Lead Systems Analyst - Investor Research Technology
About The Position
Wellington Management is seeking an experienced Lead Systems Analyst to join 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 Lead Systems Analyst will shape research capabilities and identify how AI can make them faster, more insightful, and repeatable across teams. The role leads analysis for complex initiatives, translating investor workflows and research needs into scalable, high-quality technology solutions for the global investment platform. The analyst partners with investors and research analysts, identifies and shapes AI opportunities in research workflows, and collaborates with engineering, architecture, and product teams to assess solution options. The role supports initiatives from concept through release, including solution design reviews, testing, and rollout readiness, while improving workflows, research capabilities, platform usability, and performance. Wellington employees work from offices four days a week, with flexibility to work remotely one day a week.
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 directly with investors and research analysts about complex investment workflows and research needs.
- Strong analytical and problem-solving skills, including structuring ambiguity, evaluating tradeoffs, and making clear recommendations.
- Demonstrated experience leading analysis efforts 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, in some cases, coding.
- Experience working in Agile or iterative development environments.
- Excellent data analysis skills, including the ability to interpret data and produce 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 foreign exchange.
Responsibilities
- Partner with investors and research analysts to understand how they capture insights, collaborate, reuse investment knowledge, and make decisions.
- Identify and shape opportunities to integrate AI into investment research workflows, working with technology teams to develop solutions investors trust and adopt.
- Lead end-to-end analysis for research technology initiatives and platform enhancements, translating needs and workflows into functional requirements, user stories, and acceptance criteria.
- Collaborate with engineers, architects, and product teams to evaluate 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 direct investor feedback to identify opportunities to enhance workflows, research capabilities, platform usability, and performance.
- Promote high-quality 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 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
