Senior Reporting Analyst

Wellington Management Company, LLP
Boston, USA
May 15, 2019
Jun 06, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.


This position is within our Client and Fund Technology team, which is focused on our client-facing technology. Our solutions are used not only by clients, but also by our Relationship Managers, Investment Directors, and Client Service Managers. The team uses off-the-shelf and proprietary solutions in order to create agile and robust solutions. The team is seeking a Senior Systems Analyst to join the Client Reporting Team. The Client Reporting Team consists of both analysts and developers that provide critical reporting capabilities for clients, brokers and banking institutions.
Specific responsibilities include:
  • Strong understanding of Fixed Income, Derivative, Equity instruments and analytic systems and data of an Institutional Client Service/Reporting environment is required for this role
  • This individual should have the technical proficiency in a cross-technology production environment and should be adept in writing SQL commands and navigating relational databases to resolve investment data issues
  • Track, execute, resolve, and report on support and enhancement requests, in a timely and thorough manner
  • Provide requirements for strategic reporting solutions for the firm's Clients and Prospects
  • Create strong business relationships with the Client Servicing and Product Management business teams
  • Resolve periodic production support issues as they arise
  • Create cross functional relationships with other members of the Client and Fund Technology team
  • Make recommendations that lead to efficiency related opportunities and outcomes
  • Identify potential new technical solutions and or approaches for the client reporting team

  • 5 plus years asset management industry experience highly desirable
  • Strong understanding of investment data, Equity, Fixed income and Derivatives instruments and analytics
  • Demonstrated client focus and relationship management skills
  • Strong SQL query skills and experience with Oracle/SQL Server relational databases and tools
  • Hands-on experience with a Client Reporting platform or processes a strong plus
  • Experience in Cloud Based reporting solutions such as Amazon, Web services, and relevant API's a strong plus
  • Exposure to JSON Databases and Python scripting is a plus
  • Strong communication skills with the ability to communicate technical concepts to a business audience
  • Team oriented and collaborative
  • Bachelor degree required
  • A CFA or work toward a CFA is a plus

Senior Reporting Analyst

Systems Analysis

100 Federal Street

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 .