Wellington Management

QA Engineer

• Develop and maintain testing artifacts including test strategies, plans, and cases
• Execute functional, regression, and integration testing
• Develop and maintain automated test scripts
• Collaborate with development and business teams
• Track and manage defects
• Perform backend and database testing
• Align with QE standards and best practices

Quality Engineering Analyst

Operations

• Calculate, issue, and respond to margin calls for OTC derivatives & MSFTA products
• Process collateral movements (cash and non‑cash) and lifecycle events (coupons, interest, etc.) accurately and on time
• Monitor settlement and reconciliation activity, investigating and resolving failed trades, margin disputes, and valuation differences
• Monitor collateral balances and eligibility schedules, ensuring usage aligns with legal agreements and internal guidelines
• Support regulatory requirements related to margin and collateral (e.g., uncleared margin rules)
• Act as a steward of risk and controls by maintaining strong documentation, procedures, and a focus on accuracy and quality
• Identify and support front‑to‑back process improvements, including automation and system enhancements, to strengthen efficiency and controls
• Serve as a subject‑matter resource and escalation point for issues raised by internal and external stakeholders, including clients, custodians, accounting agents, trading, and portfolio managers
• Participate in industry working groups to assess new regulatory developments

Senior Derivatives Operations Analyst

Financial Planning and Analysis

• Oversee and execute position management activities and governance, including review and approval of new, changed, and backfilled roles; maintain cost targets
• Ensure accurate and timely position, headcount, and compensation data within Workday and related systems
• Provide comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to evaluate firm performance and identify areas for improvement
• Monitor progress against approved compensation plans and proactively surface risks, issues, and trade‑offs
• Produce recurring standard work including financial reporting packages/analysis for CFO/Leadership team
• Support the design and development efforts to implement innovative solutions to enable growth, enhance decision-making and drive efficiency (e.g. workforce planning system implementation)
• Serve as a trusted Finance advisor in compensation‑related discussions, including Quarterly Business Reviews and senior leadership forums
• Maintain highest standards of confidentiality and integrity

Compensation Analyst, Financial Planning & Analysis

Senior Analyst, Derivatives Operations

Analyst

• Support the production and validation of portfolio performance and attribution results across asset classes
• Analyze performance drivers and assist in communicating insights to investment, product, and client-facing teams
• Monitor and investigate data quality and performance discrepancies, working with internal teams to resolve issues
• Collaborate with investment, operations, and technology teams on performance-related workflows
• Assist in maintaining and improving performance reporting processes, controls, and documentation
• Contribute to automation and efficiency initiatives (e.g., SQL, Python, reporting tools)
• Support composite and benchmark-related processes
• Participate in ongoing enhancement of analytics, tools, and reporting infrastructure

Performance & Benchmark Analyst

Research Analyst

• Focus on alpha generation through differentiated fundamental research
• Operate primarily as a generalist across sectors
• Join a highly collaborative investment environment
• Contribute meaningfully to idea generation and security selection

Equity Research Analyst

• Manage onboardings with counterparties to deadlines provided; escalation point of contact for other analysts
• Amend trading agreements (ISDA, MSFTA, MRA, Futures, Swaps Clearing, etc.)
• Maintain milestone updates on open requests for transparency and metrics reporting & complete core tasks such as completion of regulatory adherences on behalf of clients
• Coordinate documentation and communication between clients, the firm, and counterparties
• Act as a control to ensure required information has been provided by clients
• Maintain records across systems (Salesforce, HighGear, S&P Global platforms, etc.)
• Lead analysis exercises (client optimization, broker/instrument utilization)
• Partner with stakeholders to scale business and identify areas of opportunity or education
• Work with vendors on capability enhancements and issues to drive transformation
• Maintain up to date knowledge of industry and regulatory developments, changes with respect to counterparties and derivative reforms

Senior Derivatives Onboarding Analyst

Systems Engineer

• Partner with business, operations, and technology stakeholders to gather, analyze, and document requirements for performance and benchmark technology initiatives.
• Translate business and operational needs into clear, structured requirements, including features, background, and acceptance criteria.
• Work closely with engineering teams throughout design and delivery to ensure requirements are well understood and solutions align with intended business outcomes.
• Support solution design by helping identify data flows, dependencies, controls, and edge cases across upstream sources and downstream consumers.
• Partner with QA and operations teams to support testing, validation, and reconciliation of system outputs against business and operational expectations.
• Assist with analysis and triage of defects, data issues, or production incidents related to performance, benchmark, or analytics platforms.
• Ensure documentation is maintained and kept current, including requirements, assumptions, data definitions, and process flows.
• Contribute to ongoing modernization efforts by helping evolve requirement practices to support automated, scalable, and AI enabled solutions.
• Collaborate effectively across teams and geographies, balancing multiple initiatives in a fast paced, business critical environment.

Systems Analyst

• Interact directly with portfolio management teams alongside Risk Strategists, providing complementary insights and constructive challenge to investors on their investment theses and portfolio composition in support of superior risk-adjusted outcomes for clients.
• Take increasing levels of responsibility for key aspects of assigned risk engagements.
• Proactively and creatively work to enhance these engagements by leveraging any unique insights from the Risk Analyst’s own experience with input from more senior risk professionals.
• Conduct ad-hoc research and analysis to address investor questions and support the engagements of Risk Management.
• Engage daily with Risk Strategists and investment professionals to ensure transparent measurement and reporting of risks in portfolios.
• Ensure dashboard, reports, or other shared tools are accurate and timely, and escalate concerns and observations of interest appropriately.
• Partner with Line Management and Investment Products and Fund Strategies colleagues to ensure the firm’s fiduciary needs on investment risk are met.
• Participate actively in Risk Meetings with Portfolio Strategists, group meetings within Global Risk and Performance Strategy, and other dialogues on market and portfolio risk insights, risk concerns and measurements.
• Actively engage in enhancing the Risk reporting infrastructure, including design of exhibits and reports to support the risk oversight process.

