Senior Business AnalystWe 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.ResponsibilitiesPartner directly with business stakeholders at all levels to define, analyze, prioritize, and document requirementsAct as a trusted advisor and advocate for business needs, balancing near-term delivery with long-term platform scalabilityPerform detailed systems analysis and produce clear functional specifications, workflows, and use cases for delivery teamsDevelop a deep understanding of internal systems, APIs, and datasets to inform solution design and assist with support effortsCollaborate closely with engineering teams to ensure timely delivery of high-quality, scalable solutionsProvide input into system design and support estimation, planning, and implementation schedulingEnsure solution quality by defining and enforcing testing standards, validation controls, and auditability requirementsPerform hands-on analysis for production issues and support user training and adoptionManage product releases and coordinate post-release validation and stabilizationDevelop prototypes and support UX/UI design efforts where appropriateAssist with project management activities, including status reporting, dependency management, and issue trackingQualifications7+ years of experience in business analysis, with several years in investment management or financial servicesProven experience working directly with business partners and leading end-to-end solution deliveryStrong experience writing requirements, functional specifications, use cases, and test plansSolid understanding of portfolio management, investment workflows, and hedge fund operations; experience with portfolio management or portfolio implementation systems is a plusBroad understanding of asset classes (equities, fixed income, FX, derivatives) and key investment data concepts including holdings, transactions, analytics, performance, and riskStrong analytical and problem-solving skills with exceptional attention to detailExcellent written and verbal communication skillsHands-on data analysis experience, including strong SQL skills or experience with relational databasesExperience with Python; familiarity with tools such as Tableau, JIRA, and version control systems (e.g., Git) is a plusExperience documenting and diagramming workflows using tools such as VisioExperience analyzing HTTP requests and responses using tools such as Postman or HoppscotchExperience leveraging modern analytics, automation, or AI-assisted tools (e.g., AI copilots, code assistants, workflow automation) to improve productivity, analysis, or documentation qualityAbility to apply AI tools responsibly, with an understanding of data privacy, intellectual property, and model limitationsDemonstrated interest in using AI and advanced tooling to enhance business analysis workflows, including requirements development, data exploration, testing, and knowledge discoveryComfort collaborating with engineering teams on data- and AI-enabled solutions, even if not directly responsible for model developmentAbility to work independently and collaboratively in a fast-paced, team-oriented environmentIntellectual curiosity and a demonstrated ability to learn new systems and concepts quicklyCFA or other relevant financial certifications are a plusNot 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 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 - 150,000This 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.