Lead Systems Analyst

Role Overview

Wellington Management is seeking an experienced Lead Systems Analyst to join the Portfolio Analysis Technology team within the Investment Platform Technology organization. The 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.

• 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 investor needs into 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 design reviews, testing, and rollout readiness.
• Identify opportunities to enhance investor workflows, improve analytical capabilities, and increase platform usability and performance based on feedback.
• Drive high‑quality Agile practices, including well‑formed epics and user stories, clear acceptance criteria, backlog readiness, and active participation in sprint planning, reviews, and retrospectives.

• 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 to understand complex investment workflows and analytical needs.
• Strong analytical and problem‑solving skills, with the ability to structure ambiguity, evaluate tradeoffs, and make clear recommendations.
• Demonstrated experience leading analysis efforts across cross‑functional teams and coordinating requirements across multiple systems.
• Experience working in Agile or iterative development environments.
• Preferred:
  Experience working directly with portfolio managers, research analysts, or investment teams.
• Preferred:
  Experience with investment analytics platforms supporting portfolio analysis, risk, or performance.
• Preferred:
  Working familiarity with Python, SQL, and data analysis tools.
• Preferred:
  Experience with AI‑enabled tooling ecosystems (e.g., Copilot) and adoption patterns.

Base salary range: USD 90,000 – 180,000. Employees may also receive variable compensation and a discretionary corporate bonus or incentives if eligible. A comprehensive benefit package includes retirement plan; health, vision, dental, and pharmacy coverage; health savings account; flexible spending accounts; commuter program; employee assistance program; life and disability insurance; adoption assistance; backup childcare; tuition/CFA reimbursement; and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

Wellington Management is an equal‑opportunity employer. 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, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by applicable law. Candidates with disabilities may request reasonable accommodations.