Composite Analyst

Wellington Management•Boston, MA

2d•Hybrid

About The Position

The Composite Analyst is a member of Wellington Management’s Composite Team, which oversees the Firm’s policies, procedures, and control framework for compliance with the Global Investment Performance Standards (GIPS®). The role supports governance, construction, maintenance, and analysis of the Firm’s composites, working closely with Product Management, Performance, and Client Reporting Services. The team serves as a subject matter expert and consultative resource on GIPS interpretation and application, including composite construction and membership, GIPS Composite Report content and disclosures, investment discretion, client guideline changes, and benchmark changes. The analyst participates in the Firm’s Composite Working Group, which reviews and approves composite-related requests, evaluates complex or emerging issues, and establishes firmwide policies and standards. Success requires developing an understanding of the Firm’s investment strategies and applying GIPS expertise to support composite oversight, reporting, and controls.

Requirements

Ability to interpret GIPS standards using practical experience and provide guidance on composite construction, investment discretion, risk disclosures, and benchmark appropriateness.
Demonstrated knowledge of GIPS Composite Reports and industry practice.
Ability to balance and prioritize tactical and strategic goals in a fast-paced environment and adapt to changing priorities.
Demonstrated analytical skills and investment curiosity, including the ability to understand differences among investment approaches and ensure they are reflected in GIPS Composite Reports.
Excellent written and verbal communication skills, including presenting complex information objectively, facilitating constructive discussion, and providing clear, well-supported recommendations.
Collaborative mindset and willingness to work across functional teams to strengthen composite governance, controls, communication, and oversight.
Strong attention to detail, intellectual curiosity, and commitment to high-quality work.
Ability to quickly learn new systems and technologies and communicate complex information clearly, concisely, and effectively.

Nice To Haves

Knowledge of equity, fixed income, multi-asset, and alternative investment strategies.
Strong academic credentials.
CFA and/or CIPM designation.
Two or more years of relevant experience in investment performance measurement, GIPS compliance, product management, investment operations, performance reporting, or a related field.

Responsibilities

Develop and maintain expertise in the GIPS standards, CFA Institute Guidance Statements, Q&A publications, and industry best practices.
Evaluate, interpret, and implement changes to GIPS standards and recommend updates to the Firm’s policies, procedures, and control framework.
Create, maintain, and oversee the Firm’s GIPS Composite Reports, including periodic side-by-side reviews with Product Management and updates resulting from Working Group decisions, regulatory developments, and product changes.
Develop an understanding of the Firm’s investment products and strategies and partner with Product Management on composite performance, construction, benchmark selection, disclosures, and reporting requirements.
Participate in monthly Composite Working Group meetings by preparing and presenting materials, facilitating discussions, raising questions, assessing risks and implications, making recommendations, and implementing approved decisions.
Oversee composite construction and membership integrity, including maintaining descriptions, benchmark assignments and disclosures; reviewing non-discretionary accounts; monitoring account openings and closures; and evaluating the effect of client guideline changes and portfolio events on membership.
Establish, maintain, and enhance composite governance and oversight policies, procedures, and controls.
Identify opportunities to improve workflows, operational controls, infrastructure, collaboration, and communication across Product Management and other stakeholders.
Serve as a subject matter expert and trusted resource, advising Product Management and business partners on interpretation and application of GIPS standards.

Benefits

Retirement plan
Health and wellbeing benefits
Dental coverage
Vision coverage
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
Eligible employees may receive a discretionary Corporate Bonus and/or incentives
Comprehensive benefits package for employees and their families