Principal Business Analyst - Fixed Income - Analytics

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

The position

The Security Analytics / Fixed Income Technology team is responsible for delivering and supporting mission-critical platforms that enable Wellington’s investment professionals and the Investment Science and Analytics teams to price, analyze, and attribute the performance of securities across a wide range of asset classes. Our flagship analytics platform supports security-level pricing and analytics computation, as well as performance attribution, and is central to the firm’s investment decision-making and reporting processes.

We are seeking a Principal Business Analyst to drive the evolution and support of this platform. This role requires a deep understanding of financial instruments, security analytics, and the principles of financial instrument pricing, combined with strong technical acumen, a solid understanding of software development practices, and strong analytical and communication skills. Experience with performance attribution is also valuable. The successful candidate will work closely with quantitative analysts, developers, and investment professionals to ensure the platform meets the evolving needs of the business, data quality standards, and industry best practices.

Responsibilities

• Act as the lead business analyst for the security analytics platform, with a focus on security-level pricing and analytics capabilities, as well as performance attribution.
• Partner with quantitative research and investment teams to understand security analytics, pricing, and attribution methodologies and translate them into functional and technical requirements.
• Lead initiatives to enhance analytics quality, model transparency, data quality, and system robustness.
• Partner with technology teams to drive the timely and accurate delivery of analytics capabilities and enhancements.
• Support critical production systems and act as a subject matter expert for security analytics, pricing, and attribution inquiries, including investigation and resolution of analytical and data issues.
• Coordinate with internal stakeholders and external vendors during testing, validation, and implementation phases.
• Own and maintain business requirements, functional specifications, acceptance criteria, and support documentation for the platform.
• Drive continuous improvement in analytics workflows, data integration, and user experience.

Qualifications

• Minimum 10 years of relevant financial services experience, including substantial experience as a business systems analyst delivering and supporting security analytics and/or instrument pricing platforms. Experience with performance attribution is also valuable.
• Practical understanding of financial instruments across multiple asset classes, including equities, bonds, swaps, options, futures, forwards, asset-backed securities, and mortgages.
• Deep understanding of security analytics and financial instrument pricing for one or more major asset classes, with broad working knowledge across additional asset classes.
• Strong knowledge of security analytics methodologies, including the inputs, calculations, assumptions, and interpretation of security-level analytics; knowledge of performance attribution methodologies is also desirable.
• Strong technical acumen and experience working with engineering teams throughout the software development lifecycle, including requirements analysis, solution design, development, testing, implementation, and production support.
• Experience working with third-party security analytics, pricing, and market data providers (e.g., Bloomberg, FactSet, MSCI, or similar providers).
• Experience working with third-party or proprietary pricing and analytics engines, libraries, or applications used to calculate and validate security-level analytics (e.g., Numerix, Calypso, FinCad).
• Experience with investment and security data concepts, including holdings, transactions, security master, market data, analytics, and performance, and an understanding of how these data domains support security-level analytics.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving skills with high attention to detail.
• Proven ability to build strong relationships with business partners and drive consensus across teams.
• Demonstrated ability to translate complex analytical methodologies and business needs into clear requirements, functional specifications, use cases, acceptance criteria, and test plans.
• Creative, innovative, and focused on continuous improvement.
• Self-motivated and able to thrive in a fast-paced, result-oriented environment.
• Ability to work independently and demonstrate ownership of outcomes.
• Hands-on knowledge of SQL, relational databases, and data analysis.
• Hands-on experience with scripting languages such as Python or similar tools used to prototype, investigate, test, and validate analytical solutions.
• Experience supporting critical production applications.
• Strong understanding of SDLC practices and demonstrated experience driving complex technology initiatives from requirements and solution design through testing, implementation, and production support.
• Bachelor’s degree required.
• CFA Institute Claritas Certificate, CFA Charter, or progress toward one is considered an asset.

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 GMWTalentOperations@wellington.com.

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:

About Us

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. 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. 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.

For more information, please visit https://www.wellington.com/en/