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About the Role

The Trade Operations Analyst will work as part of a team in a fast-paced, fluid environment, prioritizing multiple tasks with short-term interruptions. The role involves independent and collaborative work with global colleagues, focusing on problem-solving and troubleshooting trade issues.

Responsibilities

• Research and resolve equity, fixed income, and FX trade discrepancies by interacting with brokers, banks, and Wellington personnel.
• Instruct trades and trade amendments to service providers when necessary.
• Mitigate risk through strong procedural discipline and prudent judgment.
• Oversee daily activities of external service providers (i.e. offshore resources, vendors).
• Contribute to strategic projects and initiatives, including understanding and relaying requirements for operational support of new markets or trade types to help prioritize information technology needs.
• Research and evaluate operational requirements of new market/asset types being considered for investment or changes to existing markets.
• Assist other areas of the firm to support client needs and respond to general custody and trading inquiries.
• Perform ad hoc tasks as assigned.

Requirements

• Ability to work quickly and accurately under pressure.
• High degree of analytical ability.
• Ability to plan and prioritize tasks in a fluid environment.
• Team orientation and ability to work with external service providers and global colleagues.
• Impeccable integrity and a fiduciary mindset.
• Ability to consistently place client interests first in judgment, decision-making, and actions.
• Knowledge of Microsoft Office (Word, Access, Excel) is required.
• Ability to prioritize and multi-task under time pressure.
• Demonstrate the ability to be a self-starter and willingness to learn.
• Possess ability to ask questions and challenge the status quo for process improvement.
• Personal qualities and values consistent with Wellington Management's culture.

Skills

• Strong analytical and problem-solving skills.
• Strong organizational, verbal, and written communication skills, with an emphasis on accuracy, concision, and timeliness.
• Knowledge of equities, fixed income and foreign exchange is preferred.
• Technical proficiency in SQL, PowerBI, Tableau, Excel macros, or Co-pilot is a value add.
• Experience with commonly used business applications such as Bank websites, ALERT, OASYS, Bloomberg, Omgeo Connect/CTM, Omgeo TradeSuite and SWIFT will be considered a plus.

Location

• Global

Work Type

• Hybrid (4 days in office, 1 day remote)

Experience Level

• Relevant job experience preferred

About the Company

• Wellington Management offers comprehensive investment management capabilities across global capital markets.
• Investment solutions are tailored to institutional clients in over 60 countries, utilizing proprietary research and a collaborative culture.
• As a private partnership, the ownership structure fosters a long-term view aligned with client interests.

Equal Opportunity

• 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.
• Candidates with a disability, or assisting a candidate with a disability, requiring an accommodation to apply for a job can email GMWTalentOperations@wellington.com.