Lead Portfolio Analytics Systems Architect - Hybrid

Wellington Management Co; Boston (MA); Hybrid; USD 90,000 - 180,000; Full time

Benefits offered by this job

Comprehensive benefit package

Flexible work environment

Retirement plan

Health and dental coverage

Job summary

A prominent investment management firm in Boston is seeking a Lead Systems Analyst to join their Portfolio Analysis Technology team. This role involves partnering with investment professionals to shape and enhance portfolio analytics tools. The ideal candidate will have over 5 years of experience, a strong understanding of portfolio risk and performance, and the ability to translate complex workflows into functional requirements. This position offers a competitive salary and benefits package, with opportunities for remote work flexibility.

Qualifications

• 5+ years of experience as a Systems Analyst, Business Analyst, or similar role.
• Experience working with portfolio managers or research analysts.
• Familiarity with AI-enabled tooling ecosystems.

Responsibilities

• Partner with portfolio managers to understand portfolio analytics and risk.
• Lead analysis for portfolio initiatives and enhancements.
• Collaborate with engineering and product teams on solution approaches.

Skills

Strong understanding of portfolio analytics

Exceptional communication skills

Analytical and problem-solving skills

Experience in Agile environments

Education

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

Tools

Python

SQL

Data analysis tools

Job description

A prominent investment management firm in Boston is seeking a Lead Systems Analyst to join their Portfolio Analysis Technology team. This role involves partnering with investment professionals to shape and enhance portfolio analytics tools. The ideal candidate will have over 5 years of experience, a strong understanding of portfolio risk and performance, and the ability to translate complex workflows into functional requirements. This position offers a competitive salary and benefits package, with opportunities for remote work flexibility.