From Wellington Management's posting. “We” and “our” refer to the employer.
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.
The Security Analytics Technology team is responsible for delivering and supporting mission-critical platforms that enable Wellington’s investment professionals and the Investment Science and Analytics teams to price, analyze, and attribute the performance of securities across a wide range of asset classes. Our flagship analytics platform supports instrument pricing, analytics computation, and performance attribution, and is central to the firm’s investment decision-making and reporting processes.
We are seeking a Principal Business Analyst to drive the evolution and support of this platform. This role requires a deep understanding of all asset classes, the principles of financial instrument pricing, analytics, and performance attribution, combined with proven senior engineering skills and strong analytical and communication abilities.
The successful candidate will work closely with quantitative analysts, developers, and investment professionals to ensure the platform meets the evolving needs of the business, data quality standards, and industry best practices.
Act as the lead business analyst for the security analytics platform, with a focus on instrument pricing, analytics, and performance attribution capabilities.
Partner with quantitative research and investment teams to understand pricing and attribution methodologies and translate them into functional and technical requirements.
Lead initiatives to enhance analytics data quality, model transparency, and system robustness.
Collaborate with technology teams to ensure timely and accurate delivery of analytics features and enhancements.
Support production systems and act as a subject matter expert for analytics, pricing, and attribution inquiries and issue resolution.
Coordinate with internal stakeholders and external vendors during testing, validation, and implementation phases.
Maintain comprehensive documentation of business requirements, functional specifications, and support procedures.
Drive continuous improvement in analytics workflows, data integration, and user experience.
Minimum 10 years’ experience as a business systems analyst in the financial services industry, with a focus on security analytics, instrument pricing, or performance attribution.
Practical understanding of financial instruments including stocks, bonds, swaps, options, futures, forwards, asset-backed securities, and mortgages.
Deep understanding of all asset classes and the principles of financial instrument pricing.
Strong knowledge of analytics and performance attribution methodologies across asset classes.
Proven senior engineering skills, including hands-on experience in software design, development, and architecture.
Experience working with analytics and pricing vendors (e.g., Bloomberg, FactSet, MSCI).
Exposure to vendor valuation libraries and applications (e.g., Numerix, Calypso, FinCad).
Experience with investment data concepts such as holdings, transactions, security master, analytics, and performance.
Excellent written and verbal communication skills.
Strong analytical and problem-solving skills with high attention to detail.
Proven ability to build strong relationships with business partners and drive consensus across teams.
Experience writing requirements, functional specifications, use cases, and test plans.
Creative, innovative, and focused on continuous improvement.
Self-motivated and able to thrive in a fast-paced, result-oriented environment.
Ability to work independently and demonstrate ownership of outcomes.
Hands-on knowledge of SQL and relational database technology.
Expert knowledge of Java and Python are required.
Experience supporting critical production applications.
Solid understanding of the software development life cycle.
Bachelor’s degree required.
CFA Institute Claritas Certificate, CFA Charter, or progress toward one is considered an asset.
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 .
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 120,000 - 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 an d paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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