Composite Analyst

wellington; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Wellington Management seeks a Composite Analyst to oversee compliance with Global Investment Performance Standards (GIPS) and related governance across composites. The role collaborates with Product Management, Performance, and Client Reporting to maintain accurate composite construction, disclosures, and reporting within a rigorous control framework.

The analyst will serve as the firm’s subject matter expert on GIPS interpretations, participate in the Composite Working Group, and drive

Qualifications

• Ability to interpret the GIPS standards and provide guidance on composite construction and disclosures.
• Strong analytical mindset with ability to assess investment performance and benchmark appropriateness.
• Excellent written and verbal communication to convey complex information clearly.
• Ability to work across teams and stakeholders to support governance and oversight.

Responsibilities

• Develop and maintain deep expertise in GIPS, CFA guidance, and industry best practices.
• Create, maintain, and oversee GIPS Composite Reports and disclosures.
• Understand firm investment products and strategies to advise on performance and reporting requirements.
• Participate actively in the monthly Composite Working Group; prepare materials and facilitate discussions.
• Oversee composite construction and membership integrity, including updates to descriptions and disclosures.
• Establish and enhance policies, procedures, and controls related to composite governance.
• Serve as a subject matter expert on complex composite matters for Product Management and other partners.

Skills

GIPS expertise

Analytical skills

Communication skills

Collaboration

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

Job Overview

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.

Job Responsibilities

• 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 oversight. Identify opportunities to improve workflows, strengthen operational controls, enhance infrastructure, and increase collaboration and communication across Product Management and other key stakeholder groups.
• Serve as a subject matter expert and trusted resource on complex composite matters, providing guidance to Product Management and other business partners on the interpretation and application of the GIPS standards.

Job Qualifications

• Ability to interpret the GIPS standards by drawing on practical experience and provide guidance for composite construction, investment discretion, risk disclosures and benchmark appropriateness; demonstrated knowledge of GIPS Composite Reports and industry practice.
• Ability to balance and prioritize multiple tactical and strategic goals in a fast-paced environment; comfortable with changing priorities based on business demand.
• Demonstrated analytical skills and investment curiosity; the ability to draw out and understand the key differences of various investment approaches; ensure these key differences are reflected in GIPS Composite Reports.
• Excellent written and verbal communication skills, with the ability to present complex informat