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 RolePosition Summary
We are seeking an experienced Senior Business Analyst to join our Regulatory Technology team. This role serves as a key liaison among Regulatory Reporting, Compliance, Legal, Risk, and Technology teams, translating complex requirements into strategic, scalable solutions. The position combines business and data analysis, regulatory expertise, and technical knowledge to strengthen reporting, compliance monitoring, risk management, and operational controls.
The ideal candidate is self-motivated, analytical, and proficient in SQL. They thrive in a fast-paced environment and translate business and regulatory requirements into effective technology solutions.
The candidate will partner directly with Wellington’s Global Regulatory Reporting and Legal teams, apply current industry tools and practices, and contribute to the design, implementation, and support of the Regulatory Technology application suite.
Responsibilities
- Partner with Regulatory Reporting, Legal, Compliance, and Technology teams to define and document business requirements.
- Lead requirements sessions, stakeholder workshops, process reviews, and data analysis.
- Analyze regulatory, compliance, and risk workflows to identify automation and process improvements.
- Create and maintain BRDs, functional specifications, user stories, process flows, data mappings, and test plans.
- Work with development, QA and Support teams throughout the SDLC to ensure requirements are implemented accurately.
- Perform data analysis, validation, reconciliation, and root-cause investigation using SQL and reporting tools.
- Support regulatory change and technology modernization initiatives across global programs.
- Coordinate with offshore development and consulting teams to clarify requirements, prioritize deliverables, and drive execution.
- Lead UAT, production validation, and implementation activities.
- Use AI tools such as Microsoft Copilot to improve requirements management, documentation, analysis, testing, and productivity.
- Apply cloud technologies and data platforms to regulatory reporting and compliance solutions.
Required Qualifications
- Bachelor’s degree.
- At least 7 years of business analysis experience partnering with Investment Technology and business teams.
- Cross-functional expertise in investment management, regulatory reporting, compliance, and technology platforms.
- Ability to translate business needs into technical solutions and communicate with business and technology stakeholders.
- Strong analytical, critical-thinking, and problem-solving skills.
- Advanced SQL and data analysis skills.
- Strong knowledge of risk management, regulatory controls, compliance systems, and reporting workflows.
- Experience gathering, documenting, and managing complex business and technical requirements.
- Excellent written and verbal communication, stakeholder influence, and consensus-building skills.
- Ability to work independently in a collaborative, fast-paced environment.
- Experience with Agile, Scrum, Waterfall, or hybrid delivery methods.
- undefined
Preferred Qualifications
- Experience with AWS services, including EC2, S3, Athena, and CloudWatch.
- Hands-on Python experience in data analysis, automation, scripting, reporting, and process optimization.
- Experience using generative AI tools such as Microsoft Copilot or ChatGPT to improve analysis, documentation, testing, and efficiency.
- Experience working with offshore development teams and consulting partners.
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
- At least 7 years of business analysis experience partnering with Investment Technology and business teams
- Cross-functional expertise in investment management, regulatory reporting, compliance, and technology platforms
- Ability to translate business needs into technical solutions and communicate with business and technology stakeholders
- Strong analytical, critical-thinking, and problem-solving skills
- Advanced SQL and data analysis skills
- Strong knowledge of risk management, regulatory controls, compliance systems, and reporting workflows
- Experience gathering, documenting, and managing complex business and technical requirements
- Excellent written and verbal communication, stakeholder influence, and consensus-building skills
- Ability to work independently in a collaborative, fast-paced environment
- Experience with Agile, Scrum, Waterfall, or hybrid delivery methods
- Experience with AWS services including EC2, S3, Athena, and CloudWatch
- Hands-on Python experience in data analysis, automation, scripting, reporting, and process optimization
- Experience using generative AI tools such as Microsoft Copilot or ChatGPT
- Experience working with offshore development teams and consulting partners
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.
