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 RoleAt Wellington Management, our appetite for technology is insatiable. We recognize that the world presents increasingly complex and fascinating questions that directly impact companies, economies, financial markets, and entire industries. We are building an innovative, industry‑leading technology platform to help answer those questions, and we are looking for talented individuals to help us do it.
As part of our expanding technology organization, you will help design, build, and evolve solutions that address today’s investment challenges while delivering real, measurable impact. Our technology platform must support a high degree of scale, sophistication, and reliability, and this complexity demands exceptional people. This is an opportunity to think big, solve meaningful problems, and positively influence outcomes for our clients.
JOB OVERVIEW
We are seeking a Senior Business Analyst to play a critical role in delivering solutions for our hedge fund investment teams. This role requires strong analytical skills, exceptional attention to detail, and the ability to translate complex business needs into scalable technology solutions.
The successful candidate will be a self‑starter who can manage multiple priorities, collaborate effectively across the organization, and operate comfortably in a fast‑paced, business‑critical environment. Excellent communication, organization, and delivery skills are essential, as is a strong desire to continuously learn and improve.
The Hedge Fund Technology team supports Wellington’s hedge fund investors and related internal investment teams by delivering technology solutions that enhance the efficiency, speed, and quality of complex investment decision‑making. Current initiatives include modernization of real‑time P&L capabilities, investor‑facing analytics, and broader hedge fund tooling. In this role, you will play a key part in shaping and delivering these platforms and services.
RESPONSIBILITIES
As a Senior Business Analyst, this individual will have the following responsibilities:
- Partner directly with business stakeholders at all levels to define, analyze, prioritize, and document requirements
- Act as a trusted advisor and advocate for business needs, balancing near‑term delivery with long‑term platform scalability
- Perform detailed systems analysis and produce clear functional specifications, workflows, and use cases for delivery teams
- Develop a deep understanding of internal systems, APIs, and datasets to inform solution design and assist with support efforts
- Collaborate closely with engineering teams to ensure timely delivery of high‑quality, scalable solutions
- Provide input into system design and support estimation, planning, and implementation scheduling
- Ensure solution quality by defining and enforcing testing standards, validation controls, and auditability requirements
- Perform hands‑on analysis for production issues and support user training and adoption
- Manage product releases and coordinate post‑release validation and stabilization
- Develop prototypes and support UX/UI design efforts where appropriate
- Assist with project management activities, including status reporting, dependency management, and issue tracking
QUALIFICATIONS
- 7+ years of experience in business analysis, with several years in investment management or financial services
- Proven experience working directly with business partners and leading end‑to‑end solution delivery
- Strong experience writing requirements, functional specifications, use cases, and test plans
- Solid understanding of portfolio management, investment workflows, and hedge fund operations; experience with portfolio management or portfolio implementation systems is a plus
- Broad understanding of asset classes (equities, fixed income, FX, derivatives) and key investment data concepts including holdings, transactions, analytics, performance, and risk
- Strong analytical and problem‑solving skills with exceptional attention to detail
- Excellent written and verbal communication skills
- Hands‑on data analysis experience, including strong SQL skills or experience with relational databases
- Experience with Python; familiarity with tools such as Tableau, JIRA, and version control systems (e.g., Git) is a plus
- Experience documenting and diagramming workflows using tools such as Visio
- Experience analyzing HTTP requests and responses using tools such as Postman or Hoppscotch
- Experience leveraging modern analytics, automation, or AI‑assisted tools (e.g., AI copilots, code assistants, workflow automation) to improve productivity, analysis, or documentation quality
- Ability to apply AI tools responsibly, with an understanding of data privacy, intellectual property, and model limitations
- Demonstrated interest in using AI and advanced tooling to enhance business analysis workflows, including requirements development, data exploration, testing, and knowledge discovery
- Comfort collaborating with engineering teams on data‑ and AI‑enabled solutions, even if not directly responsible for model development
- Ability to work independently and collaboratively in a fast‑paced, team‑oriented environment
- Intellectual curiosity and a demonstrated ability to learn new systems and concepts quickly
- CFA or other relevant financial certifications are a plus
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 80,000 - 150,000This 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
- 7+ years of business analysis experience, including several years in investment management or financial services
- Proven experience partnering with business stakeholders and leading end-to-end solution delivery
- Strong experience writing requirements, functional specifications, use cases, and test plans
- Solid understanding of portfolio management, investment workflows, and hedge fund operations
- Experience with portfolio management or portfolio implementation systems
- Broad understanding of asset classes and key investment data concepts (holdings, transactions, performance, risk)
- Strong analytical and problem-solving skills with exceptional attention to detail
- Excellent written and verbal communication skills
- Hands-on data analysis experience, including strong SQL skills or experience with relational databases
- Experience with Python
- Familiarity with Tableau, JIRA, and version control systems (e.g., Git)
- Experience documenting and diagramming workflows using tools such as Visio
- Experience analyzing HTTP requests/responses using Postman or Hoppscotch
- Experience leveraging modern analytics, automation, or AI-assisted tools (AI copilots, code assistants, workflow automation) and applying them responsibly
- Comfort collaborating with engineering teams on data- and AI-enabled solutions
- Ability to work independently and collaboratively in a fast-paced, team-oriented environment
- CFA or other relevant financial certifications
- Work from office 4 days per week (flexible 1 day remote)
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.
