Wellington Management

Senior Systems Analyst

Wellington Management$90K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in the financial industry with a strong understanding of portfolio accounting and IBOR concepts.
  • Bachelor’s degree in Business Management, Computer Science, or Engineering required.
  • Experience in gathering functional requirements and developing specifications.
  • Advanced SQL and database troubleshooting skills are necessary.
  • Hands-on experience with Python (or a similar programming language) is highly desirable.
  • Familiarity with Agile/SCRUM development processes is expected.
  • Experience with business process visualization tools.

Responsibilities

  • Support data consumers and producers while ensuring the functionality of the IBOR platform.
  • Analyze and resolve reconciliation discrepancies between IBOR and related systems.
  • Utilize SQL and application monitoring tools for detailed data analysis.
  • Ensure timely and accurate data support for investment professionals.
  • Act as an escalation point for complex data-related issues and queries from users.
  • Monitor data quality across internal systems and databases.
  • Document processes and assist in the creation of reports and dashboards.

Benefits

  • Comprehensive health, dental, and vision coverage.
  • Health savings and flexible spending accounts available.
  • Employee assistance program and life/disability insurance offered.
  • Retirement plan options with corporate contributions.
  • Adoption assistance and backup childcare services.
  • Tuition and CFA reimbursement programs provided.
  • Paid time off including holidays, sick leave, and vacation days.
  • Flexible work schedule allowing one remote work day per week.
Full Job Description

About the Role

Senior Systems Analyst

JOB OVERVIEW

Wellington’s Global Data & Application Support team is seeking a Senior Systems Analyst to join the Data Support team that provides support to all of Wellington’s critical data platforms.  This individual will work closely with data producer and consumer teams regionally and globally ensuring efficient daily operations and controls.  Candidates must possess excellent data analytical and communication skills, be self-motivated, willing to work in an energetic, fun, fast-pasted and team-oriented group.  The ability to manage multiple priorities is required. This position requires weekend on-call rotation and special project shift coverage.

RESPONSIBILITIES

  • Work directly with Data Consumers and producers while supporting IBOR (Investment Book of Records) platform.
  • Analyze reconciliation breaks between IBOR and upstream/downstream systems.
  • Perform detailed analysis using SQL, logs, application monitoring tools
  • Focus on data support to ensure the data used by our Investment professionals is accurate and updated in a timely manner.
  • Collaborate closely with offshore colleagues and ultimately act as a point of escalation
  • Monitor and maintain data quality across internal systems and databases
  • Respond to data-related queries and troubleshoot issues from business users
  • Perform data validation, cleansing, and reconciliation tasks
  • Assist in the creation and maintenance of reports and dashboards
  • Collaborate with cross-functional teams to understand data requirements
  • Document data processes and contribute to process improvement initiatives
  • Support the onboarding of new data sources and system enhancements
  • Ensure quality of product by enforcing high standards in testing and building audit/validation controls
  • Act as an escalation point person for support issues that require detailed analysis and management
  • Provide regular status reporting and issue tracking
  • Being an adaptable, self-motivated learner with a willingness to take ownership of various projects to support in fast-paced environment
  • Provide hands-on implementation of process improvements involving internal and external data pipeline, investment process efficiency, and simplifying investor workflow.
  • Understand key business challenges /opportunities and be able to originate ideas on how systems can help in areas.
  • Partner with development teams and business analysts to solve more complex problems and help document solutions for future reuse
  • Assist with the integration of AI technologies into GDAS support processes.
  • Engage in proactive problem-solving and continuous improvement of data support methodologies.
  • Utilize SQL, prompt engineering, generative AI technologies, Python, and GraphQL to support and enhance data processes.

AI & Process Innovation:

  • Identify use cases where AI and automation can improve incident detection, triage, knowledge reuse, and operational efficiency while maintaining strong controls and compliance.
  • Hands-on experience with AI-powered tools (e.g., LLMs, copilots, chatbots, workflow automation platforms) in a business or support environment
  • Familiarity with prompt engineering and evaluating AI output quality, accuracy, and risk
  • Champion AI as a force multiplier and amplifier for the team—standardizing patterns, integrating AI into day‑to‑day workflows.
  • Partner with enterprise AI, data, and technology teams to pilot, scale, and continuously refine AI‑enabled solutions (e.g., intelligent monitoring, summarization of incidents, automated reporting, knowledge base generation).
  • Demonstrated use of GenAI-assisted tools (e.g., GitHub Copilot, Claude Code)

Qualifications
  • 7+ years of experience in financial industry with strong understanding of portfolio accounting, investment operations, and IBOR concepts. 
  • Bachelor’s degree in Business Management, Computer Science, Engineering is must
  • Experience with gathering functional requirements, developing specifications, test plans and test executions.
  • Experience with design and development
  • Advanced SQL and database troubleshooting skills
  • Experience working in an Agile/SCRUM development process
  • Experience with business process visualization tools
  • Hands-on experience with Python (or another programming language) is highly desirable
  • Having a CFA charter or progress towards a CFA charter is a plus

Non-Technical Requirements
  • Excellent written, verbal communication and presentation skills.
  • Excellent analytical and problem skills.
  • Demonstrate strong client focus and relationship management skills.
  • Willingness to learn and work as part of a global team
  • Willingness to work independently in an energetic, fast-paced, business-critical and team oriented-environment. Committed to deliver project on time and overcome obstacles.
  • A strong team player, with ability to work in collaboration across teams.
  • Strategic and AI mindset; strong work ethic
  • Intellectual curiosity and interest to learn independently and from peers

JOB TITLE

Senior Systems Analyst

JOB FAMILY

Systems Analysis

LOCATION

Needham

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

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. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.  Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

We believe that in person interactions inspire and energize our community and are essential to our culture. 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.

About Wellington Management

Wellington Management is a global investment management firm that provides services to institutional clients, including pension funds, endowments, and foundations. The company was founded in 1928 and is headquartered in Boston, Massachusetts. Wellington Management offers a range of investment strategies, including equity, fixed income, and alternative investments. The company has offices in North America, Europe, Asia, and Australia, and manages over $1 trillion in assets. Wellington Management is known for its research-driven approach to investing and its commitment to responsible investing.
Learn more about Wellington Management
Size
2,500 employees
Industry

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