Wellington

Principal, Business Analyst

Boston, MA, United States · Principal

Sponsorship not specified$120k-$225kDetected 27 days ago

PythonJavaSQLExcelValuationResearchCommunicationProblem SolvingCFA

About the role

This role requires a deep understanding of all asset classes, the principles of financial instrument pricing, analytics, and performance attribution, combined with proven senior engineering skills and strong analytical and communication abilities.
The successful candidate will work closely with quantitative analysts, developers, and investment professionals to ensure the platform meets the evolving needs of the business, data quality standards, and industry best practices.

Act as the lead business analyst for the security analytics platform, with a focus on instrument pricing, analytics, and performance attribution capabilities.
Lead initiatives to enhance analytics data quality, model transparency, and system robustness.
Collaborate with technology teams to ensure timely and accurate delivery of analytics features and enhancements.
Support production systems and act as a subject matter expert for analytics, pricing, and attribution inquiries and issue resolution.
Drive continuous improvement in analytics workflows, data integration, and user experience.
Proven senior engineering skills, including hands-on experience in software design, development, and architecture.
Partner with quantitative research and investment teams to understand pricing and attribution methodologies and translate them into functional and technical requirements.
Maintain comprehensive documentation of business requirements, functional specifications, and support procedures.
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.

Minimum 10 years' experience as a business systems analyst in the financial services industry, with a focus on security analytics, instrument pricing, or performance attribution.
Strong knowledge of analytics and performance attribution methodologies across asset classes.
Experience working with analytics and pricing vendors (e.g., Bloomberg, FactSet, MSCI).
Experience with investment data concepts such as holdings, transactions, security master, analytics, and performance.
Experience writing requirements, functional specifications, use cases, and test plans.
Ability to work independently and demonstrate ownership of outcomes.
Hands-on knowledge of SQL and relational database technology.
Expert knowledge of Java and Python are required.
Experience supporting critical production applications.
Bachelor's degree required.

USD 120,000 - 225,000 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.

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

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.

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