Performance & Benchmark Analyst

Wellington Management

. Support the production and validation of portfolio performance and attribution results across asset classes .

Posted 5/13/2026full-timeLondon • Massachusetts • 🇺🇸 United StatesJunior💰 $90,000 - $180,000 per yearWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in Finance, Economics, Mathematics, or a related field
1–3 years of experience in investment performance, analytics, or operations
Strong analytical and problem-solving skills with attention to detail
Basic understanding of investment concepts (equity, fixed income, or multi-asset)
Proficiency in Excel; familiarity with SQL and/or Python is a plus
Strong written and verbal communication skills
Self ‑ motivated and able to manage multiple priorities in a fast paced, evolving technical environment.

Benefits

Comp & perks

retirement plan
health and wellbeing
dental, vision, and pharmacy coverage
health savings account
flexible spending accounts and commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement
paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SQLPythonExcelperformance analysisdata validationreporting processesperformance attributiondata quality monitoringanalytics enhancementautomation

Soft Skills

analytical skillsproblem-solving skillsattention to detailwritten communicationverbal communicationself-motivatedtime managementcollaborationadaptabilityprioritization