Investment Risk Analyst, Fixed Income

• Lead the onboarding process for brokers, dealers and vendor partners, ensuring seamless integration with our trading systems
• Serve as one of the primary contacts for external parties during the onboarding process, providing technical support and guidance
• Design and implement AI-assisted intelligent tools to automate FIX onboarding workflows, including configuration validation, message conformance checks, exception categorization, and root-cause analysis using historical FIX traffic and onboarding data to improve accuracy and accelerate onboarding timelines
• Configure and test FIX connections to ensure they meet specifications and industry standards
• Troubleshoot and resolve any technical issues that arise during the onboarding process by using logs, SQL, audits, network logs etc
• Continuously improve the onboarding process by identifying areas for improvement and implementing best practices
• Stay up to date with industry trends and developments related to the FIX protocol and electronic trading to ensure our integrations are of highest caliber
• Partner with different trading business teams and business analysts to define and develop requirements for new FIX integrations with Wellington’s order management systems (OMS) workflows and other auxiliary trading applications
• Work with the trading business team to prioritize needs and convey plans, issues and concerns to business users in a clear, logical and concise manner
• Develop deep knowledge and expertise in Wellington specific trading workflows
• Facilitate resolution of production issues by working with appropriate teams (internal and external) to research problems, track progress and determine and document solutions
• Stay up to date with industry trends and developments related to the FIX protocol and electronic trading to ensure our integrations are of highest caliber.

Lead Systems Analyst

Full-stack Engineer

• Work with business teams, project managers, and systems analysts to review and qualify business requirements, functional specifications, use-cases, and test plans
• Design, prototype, and code new software components and applications based on functional specifications, primarily web and mobile clients
• Coordinate with analyst teams and vendors to execute test plans and provide support during user acceptance testing
• Modify and enhance existing systems to incorporate new functionality and to optimize them for performance
• Work closely with UX teams to design, develop, and deliver high quality user experiences that meet performance and design specifications
• Author technical design and support documentation

Senior Software Engineer

• Monitor portfolio positioning, performance, and risk exposures to ensure investment integrity.
• Contribute to the development of new investment strategies and client solutions.
• Conduct market research and competitive analysis to inform product strategy.
• Evaluate product overlap, capacity trends, and pricing dynamics.
• Prepare white papers and presentation materials to differentiate portfolios.
• Participate in client, prospect, and consultant meetings to communicate investment philosophy and performance.
• Collaborate with investment teams, the Client Group, and other functional areas.
• Integrate AI tools into workflows to enhance efficiency and insight generation.
• Support business management initiatives including risk oversight and internal issue resolution.
• Represent the product team with professionalism and clarity in high-stakes environments.

Investment Specialist

• Perform analyses that ensure portfolio integrity
• Provide oversight of portfolio positioning, performance, and risk exposures
• Contribute to the development of new investment strategies
• Conduct market and competitor analysis
• Evaluate product overlap and capacity trends
• Prepare white papers and presentation materials
• Participate in meetings with clients, prospects, and consultants
• Communicate investment philosophy, strategy, positioning, and performance

Investment Analyst

Compliance

• Support and enhance the firm’s US Marketing Compliance Program focusing primarily on compliance review of marketing materials for registered funds
• Advise stakeholders on the regulatory implication of complex marketing initiatives
• Maintain relevant policies and procedures
• Review marketing materials for funds to ensure compliance with regulatory guidelines
• Provide regulatory advice to stakeholders on the application of the firm’s marketing guidelines
• Assist with drafting appropriate disclosures
• Conduct testing for compliance with applicable regulations and marketing policies and procedures
• Partner with EMEA and APAC compliance colleagues to maintain a coordinated approach over the firm’s global marketing compliance program and tools
• Monitor regulatory marketing-related developments, proposals and amendments and assess the compliance risk to the firm’s activities
• Assess compliance risks related to the firm’s marketing activities and communicate effectively with the business, including senior management
• Partner with business stakeholders to develop and deliver training, awareness initiatives, and related communications
• Maintain the firm’s marketing policies and procedures
• Assist with responding to examinations and inquiries by internal and external parties
• Assist with the maintenance of Marketing Compliance related applications.

Senior Marketing Compliance Analyst

Business Intelligence Analyst

• Assist with the annual audit process, including financial statement reviews, and work closely with fund auditors and service providers
• Perform a variety of daily/weekly/monthly centralized activities, such as regulatory filings, client reporting, and management reporting
• Assist with process improvement efforts by helping to identify, develop and implement enhancements
• Respond to internal and external inquiries on a broad array of topics
• Support projects associated with the funds, Wellington’s operational and systems infrastructure and service providers
• Contribute to enhancing internal controls and process documentation
• Develop relationships with Wellington’s centralized teams and external service providers
• Utilize IT skills and knowledge to identify and implement efficiencies where possible