Performance & Benchmark Analyst
About The Position
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. We are seeking a Performance Analyst to join our Performance Team. This role will focus on supporting the delivery of accurate, timely performance and attribution analysis across a broad range of investment strategies. The ideal candidate will bring strong analytical capabilities, attention to detail, and a desire to develop expertise in performance measurement, investment analytics, and data-driven insights.
Requirements
- Bachelor’s degree in Finance, Economics, Mathematics, or a related field
- 1–3 years of experience in investment performance, analytics, or operations
- Strong analytical and problem-solving skills with attention to detail
- Basic understanding of investment concepts (equity, fixed income, or multi-asset)
- Proficiency in Excel; familiarity with SQL and/or Python is a plus
- Strong written and verbal communication skills, with the ability to interact effectively with business, operations, and technology stakeholders.
- Self‑motivated and able to manage multiple priorities in a fast paced, evolving technical environment.
Nice To Haves
- Interest in pursuing CFA or CIPM preferred
- Intellectual curiosity about investment strategies and markets
- Interest in automation, data platforms, and AI-driven analytics
- Collaborative mindset with ability to work across teams
- Exposure to investment data domains such as performance measurement, benchmarks, attribution, analytics, holdings, or transactions.
- Experience validating or reconciling system outputs (e.g., calculations, reports, or data feeds) against business expectations.
Responsibilities
- Support the production and validation of portfolio performance and attribution results across asset classes
- Analyze performance drivers and assist in communicating insights to investment, product, and client-facing teams
- Monitor and investigate data quality and performance discrepancies, working with internal teams to resolve issues
- Collaborate with investment, operations, and technology teams on performance-related workflows
- Assist in maintaining and improving performance reporting processes, controls, and documentation
- Contribute to automation and efficiency initiatives (e.g., SQL, Python, reporting tools)
- Support composite and benchmark-related processes
- Participate in ongoing enhancement of analytics, tools, and reporting infrastructure
Benefits
- retirement plan
- health and wellbeing
- dental
- vision
- 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 (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
