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 55 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 Business Analyst will primarily support responding to client RFIs/RFPs and due diligence questionnaires as well as providing transaction cost analysis (TCA) and commentary. In this role the incumbent will develop/coordinate Global Trading's responses to RFIs/RFPs and due diligence questionnaires as well as conduct transaction cost analysis (TCA) using externally and internally developed technology. Additionally, the Analyst will assist the broader team with a range of activities such as counterparty risk management, transaction regulatory reporting and commission management.
The analyst's primary responsibilities will include but will not be limited to:
Respond to client RFIs/RFPs and due diligence questionnaires
Produce and provide commentary on client transaction cost analysis (TCA)
Track and manage investment research budgets
Due diligence on brokers/counterparties
Oversight of client directed commission programs
Research/resolution of transaction regulatory reporting exceptions under MiFID/MIFIR, EMIR, ASIC and MAS
Assist other areas of the firm to support client needs and respond to general trading inquiries
Ad hoc tasks/projects as assigned
A Business Analyst must be able to work quickly and accurately under pressure, possess a high degree of analytical ability and have the ability to plan/prioritize tasks in a fluid environment. Team orientation and the ability to work in concert with external service providers and colleagues located around the world are essential. Successful candidates must have impeccable integrity, a fiduciary mindset, and the ability to consistently place the interest of our clients as the number one factor in judgment, decision-making and actions. Knowledge of equities, fixed income and foreign exchange is preferred but not required. Other attributes include:
Personal qualities and values that are consistent with, and would be additive to, Wellington Management's culture
Strong analytical and problem solving skills
Prior experience with responding to client RFIs/RFPs and due diligence questionnaires not required but desired
Proven organizational and communication skills with an emphasis on accuracy, concision and timeliness
Knowledge of Microsoft Office (Word, Access, Excel) is required and technical skills, such as data mining via SQL or experience with Tableau, will be viewed favorably
A college degree with at least four years relevant work experience
Graduate education and/or professional coursework/certifications will be differentiating
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 Wellington@icareerhelp.com.
Wellington Management Company, LLP