Lead Portfolio Analytics Systems Analyst

Wellington Management Company; Boston (MA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health, vision, dental, and pharmacy coverage

Retirement plan

Paid time off (sick, vacation, holidays)

Job summary

Wellington Management Company is seeking an experienced Lead Systems Analyst in Boston, Massachusetts. This role will support the Portfolio Analysis Technology team, collaborating closely with portfolio managers and research analysts to enhance investment decision-making and technology integration.

The ideal candidate will have over 5 years of experience in systems analysis, a deep understanding of portfolio analytics, and strong communication skills. A comprehensive benefits package is offered, along with a competitive salary range of USD 90,000 – 180,000.

Qualifications

• 5+ years of experience as a Systems Analyst, Business Analyst, or similar role.
• Strong understanding of the asset management industry and portfolio analytics.
• Experience working in Agile or iterative development environments.

Responsibilities

• Partner with portfolio managers and research analysts to understand analytics and workflows.
• Lead analysis for portfolio initiatives and requirements.
• Collaborate with engineers to evaluate solution approaches.
• Facilitate discussions to align stakeholders.

Skills

Systems Analysis

Portfolio Analytics

Communication Skills

Analytical Skills

Agile Methodologies

Education

Bachelor’s degree in Computer Science, Engineering, Business, Finance or a related field

Tools

Python

SQL

Data Analysis Tools

Job description

Wellington Management Company is seeking an experienced Lead Systems Analyst in Boston, Massachusetts. This role will support the Portfolio Analysis Technology team, collaborating closely with portfolio managers and research analysts to enhance investment decision-making and technology integration.

The ideal candidate will have over 5 years of experience in systems analysis, a deep understanding of portfolio analytics, and strong communication skills. A comprehensive benefits package is offered, along with a competitive salary range of USD 90,000 – 180,000.