Business Intelligence Analyst, Investment Platform

$80,000 - $180,000/Yr

Wellington Management Company, LLP - Boston, MA

Full-time - Mid Level

Boston, MA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

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. The Analyst will be a member of the Investment Platform Business Intelligence team, part of the COO Function residing at the intersection of the investment functions. The group is building shared 'Centers of Excellence' to benefit all investment groups and ensure the platform is flexible and adaptable to changing client needs and market conditions. Located in Boston, the Analyst will report to the Associate Director, Business Intelligence.

Responsibilities

• Create, improve, and organize meaningful and timely management analytics to provide insight into the key drivers of our business success
• Analyze investment performance results and attribution to understand the drivers of investment performance and to evaluate the skill and impact of our investment professionals
• Perform various analyses to assist with complex strategic, transformational and growth initiatives
• Leverage an understanding of the investment process in order to marshal the right resources to allow our investors to exceed the performance expectations of our clients most efficiently and effectively
• Proactively improve processes and data flow across the investment platform
• Assist with the year-end performance evaluation and peer review process.

Requirements

• A minimum of 5 years of relevant professional experience in a technical role, ideally working within financial or business services
• Hands-on technical ability, including coding proficiency in languages and data visualization tools including, but not limited to, Tableau, SQL, and Python
• An understanding of global capital markets and a keen interest in understanding the investment process
• Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary
• Ability to navigate stressful situations with poise; focused on being a calming presence, active listener, and pragmatic problem solver
• Excellent business writing and Excel skills are required
• Strong academic credentials; a Bachelor's degree is required.

Nice-to-haves

• Proficiency in Tableau is required.
• The ability to creatively develop new ways to track, analyze and understand the drivers of business success is required.
• The ability to clearly communicate (both verbally and in writing), integrate numerous viewpoints, and mobilize/influence across all levels of the organization is critical.
• The flexibility and openness to continue learning, evolving and growing as a Business Intelligence Analyst.

Benefits

• Retirement plan
• Health and wellbeing
• Dental, vision, and pharmacy coverage
• Health savings account
• Flexible spending accounts
• Commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back-up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)