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 RoleWELLINGTON MANAGEMENT
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With US$943 billion in assets under management as of 31 March 2016, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 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.
The Position
Wellington Management is seeking an experienced Lead Systems Analyst to join the Research Technology team within Investment Platform Technology. This role is focused on the evolution of our proprietary investor research platform which supports company research, manager research, ESG and sustainability, research capture and publishing, investment recommendations and coverage management.
The Lead Systems Analyst will play a critical role in shaping Wellington’s research capabilities and where AI can make those capabilities faster, more insightful, and repeatable across teams. This individual will lead analysis for complex initiatives, translating investor workflows and research needs into scalable, high-quality technology solutions that support the firm’s global investment platform.
Responsibilities
· Partner directly with investors and research analysts to understand how they capture insights, collaborate, reuse investment knowledge, and make decisions.
· Identify and shape opportunities to integrate AI into investment research workflows, and work with technology teams to turn those into solutions that investors trust and adopt.
· Lead end-to-end analysis for research technology initiatives and platform enhancements, translating investor needs and workflows into clear functional requirements, user stories, and acceptance criteria.
· Collaborate with engineers, architects, and product teams to evaluate solution approaches, tradeoffs, and implementation impacts.
· Drive alignment across stakeholders by facilitating discussions between investment professionals and technology teams.
· Support delivery from concept through release, including solution design reviews, testing, and rollout readiness.
· Identify opportunities to enhance investor workflows, improve research capabilities, and increase platform usability and performance based on direct investor feedback.
· Drive high-quality Agile practices, including well-formed epics and user stories, clear acceptance criteria backlog readiness, and active participation in sprint planning, reviews, and retrospectives.
Qualifications
· Bachelor’s degree in Computer Science, Business, Economics, Finance or related subject.
· 8+ years of experience as a Systems Analyst, Business Analyst, or similar role within complex technology environments.
· Exceptional communication and facilitation skills, with the ability to engage directly with investors and research analysts to understand complex investment workflows and research needs.
· Strong analytical and problem-solving skills, with the ability to structure ambiguity, evaluate tradeoffs, and make clear recommendations.
· Demonstrated experience leading analysis efforts across cross-functional teams and coordinating requirements across multiple systems.
· Hands-on experience using AI across the software development lifecycle, including analysis, user story writing, prototyping, testing, and in some cases coding.
· Experience working in Agile or iterative development environments.
· Excellent data analysis skills, with ability to evaluate and interpret data to produce conclusions and recommendations based on findings
· Advanced SQL and relational database skills
Preferred Qualifications
· Strong understanding of the asset management industry and investor workflows.
· Experience working directly with portfolio managers, research analysts, or investment teams.
· Experience with investment data concepts such as holdings, transactions, security master, analytics, and performance.
Understanding of financial instruments such as stocks, bonds, swaps, options, futures, forwards, derivatives and FX.
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].
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 90,000 - 180,000This 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 and 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.
Skills Required
- Bachelor's degree in Computer Science, Business, Economics, Finance, or a related subject
- 8+ years of experience as a Systems Analyst, Business Analyst, or in a similar role within complex technology environments
- Exceptional communication and facilitation skills
- Strong analytical and problem-solving skills
- Experience leading analysis efforts across cross-functional teams and coordinating requirements across multiple systems
- Hands-on experience using AI across the software development lifecycle, including analysis, user story writing, prototyping, testing, and sometimes coding
- Experience working in Agile or iterative development environments
- Excellent data analysis skills and ability to interpret data into conclusions and recommendations
- Advanced SQL and relational database skills
- Understanding of the asset management industry and investor workflows
- Experience working directly with portfolio managers, research analysts, or investment teams
- Experience with investment data concepts such as holdings, transactions, security master, analytics, and performance
- Understanding of financial instruments including stocks, bonds, swaps, options, futures, forwards, derivatives, and foreign exchange
Wellington Management Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wellington Management and has not been reviewed or approved by Wellington Management.
-
Retirement Support — Employer-funded retirement contributions and profit-sharing are frequently highlighted as standout elements of the package. The retirement program is often described as unusually strong and a major pillar of total rewards.
-
Healthcare Strength — Medical, dental, vision, and related coverage are characterized as comprehensive and well-regarded. Core health benefits are seen as a meaningful contributor to overall satisfaction.
-
Parental & Family Support — Parental leave and family supports are described as generous compared to common U.S. norms. Exact durations can vary by location or role, but family-related time off is consistently called out as a strength.
Wellington Management Insights
What We Do
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
