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, partnering closely with Product Management, Performance, and Client Reporting Services. The team is a subject matter expert and consultative resource on GIPS interpretation and application, including composite construction and membership, 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 maintaining a strong control environment in support of regulatory, client reporting, and marketing needs. Employees work from the office four days per week, with flexibility to work remotely one day per week.

Requirements

Ability to interpret GIPS standards and use practical experience to advise on composite construction, investment discretion, risk disclosures, and benchmark appropriateness.
Demonstrated knowledge of GIPS Composite Reports and industry practice.
Ability to balance and prioritize multiple tactical and strategic goals in a fast-paced environment and adapt to changing business 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 making clear, well-supported recommendations.
Collaborative approach and willingness to work across functional teams to strengthen governance, controls, and communication.
Strong attention to detail, intellectual curiosity, and commitment to high-quality work.
Ability to quickly learn 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.
CFA and/or CIPM.
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 GIPS, including CFA Institute Guidance Statements, Q&A publications, and industry best practices.
Evaluate, interpret, and implement changes to GIPS 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 implementation of updates arising 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.
Provide practical guidance that aligns with GIPS standards.
Participate in the monthly Composite Working Group 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 composite descriptions, benchmark assignments and disclosures, non-discretionary account reviews, account openings and closures, and the effects of client guideline changes and other portfolio-specific events.
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 stakeholder groups.
Provide subject-matter guidance to Product Management and other business partners on complex composite matters and GIPS interpretation and application.

Benefits

Retirement plan
Health and wellbeing benefits
Dental, vision, and 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