Wellington

Wellington

Senior Business Analyst, Hedge Funds Technology

Boston, MA, United States · Senior

Sponsorship not specified$80k-$150kDetected 30 days ago
PythonGitSQLData AnalysisData VisualizationUI DesignProject ManagementJiraExcelIntellectual PropertyControlsPostmanResearchCommunicationCFA

About the role

  • At 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.
  • This is an opportunity to think big, solve meaningful problems, and positively influence outcomes for our clients.

Responsibilities

  • Partner directly with business stakeholders at all levels to define, analyze, prioritize, and document requirements
  • 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
  • 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
  • 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.

Requirements

  • 7+ years of experience in business analysis, with several years in investment management or financial services
  • Hands‑on data analysis experience, including strong SQL skills or experience with relational databases
  • 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
  • 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
  • Experience with Python; familiarity with tools such as Tableau, JIRA, and version control systems (e.g., Git) is a plus
  • Demonstrated interest in using AI and advanced tooling to enhance business analysis workflows, including requirements development, data exploration, testing, and knowledge discovery

Nice to have

  • Solid understanding of portfolio management, investment workflows, and hedge fund operations
  • experience with portfolio management or portfolio implementation systems is a plus
  • Experience with Python
  • familiarity with tools such as Tableau, JIRA, and version control systems (e.g., Git) is a plus

Skills

  • Excellent communication, organization, and delivery skills are essential, as is a strong desire to continuously learn and improve.

Compensation

  • USD 80,000 - 150,000 This 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.

Benefits

  • Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

Company info

  • 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 building an innovative, industry‑leading technology platform to help answer those questions, and we are looking for talented individuals to help us do it.
  • We are seeking a Senior Business Analyst to play a critical role in delivering solutions for our hedge fund investment teams.

Visa & Work Authorization

  • 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

This listing is sourced directly from Wellington's careers page and normalized into a canonical job model.