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 RoleThe position
At Wellington Management you will continually learn, develop, and expand your skills. As part of an inclusive culture, you will meet smart, progressive individuals who will challenge you to solve problems, anticipate our clients’ needs, and enhance our proprietary systems and platforms.
This is a great opportunity for a Senior Systems Analyst to join a strong, collaborative team in a role focusing on analysis and problem solving. The individual will be responsible for supporting and partnering with Portfolio Managers, Industry Analysts and Research Analysts to get the most out of our inhouse developed research and portfolio analysis platform including troubleshooting unexpected issues and advising on system functionality.
This position requires a high level of direct interaction with business users, excellent presentation, clear and concise communication and delivery skills. This individual must be a self-starter with the ability to multi-task and work on a variety of assignments with people at all levels of the organization.
Responsibilities
Interact directly and proactively with investment professionals at all levels of the organization as a trusted advisor
Proactively engage with IT, Operations and Investment colleagues to understand business process and how applications are used to facilitate it
Use business process/application knowledge to answer or intelligently research functional and technical questions from business partners and colleagues
Manage production incidents, ensure appropriate escalation, assist in determining root cause and prioritization of application fixes based on risk and ROI
Respond to requests for adhoc analysis as well as other information delivery solutions
Proactively engage in testing new system functionality as required, provide end user training and ensure appropriate support processes are in place for any system changes
Proactively identify issues and opportunities for improved methods and approaches to support investment processes
Profile requirements and qualifications
Minimum 3 years’ experience working in an application support team/environment in the financial services industry
Experience with investment data concepts such as holdings (e.g. exposures, look through, SOD, EOD, intraday…), transactions (e.g. open, executed, allocated…), security master (e.g. security set up, pricing, static data), analytics and performance (e.g. CTR, alpha, gain/loss)
Understanding of financial instruments such as equities, bonds, swaps, options, futures, forwards and FX
Hands-on knowledge of SQL and the ability to extract and analyse data to troubleshoot and fix issues.
Proactive analytical and problem-solving skills in investment management systems and data technologies
Hands-on experience working directly with investment professionals
Excellent written and verbal communications skills
High attention to detail and strong commitment to delivering quality, professional work is essential for this position.
Willingness and ability to work independently and as part of a global team, in a fast-paced, business-critical environment.
Experience in using AI tools such as Claude/GitHub Co-Pilot is advantageous
CFA Institute Claritas Certificate, CFA Charter or progress towards one 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 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 [email protected].
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.
