Lead Systems Analyst, Investor Engagement

Wellington Management   •  

Boston, MA

5 - 7 years

Posted 307 days ago

This job is no longer available.


  • Interact directly with investment professionals at all levels of the organization as a trusted advisor.
  • Proactively identify issues and opportunities for improved methods and approaches to support investment processes.
  • Answer functional and technical questions from business partners and colleagues.   
  • Manage production incidents, determining root cause, appropriate corrective actions, and follow-up.
  • Respond to requests from our business for adhoc analysis as well as other information delivery solutions.
  • Provide guidance and supervision of junior members of the team as well as onshore and offshore consultants.
  • Design, support, improve, and develop data validation and productivity tools and processes within this area.


  • Bachelor’s degree in Computer Science, Business, Economics, Finance or related subject
  • 5+ years business analysis or systems analysis experience in financial statement analysis, investment management or financial services environment
  • Analytical and problem solving skills in buy-side investment management systems and data technologies. 
  • Understanding of financial instruments such as stocks, bonds, swaps, options, futures, forwards, derivatives and FX.
  • Hands-on experience working directly with investment professionals.
  • Experience with advanced investment data concepts such as holdings, transactions, securitymaster, analytics, and performance.
  • Excellent written and verbal communications skills.
  • High attention to detail and strong commitment to delivering quality, professional work is absolutely essential for this position.
  • Experience with SQL is a plus.
  • Willingness and ability to work independently and as part of a team, in a fast-paced, business-critical environment.