Fund Business Analyst

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • Wellington Management Company, LLP
  • 25 Sep 17

Fund Business Analyst

WELLINGTON MANAGEMENT

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 50 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.

POSITION

The Fund Business Analyst represents an opportunity to be a part of the growing US funds part of Wellington Funds Group (WMF US).   WMF US is responsible for Wellington Management's US pooled fund businesses, namely commingled trust vehicles sponsored by Wellington Trust Company, NA, and private funds offered to US investors (LPs and Cayman Corporations). As of March 31, 2017, the WMF US business consisted of 273 commingled pools (bank-maintained and LP), with assets under management of US $50 billion from 1,200 clients.  The WMF US team serves as fund sponsor, overseeing fund governance, fund investment strategy oversight, fund risk oversight, fund business management, regulatory compliance, marketing and product development, operations and distribution oversight.

RESPONSIBILITIES

Working as part of a small, close knit team, the Business Analyst is a generalist, cross-functional role, broadly supporting the day to day business management and oversight needs of the WMF US sponsored funds.  The person who fills this role will work on a wide range of business, market opportunity, investor, product, governance and regulatory activities.

Examples of work (but not limited to) include:

  • Collaborate with senior members of WMF US to perform analytical work supporting the management and oversight of the WMF US funds (performance, risk, and business analysis, etc.)
  • Provide Marketing support for new LPs
  • Oversight and governance of fund-related information, including management fees, operating expenses, and dealing terms
  • Ensure compliance with regulatory expectations, including reviewing and implementing WMF US Policies & Procedures


QUALIFICATIONS

This is a dynamic generalist role that requires a strong fiduciary mindset, intellectual curiosity and advanced analytical skill including the ability to frame issues, identify important points and draw conclusions. Strong communication skills, interpersonal flexibility and a pragmatic, problem-solving approach is a must. Basic programming and data visualization knowledge (i.e. Basic Python and/or Tableau a plus)

While the Analyst will work in a highly team-oriented environment, many projects will be self-directed, often under deadline pressures. Further qualifications include:
  • The ability to display sound judgment, juggle multiple priorities and take ownership for work,
  • Strong attention to detail
  • Grace under pressure and ability to adapt and get things done.
  • A strong fit with the firm's cultural tenets of inclusivity, collaboration, accountability, and collegiality.
  • An advanced degree and/or CFA are viewed favorably.


JOB TITLE
Fund Business Analyst

JOB FAMILY
Business Analysis

LOCATION
280 Congress

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 Wellington@icareerhelp.com .