Wellington Management is a global investment management firm offering comprehensive capabilities across various capital markets. They are seeking a Performance Analyst to support accurate performance and attribution analysis for diverse investment strategies, requiring strong analytical skills and attention to detail.
Responsibilities
- Support the production and validation of portfolio performance and attribution results across asset classes
- Analyze performance drivers and assist in communicating insights to investment, product, and client-facing teams
- Monitor and investigate data quality and performance discrepancies, working with internal teams to resolve issues
- Collaborate with investment, operations, and technology teams on performance-related workflows
- Assist in maintaining and improving performance reporting processes, controls, and documentation
- Contribute to automation and efficiency initiatives (e.g., SQL, Python, reporting tools)
- Support composite and benchmark-related processes
- Participate in ongoing enhancement of analytics, tools, and reporting infrastructure
Skills
- Bachelor's degree in Finance, Economics, Mathematics, or a related field
- 1–3 years of experience in investment performance, analytics, or operations
- Strong analytical and problem-solving skills with attention to detail
- Basic understanding of investment concepts (equity, fixed income, or multi-asset)
- Proficiency in Excel; familiarity with SQL and/or Python is a plus
- Strong written and verbal communication skills, with the ability to interact effectively with business, operations, and technology stakeholders
- Self‑motivated and able to manage multiple priorities in a fast paced, evolving technical environment
- Interest in pursuing CFA or CIPM preferred
- Intellectual curiosity about investment strategies and markets
- Interest in automation, data platforms, and AI-driven analytics
- Collaborative mindset with ability to work across teams
- Exposure to investment data domains such as performance measurement, benchmarks, attribution, analytics, holdings, or transactions
- Experience validating or reconciling system outputs (e.g., calculations, reports, or data feeds) against business expectations
Benefits
- Discretionary Corporate Bonus and/ or Incentives, if eligible
- Retirement plan
- Health and wellbeing
- Dental
- Vision
- Pharmacy coverage
- Health savings account
- Flexible spending accounts and 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)
- Flexible work environment that enables employees to thrive personally and professionally
- Employees work from our offices 4 days a week with flexibility to work remotely 1 day a week
Company Overview
Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves. It was founded in 1933, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is http://wellington.com.