Benchmark Analyst

Wellington Management Company, LLP
Boston, USA
23 Nov 2021
23 Dec 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.

The Company
Tracing our roots to 1928, Wellington Management is one of the world's largest independent investment management firms. With over US$1 trillion in assets under management as of 31 December 2019, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

The Performance Analyst role on the Benchmark Team utilizes proprietary and vendor-based systems to create and maintain official and custom security level indices with a focus on daily oversight to ensure accurate data for use in the investment process. The Analyst will work closely with internal departments including Portfolio Management, Investment Products & Fund Strategies, and other functional areas across the firm to provide analysis and guidance on benchmark related inquiries and business issues.
  • Develop deep understanding of our index data providers and their calculation methodologies. Develop creative solutions to replicate indices and perform quantitative index analysis upon request.
  • Improve processes, workflow, and cross-functional communication.
  • Enrich both benchmark data and the role by recommending and implementing enhancements to our benchmark applications
  • Seek opportunities to take initiative, improve controls and decrease operational and financial risk
  • Cultivate relationships with fixed income and equity index providers to resolve ad-hoc and custom requests originating from our business partners
  • Facilitate the broad communication of index changes and their impact to the business
  • Develop detailed knowledge of how the Firm uses benchmark information and its impact on the investment process and client reporting •Collaborate with Information Technology to develop, test and integrate technology solutions to enhance our benchmark reporting and analysis tools
  • •Work closely with Product Management and Global Relationship Management on client benchmark interpretation requirements, performance, and attribution reporting
  • •Work with colleagues within Infrastructure Design, Investment Systems, and Guideline Monitoring to ensure data integrity including derivatives representation and performance.
  • Four to Six years or more of relevant professional experience. This must include experience of performance reporting for equity and fixed income investment strategies. Additional derivatives and attribution experience would be advantageous
  • Demonstrate excellent analytical and communication skills, and strong attention to detail
  • Have a proven track record of initiating and implementing change
  • Comfortable using or learning different systems and applications including Excel, Access, Bloomberg, Geneva,
  • FactSet and PL-SQL
  • Demonstrate the ability to work under pressure and prioritize support and project work.
  • Have a strong academic background. A bachelor's degree is required. A post-graduate or professional qualification (e.g. CFA), or progress towards one, is desirable

Benchmark Analyst

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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