Performance Analyst - GIPS Team

Wellington Management Company, LLP
Boston, USA
27 Oct 2021
28 Oct 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

  • Develop and maintain expertise around the GIPS standards including guidance statements and Q&A put forth by the CFA Institute as well as industry knowledge from verifiers; evaluate, interpret and implement changes to the standards and make the appropriate recommendations for the Firm's GIPS policies
  • Create and maintain the GIPS-compliant presentations, including side-by-side composite reviews with Product Management and Sponsored Products, and updates required based on GIPS Working Group decisions
  • Develop robust knowledge of products in order to work with Product Management on composite performance, construction, and disclosures and provide guidance on possible solutions within the framework of GIPS
  • Participate in the monthly GIPS Working Group meetings by writing and presenting materials for discussion, asking thoughtful questions, delivering recommendations and implementing decisions
  • Composite construction and membership integrity, including composite descriptions, benchmark mappings and disclosures, non-discretionary accounts reviews, monitoring account opening and closings, and evaluating the impact of client guideline changes
  • Establish and maintain policies and procedures on composite oversight; seek opportunities to improve the workflow, infrastructure and communication with Product Management and Marketing
  • Manage long-term projects including systems and infrastructure enhancements and the annual GIPS verification
  • Ability to interpret the GIPS standards by drawing on practical experience and provide guidance for composite construction, investment discretion, risk disclosures and benchmark appropriateness; demonstrated knowledge of GIPS-compliant presentations and industry practice
  • Ability to balance and prioritize multiple tactical and strategic goals in a fast-paced environment; comfortable with changing priorities based on business demand
  • Demonstrated analytical skills and investment curiosity; the ability to draw out and understand the key differences of various investment approaches; ensure these key differences are reflected in GIPS-compliant presentations
  • Effective oral and written communication skills; the ability to deliver complex information objectively for open discussion and follow up with an opinion or recommendation
  • Desire to work collaboratively within and across teams to support and enhance the control framework and communication around composite membership
  • Strong attention to detail, strong work ethic, comfort with learning new systems and the ability to present information concisely and effectively
  • Knowledge of asset allocation, fixed income, and/or equity, asset classes is preferred
  • Strong academic credentials; CFA, CIPM and/or MBA preferred
  • Eight years or more of relevant experience is preferred

Performance Analyst - GIPS Team

100 Federal Street

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal 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 .

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