Benchmark Analyst
- Employer
- Wellington Management Company, LLP
- Location
- London, United Kingdom
- Salary
- Competitive
- Closing date
- Mar 29, 2023
View more
- Job Function
- Operations
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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About Us
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.
About the Role
Overview
The Benchmark Analyst role on the Benchmark Team utilizes proprietary and vendor-based systems to create and maintain official and custom security level indices with a focus on daily oversight to ensure accurate data for use in the investment process. The Analyst will work closely with internal departments including Portfolio Management, Investment Products & Fund Strategies, and other functional areas across the firm to provide analysis and guidance on benchmark related inquiries and business issues.
Responsibilities
* Develop deep understanding of our index data providers and their calculation methodologies. Develop creative solutions to replicate indices and perform quantitative index analysis upon request.
*Improve processes, workflow and cross-functional communication; enrich both benchmark data and the role by recommending and implementing enhancements to our benchmark applications; seek opportunities to take initiative, improve controls and decrease operational and financial risk.
*Cultivate relationships with fixed income and equity index providers to resolve ad-hoc and custom requests originating from our business partners; facilitate the broad communication of index changes and their impact to the business.
*Develop detailed knowledge of how the Firm uses benchmark information and its impact on the investment process
and client reporting.
*Collaborate with Information Technology to develop, test and integrate technology solutions to enhance our benchmark reporting and analysis tools.
*Work closely with Product Management and Global Relationship Management on client benchmark interpretation
requirements, performance and attribution reporting.
*Work with colleagues within Infrastructure Design, Investment Systems, and Guideline Monitoring to ensure data
integrity including derivatives representation and performance.
Qualifications
*The candidate must be highly knowledgeable of security data in an operational setting. Additional performance, attribution, and derivatives experience would be advantageous.
*Demonstrate excellent analytical and communication skills, and strong attention to detail.
*Have a proven track record of initiating and implementing change.
*Comfortable using or learning different systems and applications including Excel, Access, Bloomberg, Geneva, FactSet and PL-SQL.
*Demonstrate the ability to work under pressure and prioritize support and project work.
*Have a strong academic background. A bachelors degree is required. A post-graduate or professional qualification (e.g. CFA), or progress towards one, is desirable.
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 .
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.
About the Role
Overview
The Benchmark Analyst role on the Benchmark Team utilizes proprietary and vendor-based systems to create and maintain official and custom security level indices with a focus on daily oversight to ensure accurate data for use in the investment process. The Analyst will work closely with internal departments including Portfolio Management, Investment Products & Fund Strategies, and other functional areas across the firm to provide analysis and guidance on benchmark related inquiries and business issues.
Responsibilities
* Develop deep understanding of our index data providers and their calculation methodologies. Develop creative solutions to replicate indices and perform quantitative index analysis upon request.
*Improve processes, workflow and cross-functional communication; enrich both benchmark data and the role by recommending and implementing enhancements to our benchmark applications; seek opportunities to take initiative, improve controls and decrease operational and financial risk.
*Cultivate relationships with fixed income and equity index providers to resolve ad-hoc and custom requests originating from our business partners; facilitate the broad communication of index changes and their impact to the business.
*Develop detailed knowledge of how the Firm uses benchmark information and its impact on the investment process
and client reporting.
*Collaborate with Information Technology to develop, test and integrate technology solutions to enhance our benchmark reporting and analysis tools.
*Work closely with Product Management and Global Relationship Management on client benchmark interpretation
requirements, performance and attribution reporting.
*Work with colleagues within Infrastructure Design, Investment Systems, and Guideline Monitoring to ensure data
integrity including derivatives representation and performance.
Qualifications
*The candidate must be highly knowledgeable of security data in an operational setting. Additional performance, attribution, and derivatives experience would be advantageous.
*Demonstrate excellent analytical and communication skills, and strong attention to detail.
*Have a proven track record of initiating and implementing change.
*Comfortable using or learning different systems and applications including Excel, Access, Bloomberg, Geneva, FactSet and PL-SQL.
*Demonstrate the ability to work under pressure and prioritize support and project work.
*Have a strong academic background. A bachelors degree is required. A post-graduate or professional qualification (e.g. CFA), or progress towards one, is desirable.
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 .
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