Lead Systems Analyst

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

Benefits offered by this job

Retirement plan

Health and wellbeing benefits

Dental, vision, pharmacy coverage

Commuter program

Paid time off

Job summary

Wellington Management is seeking an experienced Lead Systems Analyst to join the Portfolio Analysis Technology team. You will translate investor workflows into scalable technology solutions that support portfolio analytics, risk analysis, and investment decision-making for a global client base.

You will partner with portfolio managers, researchers, product managers, and engineers to shape the evolution of the firm’s analytics platform, delivering high‑quality solutions and leading end‑to‑end

Qualifications

• 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 asset management industry and portfolio analytics (risk, performance attribution, construction, or factor exposures).
• Exceptional communication and facilitation skills to engage with portfolio managers and analysts.
• Strong analytical and problem-solving skills to structure ambiguity, evaluate tradeoffs, and make recommendations.
• Experience leading analysis across cross-functional teams and coordinating requirements across multiple systems.
• Experience working in Agile or iterative development environments.

Responsibilities

• Partner with portfolio managers and research analysts to understand portfolio analytics, risk, and decision-making workflows.
• Lead analysis for portfolio analytics initiatives and translate needs into clear requirements and acceptance criteria.
• Lead end-to-end analysis for complex initiatives spanning data, analytics, and user experience.
• Collaborate with engineers, architects, and product teams to evaluate approaches and impacts.
• Facilitate alignment among investment professionals and technology teams.
• Support delivery from concept through release, including design reviews and rollout readiness.
• Identify opportunities to enhance investor workflows and platform usability.
• Drive high-quality Agile practices with epics, stories, acceptance criteria, and sprint participation.

Skills

5+ years experience

Portfolio analytics

Communication skills

Analytical thinking

Lead cross-functional teams

Agile experience

Python

SQL

Data analysis tools

Copilot/AI tooling

Education

Bachelor's degree in Computer Science

Bachelor's degree in Engineering

Bachelor's degree in Business

Bachelor's degree in Finance

Tools

Python

SQL

Data analysis tools

Copilot AI tooling

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

Role Overview

Wellington Management is seeking an experienced Lead Systems Analyst to join the Portfolio Analysis Technology team within the Investment Platform Technology organization. This 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. The Lead Systems Analyst will play a critical role in shaping the evolution of Wellington’s portfolio analysis platform. This individual will lead analysis for complex initiatives, translating investor workflows and analytical needs into scalable, high‑quality technology solutions that support the firm’s global investment platform.

RESPONSIBILITIES

• 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 complex investor needs into clear 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 direct investor 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.

Required QUALIFICATIONS

• 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 Qualifications

• Experience working directly with portfolio managers, research analysts, or investment teams.
• Experience working on investment analytics platforms supporting portfolio analysis, risk, or performance.
• Working familiarity with Python, SQL and data analysis tools.
• Experience with AI‑enabled tooling ecosystems (e.g. Copilot) and adoption patterns

Why Wellington Management

At Wellington Management, technology is central to our investment success. In this role, you will partner directly with investors to shape the tools they rely on to analyze portfolios and make investment decisions.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal 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 [e-mail].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 90,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high‑value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back‑up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

We believe that in‑person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.