The Robert Toigo Foundation

Derivatives Portfolio Implementation Management Analyst

Wellington Management Company
Published
December 20, 2019
Location
Boston, Massachusetts
Job Type

Description

Tracing our roots to 1928, Wellington Management is one of the world’s largest independent investment management firms. With US$1 trillion in assets under management as of September 30, 2018, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

 

 

The Position

We are seeking to recruit an Analyst in the Derivatives Platform Implementation Management team to play a critical role in the ongoing evolution of Wellington’s derivatives platform. This newly created role will be the point of contact for derivatives-related issues/requests from clients, investors, trading, etc. that have cross-functional impact and be responsible for assisting with the assessment, prioritization, and, ultimately, implementation of those prioritized requests. This role will also be responsible for the implementation of strategic process and technology initiatives in support of the multiyear overhaul of Wellington’s derivatives platform. This will require day-to-day coordination with many functions across the firm including Investment Teams, Global Trading, Client Services, Portfolio Services, Legal & Compliance, and Information Technology. This role will be based in Boston, MA and will report to and work closely with the Manager of Derivatives Platform Implementation within Portfolio Services.

Responsibilities

Internal and External Relationships

  • Establish and maintain relationships with internal Investment and Trading teams as well as external market participants to understand latest derivative instrument developments and implementation best practices
  • Establish and maintain a new derivatives instrument prioritization process, including consensus building, decision-making, and escalation and transparency protocols; track/maintain priority queue
  • Partner with leads within each function to assess impact of derivative trends, serve as point-person for new requests and issues, and lead the analysis, design and implementation of cross functional changes.
  • Work closely with IT partners and ITPC to drive strategic derivatives IT initiatives

 

Platform Implementation

 

  • Assist with conducting assessment of new requests for derivative instruments or solutions from clients, investors, trading, etc. and coordinate work with Manager of Derivatives Platform implementation and other domain experts to prioritize requests
  • Work directly with market-facing Legal Counsel for US, EMEA, AsiaPac and Compliance teams to understand impact and requirements of new/changing regulations and market structure
  • Assist with driving implementation of cross-functional projects for both strategic and tactical initiatives and new/changing regulations
  • Work with IT and business teams to resolve high priority, cross-functional issues
  • Partner with functional business teams to define and maintain end-to-end, future state workflows and associated roles and responsibilities
  • Partner with IT to define and maintain end-to-end, future state application architecture
  • Participate in developing and maintaining derivatives usage reporting
  • Support Manager of Derivatives Platform Implementation on ad hoc requests

 

Qualifications

 

A successful candidate should have the following qualifications:

 

  • A minimum of 5 years of relevant experience within the buy-side, sell-side, or management consulting industries
  • Experience with derivatives business or derivatives related projects
  • Experience participating in change/transformation programs
  • Strong business analysis skills including ability to coordinate amongst both business and IT teams to assess issues/requests and develop detailed solutions
  • Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment
  • Strong work ethic and attention to detail
  • Excellent communication skills and the ability to liaise with and influence a range of internal and external stakeholders
  • Strong academic credentials, MBA/CFA/CAIA preferred

 

Application Instructions

To submit an application, please follow the link below:

https://wellington.wd5.myworkdayjobs.com/External/job/Boston/Derivative-Platform-Implementation-Analyst_R81022-1

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