Client Deliverables Business Analyst

Wellington Management Company, LLP
Boston, USA
12 Jul 2022
08 Aug 2022
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 Business Analyst role is an integral role in the Client Deliverables team. The team is responsible for the automation of materials used to sell our investment services to prospects and service our current clients. Automation projects include data automation, content rationalization, process re-engineering, and technical buildouts of the materials. Types of materials include presentations, factsheets, client reports, and investment profiles. The team is also responsible for establishing and maintaining content management practices. The Business Analyst role participates in the analysis of existing client and prospect materials and collaborates on recommendations for the creation of the new materials including identifying opportunities for standardization and efficiencies. Enhancement requests are also funneled through the team for analysis and prioritization. The role interacts heavily with other functions within the firm to facilitate the changes (IT, Product Management, Client Group, Compliance). Projects include but are not limited to regulatory changes, creation of new material types, and support of strategic initiatives of the firm. Additional responsibilities include testing and training end users on the new technology platform and new processes. Given the size and scope of the work the Client Deliverables team is focused on, additional projects and responsibilities will be added as required.

The Business Analyst will be responsible for, but not limited to:
  • Collaborate with teams throughout the organization (IPFS, Client Group, Investment Reporting, Compliance) to understand and document the business requirements for materials.
  • Collaborate with IT to review solutions that are scalable and will support changing needs over the next 5 to 10 years.
  • Document business requirements for IT to use for their build out of technical solutions including enhancements and new projects.
  • Conduct testing and provide feedback prior to releases, to make transitions as smooth as possible.
  • Establish proper documentation and training for users. Provide support to new users during implementation.
  • Contribute to project plans including outlining project milestones and estimating effort
  • Provide on-going updates and communication to team members and stakeholders providing appropriate transparency on project progress and any delays.
  • Participate in business impact analysis to assist with project prioritization.
  • Collaborate with all members of the team to ensure that interdependencies are understood and conveyed.
  • Identify areas for process improvement as new technology is employed firm wide.
  • Identify areas where technology and automation can improve efficiency. Ensuring projects are prioritized to ensure resources are used for the greatest benefit.
The ideal candidate will possess the following qualifications:
  • Strong academic credentials with 3-7 years of professional experience in the financial services industry, client reporting experience preferred
  • Knowledge of financial data and terms
  • Working knowledge of compliance and GIPs rules
  • Working knowledge of client and prospects' needs
  • Aptitude for applying technology solutions to solve business needs, experience documenting and implementing business requirements
  • Experience creating and monitoring project plans
  • Ability to identify opportunities for improvement, think creatively, promote solutions, and communicate risks and benefits in business terms
  • Excellent attention to detail
  • Excellent interpersonal skills: ability to be a team player, a high level of professionalism and maturity, ability to cultivate relationships with internal departments
  • Ability to work independently and on multiple assignments in fast-paced environment
  • Knowledge of Microsoft applications, especially Excel, PowerPoint, Word and Outlook
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.

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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