Lead Business Analyst

WELLINGTON MANAGEMENT

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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

At Wellington Management our appetite for technology is insatiable. We recognize that the world is full of fascinating questions that will impact the future of companies, economies, financial markets, and entire industries. We want you to help us find answers to these questions by building and evolving our innovative, industry leading, technology platform. We are seeking qualified candidates to join our expanding technology team. Together, you will not only dream up solutions to today's investment challenges, but you will build them to see real-life results. Technology needs are advancing, and this level of complexity requires a highly sophisticated well-managed technology platform that is built by people like you. This is your chance to build something incredible. We want you to think big, to solve challenges, and positively impact our clients.

JOB OVERVIEW

We are currently seeking a strong Lead Systems Analyst to play a key role, deliver solutions to our business partners, solve complex problems, and strive to advance and sustain world-class technology platforms. This position requires strong analytical skills, with a high attention to detail, and a desire to analyze and solve complex problems. This individual must be a self-starter with the ability to multi-task and work on a variety of assignments with people across the organization. Excellent organization, communication, and delivery skills are required. This individual must be a team player with a desire and willingness to learn.

The Portfolio Implementation Technology team is responsible for delivering technology solutions to support Wellington's investment teams. The team plays a critical role in our firm's success by providing technical solutions which improve the efficiency, speed and quality of the highly complex investment decision-making process.

RESPONSIBILITIES

• Interact directly with business partners at all levels of the organization to define, analyze, and document requirements, as well as set priorities

• Act as a champion and trusted advisor for the needs of the business partners

• Conduct a thorough systems analysis for business requirements and provide functional specifications with detailed use cases to the delivery team

• Develop a strong partnership with the delivery team to ensure on time, scalable, and high-quality business solutions

• Perform gap analysis between investment process and existing systems

• Provide input into system design to help the programming teams define effort and implementation schedules

• Create prototypes and assist with systems design to optimize user experience

• Provide hands-on analysis for support issues and assist with user training

• Manage product releases and assist with post-release testing

• Provide guidance, and supervision, of junior members of the team, as well as onshore and offshore consultants

• Demonstrate strong project management and leadership skills with ability to handle multiple activities in a dynamic fast paced environment

• Provide regular status reporting and issue tracking

QUALIFICATIONS

• Minimum of 5 years of experience working in an analytical role within the financial industry

• Strong understanding of multiple asset classes (equities, fixed income, foreign exchange, derivatives)

• Excellent written and verbal communication skills

• Strong analytical and problem-solving skills, with high attention to detail

• Strong client relationship skills and proven ability to build consensus

• Experience working directly with business partners to understand their needs and deliver solutions that meet those needs

• Experience writing requirements, functional specifications, use cases, and test plans

• Change agent, creative, innovative, and focused on continuous improvements

• Self-motivated and willing to work in an energetic, fast paced team environment

• A strong team player, with ability to work in collaboration across teams

• Intellectual curiosity and interest to learn independently and from peers

• Experience documenting/diagramming workflows, such as Visio

• Good understanding of various financial instruments as well as investment data concepts such as holdings, transactions, analytics, performance, risk will be a plus

• Strong data analysis skills along with hands-on knowledge of SQL, or another relational database technology

• Financial qualifications, such as the CFA, would be advantageous

• Any experience with Python, Jira or Git would also be advantageous

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 GMCANINQ@wellington.com .