Senior Business Analyst, Hedge Funds Technology

Wellington Management; Boston (MA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits package

Hybrid work model (4 days in office, 1

Sabbatical/tuition support

Job summary

Wellington Management is building a cutting-edge hedge fund technology platform and seeks a Senior Business Analyst to translate complex business needs into scalable tech solutions. You will partner with stakeholders, work across finance and engineering, and help modernize real-time P&L capabilities and investor analytics.

The role requires strong analytical skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• 7+ years of experience in business analysis, with investment management or financial services background.
• Experience leading end-to-end solution delivery with business partners.
• Proficiency in writing requirements, specifications, use cases, and test plans.
• Understanding of portfolio management, investment workflows, and hedge fund operations.

Responsibilities

• Define, analyze, prioritize, and document requirements with stakeholders.
• Collaborate with engineering to deliver scalable solutions on time.
• Develop functional specs, workflows, and use cases for delivery teams.
• Perform hands-on data analysis and diagnose production issues as needed.
• Plan releases, post-release validation, and stabilization activities.
• Support UX/UI design efforts and prototype as needed.
• Coordinate project status, dependencies, and issue tracking.

Skills

SQL

Python

Tableau

JIRA

Git

Visio

Postman

Education

CFA or other financial certifications

Tools

Tableau

JIRA

Git

Postman

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

At Wellington Management, our appetite for technology is insatiable. We recognize that the world presents increasingly complex and fascinating questions that directly impact companies, economies, financial markets, and entire industries. We are building an innovative, industry‑leading technology platform to help answer those questions, and we are looking for talented individuals to help us do it.

As part of our expanding technology organization, you will help design, build, and evolve solutions that address today’s investment challenges while delivering real, measurable impact. Our technology platform must support a high degree of scale, sophistication, and reliability, and this complexity demands exceptional people. This is an opportunity to think big, solve meaningful problems, and positively influence outcomes for our clients.

JOB OVERVIEW

We are seeking a Senior Business Analyst to play a critical role in delivering solutions for our hedge fund investment teams. This role requires strong analytical skills, exceptional attention to detail, and the ability to translate complex business needs into scalable technology solutions.

The successful candidate will be a self‑starter who can manage multiple priorities, collaborate effectively across the organization, and operate comfortably in a fast‑paced, business‑critical environment. Excellent communication, organization, and delivery skills are essential, as is a strong desire to continuously learn and improve.

The Hedge Fund Technology team supports Wellington’s hedge fund investors and related internal investment teams by delivering technology solutions that enhance the efficiency, speed, and quality of complex investment decision‑making. Current initiatives include modernization of real‑time P&L capabilities, investor‑facing analytics, and broader hedge fund tooling. In this role, you will play a key part in shaping and delivering these platforms and services.

RESPONSIBILITIES

• Partner directly with business stakeholders at all levels to define, analyze, prioritize, and document requirements
• Act as a trusted advisor and advocate for business needs, balancing near‑term delivery with long‑term platform scalability
• Perform detailed systems analysis and produce clear functional specifications, workflows, and use cases for delivery teams
• Develop a deep understanding of internal systems, APIs, and datasets to inform solution design and assist with support efforts
• Collaborate closely with engineering teams to ensure timely delivery of high‑quality, scalable solutions
• Provide input into system design and support estimation, planning, and implementation scheduling
• Ensure solution quality by defining and enforcing testing standards, validation controls, and auditability requirements
• Perform hands‑on analysis for production issues and support user training and adoption
• Manage product releases and coordinate post‑release validation and stabilization
• Develop prototypes and support UX/UI design efforts where appropriate
• Assist with project management activities, including status reporting, dependency management, and issue tracking

QUALIFICATIONS

• 7+ years of experience in business analysis, with several years in investment management or financial services
• Proven experience working directly with business partners and leading end‑to‑end solution delivery
• Strong experience writing requirements, functional specifications, use cases, and test plans
• Solid understanding of portfolio management, investment workflows, and hedge fund operations; experience with portfolio management or portfolio implementation systems is a plus
• Broad understanding of asset classes (equities, fixed income, FX, derivatives) and key investment data concepts including holdings, transactions, analytics, performance, and risk
• Strong analytical and problem‑solving skills with exceptional attention to detail
• Excellent written and verbal communication skills
• Hands‑on data analysis experience, including strong SQL skills or experience with relational databases
• Experience with Python; familiarity with tools such as Tableau, JIRA, and version control systems (e.g., Git) is a plus
• Experience documenting and diagramming workflows using tools such as Visio
• Experience analyzing HTTP requests and responses using tools such as Postman or Hoppscotch
• Experience leveraging modern analytics, automation, or AI‑assisted tools (e.g., AI copilots, code assistants, workflow automation) to improve productivity, analysis, and documentation quality
• Ability to apply AI tools responsibly, with an understanding of data privacy, intellectual property, and model limitations
• Demonstrated interest in using AI and advanced tooling to enhance business analysis workflows, including requirements development, data exploration, testing, and knowledge discovery
• Comfort collaborating with engineering teams on data‑and‑AI‑enabled solutions, even if not directly responsible for model development
• Ability to work independently and collaboratively in a fast‑paced, team‑oriented environment
• Intellectual curiosity and a demonstrated ability to learn new systems and concepts quickly
• CFA or other relevant financial certifications are a plus

JOB TITLE

Senior Business Analyst, Hedge Funds Technology

JOB FAMILY

Systems Analysis

LOCATION

280 Congress

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 [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 80,000 - 150,000

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 salaryis 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.