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About the Role
The Senior Systems Analyst will support and partner with Portfolio Managers, Industry Analysts, and Research Analysts to maximize the utility of the in-house developed research and portfolio analysis platform. This role involves troubleshooting issues, advising on system functionality, and interacting directly with business users.
Responsibilities
- Interact directly and proactively with investment professionals at all levels as a trusted advisor.
- Engage with IT, Operations, and Investment colleagues to understand business processes and application usage.
- Answer or research functional and technical questions from business partners and colleagues using business process/application knowledge.
- Manage production incidents, ensure escalation, assist in root cause determination, and prioritize application fixes based on risk and ROI.
- Respond to requests for ad hoc analysis and other information delivery solutions.
- Participate in testing new system functionality, provide end-user training, and ensure support processes are in place for system changes.
- Identify issues and opportunities for improved methods and approaches to support investment processes.
Requirements
- Minimum 3 years of experience in an application support team/environment within the financial services industry.
- Experience with investment data concepts including holdings, transactions, security master, analytics, and performance.
- Understanding of financial instruments such as equities, bonds, swaps, options, futures, forwards, and FX.
- Hands-on SQL knowledge for data extraction and analysis to troubleshoot issues.
- Proactive analytical and problem-solving skills in investment management systems and data technologies.
- Hands-on experience working directly with investment professionals.
- Excellent written and verbal communication skills.
- High attention to detail and a strong commitment to delivering quality, professional work.
- Ability to work independently and as part of a global team in a fast-paced, business-critical environment.
- Experience using AI tools such as Claude/GitHub Co-Pilot is advantageous.
- CFA Institute Claritas Certificate, CFA Charter, or progress towards one is considered an asset.
Skills
- SQL
- Investment Data Concepts
- Financial Instruments
- Application Support
- Problem Solving
- Communication
- AI Tools (Claude/GitHub Co-Pilot)
Location
- Hybrid
Work Type
- Hybrid
- Full-time
Experience Level
- Senior
Education Level
- CFA Institute Claritas Certificate
- CFA Charter
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.
- The company utilizes robust 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.