Principal, Hedge Funds & Analytics Technology

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.

The Risk Technology team is responsible for delivering and supporting mission‑critical platforms that enable Wellington's Fixed Income investors and the Global Risk & Analytics team to assess, manage, and monitor portfolio risk across a wide range of asset classes. Our flagship risk system supports complex risk modeling, valuation, and scenario analysis, and is central to the firm's risk oversight and decision‑making processes.

We are seeking a Principal Business Analyst to drive the evolution and support of this platform. This role requires deep domain expertise in risk management, along with strong analytical and communication skills. The successful candidate will work closely with quantitative analysts, developers, and investment professionals to ensure the platform meets the evolving needs of the business, regulatory requirements, and industry best practices.

• Act as the lead business analyst for the risk platform, with a focus on risk modeling, valuation, and reporting capabilities.
• Partner with the Global Risk & Analytics team to understand risk methodologies and translate them into functional and technical requirements.
• Lead initiatives to enhance risk data quality, model transparency, and system robustness.
• Collaborate with technology teams to ensure timely and accurate delivery of risk‑related features and enhancements.
• Support production systems and act as a subject matter expert for risk‑related inquiries and issue resolution.
• Coordinate with internal stakeholders and external vendors during testing, validation, and implementation phases.
• Maintain comprehensive documentation of business requirements, functional specifications, and support procedures.
• Drive continuous improvement in risk workflows, data integration, and user experience.

• Minimum 10 years' experience as a business systems analyst in the financial services industry, with a focus on risk management.
• Practical understanding of financial instruments including stocks, bonds, swaps, options, futures, forwards, asset‑backed securities, and mortgages.
• Strong knowledge of fixed income risk analytics, including duration, convexity, spread measures, and scenario analysis.
• Practical understanding of derivatives valuation and risk management approaches.
• Experience working with risk and analytics vendors (e.g., Yield Book, Bloomberg, Point).
• Exposure to vendor valuation libraries and applications (e.g., Numerix, Calypso, Fin Cad).
• Experience with investment data concepts such as holdings, transactions, security master, analytics, and performance.
• Excellent written and verbal communication skills.
• Strong analytical and problem‑solving skills with high attention to detail.
• Proven ability to build strong relationships with business partners and drive consensus across teams.
• Experience writing requirements, functional specifications, use cases, and test plans.
• Creative, innovative, and focused on continuous improvement.
• Self‑motivated and able to thrive in a fast‑paced, result‑oriented environment.
• Ability to work independently and demonstrate ownership of outcomes.
• Hands‑on knowledge of SQL and relational database technology.
• Working knowledge of Python is a strong plus.
• Familiarity with Java is a plus.
• Experience supporting critical production applications.
• Solid understanding of the software development life cycle.
• Bachelor's degree required.
• CFA Institute Claritas Certificate, CFA Charter, or progress toward one is considered an asset.

Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a…