Lead Systems Analyst
AI summary of the role
Wellington Management seeks a Lead Systems Analyst to join the Portfolio Analysis Technology team, partnering with portfolio managers and research analysts to deliver portfolio analytics capabilities.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- Partner directly with portfolio managers and research analysts to understand portfolio analytics, risk, performance, and investment decision-making workflows.
- Lead analysis for portfolio analysis initiatives and platform enhancements, translating complex investor needs into clear functional requirements, user stories, and acceptance criteria.
- Lead end-to-end analysis for complex initiatives spanning multiple systems, including investment data, analytics, and user experience.
- Collaborate with engineers, architects, and product teams to evaluate solution approaches, tradeoffs, and implementation impacts.
What you’ll bring
- Bachelor’s degree in Computer Science, Engineering, Business, Finance, or a related field.
- 5+ years of experience as a Systems Analyst, Business Analyst, or similar role within complex technology environments.
- Strong understanding of the asset management industry and portfolio analytics, including concepts such as portfolio risk, performance attribution, portfolio construction, or factor exposures.
- Exceptional communication and facilitation skills, with the ability to engage directly with portfolio managers and research analysts.
Technologies
Python · SQL · Copilot · portfolio analytics · risk · performance attribution · Agile
About Wellington Management
Independent investment manager running ~$1.3T in equities, fixed income, multi-asset and private investing for ~3,000 institutional clients across 60+ countries.
Private Late · 5000+ people
Source and classification
Internal deployment & tooling · Evidence for this classification:
About Us 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 60 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. About the Role Role Overview Wellington Management is seeking an experienced Lead Systems Analyst to join the Portfolio Analysis Technology team within the Investment Platform Technology organization. This role sits at the intersection of investment decision-making and technology, partnering closely with portfolio managers, research analysts,
More from the job description
About Us 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 60 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. About the Role Role Overview Wellington Management is seeking an experienced Lead Systems Analyst to join the Portfolio Analysis Technology team within the Investment Platform Technology organization. This role sits at the intersection of investment decision-making and technology, partnering closely with portfolio managers, research analysts, product managers, and engineering teams to deliver portfolio analytics capabilities that support how investors analyze portfolios, evaluate risk, and make investment decisions. The Lead Systems Analyst will play a critical role in shaping the evolution of Wellington’s portfolio analysis platform. This individual will lead analysis for complex initiatives, translating investor workflows and analytical needs into scalable, high-quality technology solutions that support the firm’s global investment pl [... source excerpt omitted ...] ce, and investment decision-making workflows. Lead analysis for portfolio analysis initiatives and platform enhancements, translating complex investor needs into clear functional requirements, user stories, and acceptance criteria. Lead end-to-end analysis for complex initiatives spanning multiple systems, including investment data, analytics, and user experience. Collaborate with engineers, architects, and product teams to evaluate solution approaches, tradeoffs, and implementation impacts. Drive alignment across stakeholders by facilitating discussions between investment professionals and technology teams. Support delivery from concept through release, including solution desig [... source excerpt omitted ...] es, including well‑formed epics and user stories, clear acceptance criteria, backlog readiness, and active participation in sprint planning, reviews, and retrospectives. Required QUALIFICATIONS Bachelor’s degree in Computer Science, Engineering, Business, Finance, or a related field. 5+ years of experience as a Systems Analyst, Business Analyst, or similar role within complex technology environments. Strong understanding of the asset management industry and portfolio analytics, including concepts such as portfolio risk, performance attribution, portfolio construction, or factor exposures. Exceptional communication and facilitation skills, with the ability to engage directly with p
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