Lead Systems Analyst - Investor Research Technology
About The Position
Wellington Management is seeking an experienced Lead Systems Analyst for the Research Technology team within Investment Platform Technology. The role focuses on evolving the firm’s proprietary investor research platform, which supports company and manager research, ESG and sustainability, research capture and publishing, investment recommendations, and coverage management. The analyst will help shape research capabilities and identify where AI can make them faster, more insightful, and repeatable across teams. The Lead Systems Analyst leads analysis for complex initiatives, translating investor workflows and research needs into scalable, high-quality technology solutions for Wellington’s global investment platform. The position partners directly with investors and research analysts and works with engineering, architecture, and product teams from concept through release.
Requirements
- Bachelor’s degree in Computer Science, Business, Economics, Finance, or a related subject.
- At least 8 years of experience as a Systems Analyst, Business Analyst, or in a similar role within complex technology environments.
- Exceptional communication and facilitation skills, including the ability to engage with investors and research analysts about complex workflows and research needs.
- Strong analytical and problem-solving skills, including the ability to structure ambiguity, evaluate tradeoffs, and make clear recommendations.
- Demonstrated experience leading analysis across cross-functional teams and coordinating requirements across multiple systems.
- Hands-on experience using AI across the software development lifecycle, including analysis, user story writing, prototyping, testing, and sometimes coding.
- Experience working in Agile or iterative development environments.
- Excellent data analysis skills, including the ability to interpret data and develop conclusions and recommendations.
- Advanced SQL and relational database skills.
Nice To Haves
- Strong understanding of the asset management industry and investor workflows.
- Experience working directly with portfolio managers, research analysts, or investment teams.
- Experience with investment data concepts such as holdings, transactions, security master, analytics, and performance.
- Understanding of financial instruments such as stocks, bonds, swaps, options, futures, forwards, derivatives, and FX.
Responsibilities
- Partner with investors and research analysts to understand how they capture insights, collaborate, reuse investment knowledge, and make decisions.
- Identify opportunities to integrate AI into investment research workflows and work with technology teams to develop solutions investors trust and adopt.
- Lead end-to-end analysis for research technology initiatives and platform enhancements, translating investor needs and workflows into functional requirements, user stories, and acceptance criteria.
- Collaborate with engineers, architects, and product teams to assess solution approaches, tradeoffs, and implementation impacts.
- Facilitate discussions between investment professionals and technology teams to drive stakeholder alignment.
- Support delivery from concept through release, including solution design reviews, testing, and rollout readiness.
- Use investor feedback to identify improvements to workflows, research capabilities, platform usability, and performance.
- Promote effective Agile practices, including well-formed epics and user stories, clear acceptance criteria, backlog readiness, and active participation in sprint planning, reviews, and retrospectives.
Benefits
- Retirement plan
- Health and wellbeing coverage
- 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
- Potential discretionary Corporate Bonus and/or incentives, if eligible
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What This Job Offers
Job Type
Full-time
Career Level
Senior
