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 RoleWe are seeking a Performance Analyst to join our Performance Team. This role will focus on supporting the delivery of accurate, timely performance and attribution analysis across a broad range of investment strategies. The ideal candidate will bring strong analytical capabilities, attention to detail, and a desire to develop expertise in performance measurement, investment analytics, and data-driven insights.
Key Responsibilities
Support the production and validation of portfolio performance and attribution results across asset classes
Analyze performance drivers and assist in communicating insights to investment, product, and client-facing teams
Monitor and investigate data quality and performance discrepancies, working with internal teams to resolve issues
Collaborate with investment, operations, and technology teams on performance-related workflows
Assist in maintaining and improving performance reporting processes, controls, and documentation
Contribute to automation and efficiency initiatives (e.g., SQL, Python, reporting tools)
Support composite and benchmark-related processes
Participate in ongoing enhancement of analytics, tools, and reporting infrastructure
Qualifications
Bachelor’s degree in Finance, Economics, Mathematics, or a related field
1–3 years of experience in investment performance, analytics, or operations
Strong analytical and problem-solving skills with attention to detail
Basic understanding of investment concepts (equity, fixed income, or multi-asset)
Proficiency in Excel; familiarity with SQL and/or Python is a plus
Strong written and verbal communication skills, with the ability to interact effectively with business, operations, and technology stakeholders.
Self‑motivated and able to manage multiple priorities in a fast paced, evolving technical environment.
Interest in pursuing CFA or CIPM preferred
Preferred Qualifications
Intellectual curiosity about investment strategies and markets
Interest in automation, data platforms, and AI-driven analytics
Collaborative mindset with ability to work across teams
Exposure to investment data domains such as performance measurement, benchmarks, attribution, analytics, holdings, or transactions.
Experience validating or reconciling system outputs (e.g., calculations, reports, or data feeds) against business expectations.
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 Finance, Economics, Mathematics, or a related field
- 1-3 years of experience in investment performance, analytics, or operations
- Strong analytical and problem-solving skills with attention to detail
- Basic understanding of investment concepts (equity, fixed income, or multi-asset)
- Proficiency in Excel
- Familiarity with SQL
- Familiarity with Python
- Strong written and verbal communication skills
- Self-motivated and able to manage multiple priorities in a fast-paced environment
- Interest in pursuing CFA or CIPM
- Exposure to investment data domains (performance measurement, benchmarks, attribution, holdings, transactions)
- Experience validating or reconciling system outputs (calculations, reports, data feeds)
- Interest in automation, data platforms, and AI-driven analytics
- Collaborative mindset with ability to work across teams
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.
