recommendations and generating alpha with a long investment horizon
Philosophical alignment with the team’s contrarian approach
Intellectual curiosity, able to ask questions that connect the dots
Self-awareness and self-confidence to be comfortable with taking risks and “being wrong”
Strong work ethic and attention to detail, passionate in investments/ research
Strong interpersonal and communication skills and experience in a collaborative, team-based, results-oriented environmentStrong academic credentials
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 r ace, 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 GMWTalentOperations@wellington.com .
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of 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 culture of inclusivity 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.
For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)