Composite Analyst

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 Composite Team is responsible for overseeing the Firm's policies, procedures, and control framework related to compliance with the Global Investment Performance Standards (GIPS), including composite governance, construction, maintenance, and analysis. As a member of the Composite Team, the Composite Analyst partners closely with Product Management, Performance, and Client Reporting Services to support the oversight, governance, and maintenance of the Firm’s composites.

Given the critical role composites play within the Firm’s regulatory, client reporting, and marketing framework, maintaining a strong control environment and ensuring adherence to the GIPS standards are core responsibilities of the team. The Composite Team serves as the Firm’s subject matter expert and consultative resource on the interpretation and application of the GIPS standards. This includes providing guidance on composite construction and membership, GIPS Composite Report content and disclosures, investment discretion, client guideline changes, benchmark changes, and other complex composite-related matters.

The Composite Analyst will be a member of the firm’s Composite Working Group, which is responsible for reviewing and approving all composite related requests, evaluating complex or emerging issues, and establishing firmwide policies and standards related to composite construction, GIPS Composite Report content, and composite oversight. Success in this role requires developing an understanding of the investment strategies offered by the Firm.

• Develop and maintain deep expertise in the Global Investment Performance Standards (GIPS), including CFA Institute Guidance Statements, Q&A publications, and industry best practices. Evaluate, interpret, and implement changes to the standards and provide recommendations regarding the Firm’s GIPS policies, procedures, and control framework.
• Create, maintain, and oversee the Firm’s GIPS Composite Reports, including conducting periodic side-by-side reviews with Product Management and implementing updates resulting from Composite Working Group decisions, regulatory developments, and product changes.
• Develop an understanding of the Firm’s investment products and strategies to effectively partner with Product Management on matters related to composite performance, construction, benchmark selection, disclosures, and reporting requirements. Provide guidance on practical solutions that align with the GIPS standards.
• Actively participate in the monthly Composite Working Group by preparing and presenting materials for review, facilitating discussions, raising thoughtful questions, assessing risks and implications, delivering recommendations, and implementing approved decisions.
• Oversee composite construction and membership integrity, including maintaining composite descriptions, benchmark assignments and disclosures, reviewing non-discretionary accounts, monitoring account openings and closures, and evaluating the impact of client guideline changes and other portfolio specific events on composite membership.
• Establish, maintain, and enhance policies, procedures, and controls related to composite governance and…