Operational Data Analyst

Wellington Management Company, LLP
Boston, USA
03 Aug 2022
17 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Us

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.

About the Role

The Client Technology Operations group within InvesTech Operations has an open position for an Operational Data Analyst supporting the Client Operational Data team. The Operational Data Analyst will report to Liz Tully.

The mission of the Client Operational Data team is to source, expose, and implement new data sets and data functionality driven by client, regulatory, industry, efficiency, and growth needs for use in client deliverables. We seek to accomplish this mission through an integrated partnership with our colleagues in IT (Information Technology) and our business partners throughout the firm globally. In addition, it is our goal to treat data as an asset and to develop and implement data governance principles and data quality controls around the data feeding into client reporting. Trust in our data is key to our firm's ability to use technology to streamline our processes and create efficiencies and scalability. It is also critical to ensure that our clients are receiving data about their investments that is consistent and accurate.

The Client Operational Data team is responsible for a variety of project-based initiatives, as well as recurring operational tasks, and data support. The Operational Data Analyst will be expected to contribute meaningfully to complex data initiatives and/or data programs.

Responsibilities for this role include, but are not limited to:

• Work with project teams on data initiatives as prioritized and budgeted for on an annual basis; these will be varied and may include a focus on topics such as: sustainable investing, alternatives data, derivatives, regulatory reporting, funds, AUM (Assets Under Management), fixed income reporting, system integrations, system decommissioning, or functional enhancements

• Work across project teams and with internal stakeholders to define, document, and test requirements for automated data components in client reporting and marketing deliverables (e.g., presentation books, letters, and factsheets)

• Provide support to reporting and client-facing teams regarding data methodology inquiries, data issues, and data automation questions

• Collaborate with data owners and IT to create and improve data sources and reports

• Assist with the resolution of data issues between reporting teams and data owners

• Contribute to data governance effort including defining critical business terms, documenting data lineage across data sources, and developing data quality control rules utilizing the firm's data governance and quality platforms, Collibra and CollibraDQ

• Work with source data business and IT teams on changes in technology to assess impact on reporting and facilitate integrations

• Maintenance and development of stored configurations that enable the automation of legitimate reporting customizations

• Develop and share expertise in the OneView API and the OneView Client application (proprietary systems)

• Work with internal stakeholders to identify data and functionality gaps in OneView Client and work with the OneView Client Project team to define requirements and prioritize enhancements

• Consider the balance between requests for non-standard data requests and customizations against the need for scalability and automation when discussing reporting solutions

• Contribute to the creation and maintenance of training materials and documentation of the team's best practices and procedures

• Assist in refining the team's processes, policies, and workflows required to achieve team goals

The ideal candidate will possess the following:

• Strong academic credentials as well as a minimum of 3 to 5 years of relevant professional experience

• Candidates should demonstrate basic capital markets, investment, and/or finance knowledge

• Course work or background in computer science, mathematics, and/or programming will also be viewed favorably

• Candidates must be intellectually curious, strategic thinkers, and self-starters with an ability to plan out and achieve project goals

• Ability to work cross-functionally to propose efficient and scalable solutions, so candidates must be service-oriented, but also cost-conscious.

• Sound business judgment, attention to detail, responsiveness, and creative problem-solving are also a must.

• Ability to work on multiple, varied, initiatives concurrently, so effective time management, flexibility, and the ability to quickly pivot to different topics is essential.

Given the focus on data automation and technology, the candidate must be able to act as a bridge between business and IT teams, as well as conduct analysis and provide business requirements for technology projects. Basic project management skills, quantitative and computer skills (including Excel, proprietary, and vendor tools), as well as clear and effective communication skills are absolutely required.

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 GMCANINQ@wellington.com .
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