Wellington
Senior ETF Operations Analyst
Boston, MA, United States · Senior
Sponsorship not specified$90k-$180kDetected 30 days ago
ExcelProcess ImprovementResearchCommunicationTime ManagementMicrosoft OfficeInternal Audit
About the role
- Portfolio Operations within the Global Operations Group has an open position for a Senior ETF Operations Analyst.
- Once proficient and independent on these functions, the analyst will assist with the role out of a large ETF project for the firm.
Responsibilities
- Partner with Portfolio Management, Product Management, Investment Implementation, Trading, Operations, Technology, Legal and Compliance to effectively grow and operationalize our lineup of ETF products
- Collaborate with investment teams, Legal and Compliance to create and maintain ETF-specific policies and procedures, especially as they pertain to custom baskets.
- Help lead specific key initiatives that are critical to evolving our ETF business such as the build out of basket construction and tax-optimized trade routing
- Establish and maintain relationships across ETF Capital Markets including Authorized Participants (Aps), Market Makers, Third Party Technology and Data Vendors
- identify potential issues and their impact on internal controls and drive a course of action to mitigate risk
- Serve as thought partner to investment and product teams with an emphasis on minimizing capital gains
- 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
- Bachelor's Degree in Economics, Finance, Business Administration, or related field of study
- Individual must be an independent self-starter, a team player
- Proficiency in Microsoft Word and Excel
Nice to have
- 3+ years of relevant investment operations experience preferred
Compensation
- USD 90,000 - 180,000 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
- Solid Understanding of the ETF ecosystem and the operational aspects of launching & managing ETFs, as well as the benefits of the ETF structure
- 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.
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
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