Principal, Business Analyst
About The Position
The Security Analytics Technology team is responsible for delivering and supporting mission-critical platforms that enable Wellington’s investment professionals and the Investment Science and Analytics teams to price, analyze, and attribute the performance of securities across a wide range of asset classes. Our flagship analytics platform supports instrument pricing, analytics computation, and performance attribution, and is central to the firm’s investment decision-making and reporting processes. We are seeking a Principal Business Analyst to drive the evolution and support of this platform. This role requires a deep understanding of all asset classes, the principles of financial instrument pricing, analytics, and performance attribution, combined with proven senior engineering skills and strong analytical and communication abilities. The successful candidate will work closely with quantitative analysts, developers, and investment professionals to ensure the platform meets the evolving needs of the business, data quality standards, and industry best practices.
Requirements
- Minimum 10 years’ experience as a business systems analyst in the financial services industry, with a focus on security analytics, instrument pricing, or performance attribution.
- Practical understanding of financial instruments including stocks, bonds, swaps, options, futures, forwards, asset-backed securities, and mortgages.
- Deep understanding of all asset classes and the principles of financial instrument pricing.
- Strong knowledge of analytics and performance attribution methodologies across asset classes.
- Proven senior engineering skills, including hands-on experience in software design, development, and architecture.
- Experience working with analytics and pricing vendors (e.g., Bloomberg, FactSet, MSCI).
- Exposure to vendor valuation libraries and applications (e.g., Numerix, Calypso, FinCad).
- Experience with investment data concepts such as holdings, transactions, security master, analytics, and performance.
- Excellent written and verbal communication skills.
- Strong analytical and problem-solving skills with high attention to detail.
- Proven ability to build strong relationships with business partners and drive consensus across teams.
- Experience writing requirements, functional specifications, use cases, and test plans.
- Creative, innovative, and focused on continuous improvement.
- Self-motivated and able to thrive in a fast-paced, result-oriented environment.
- Ability to work independently and demonstrate ownership of outcomes.
- Hands-on knowledge of SQL and relational database technology.
- Expert knowledge of Java and Python are required.
- Experience supporting critical production applications.
- Solid understanding of the software development life cycle.
- Bachelor’s degree required.
Nice To Haves
- CFA Institute Claritas Certificate, CFA Charter, or progress toward one is considered an asset.
Responsibilities
- Act as the lead business analyst for the security analytics platform, with a focus on instrument pricing, analytics, and performance attribution capabilities.
- Partner with quantitative research and investment teams to understand pricing and attribution methodologies and translate them into functional and technical requirements.
- Lead initiatives to enhance analytics data quality, model transparency, and system robustness.
- Collaborate with technology teams to ensure timely and accurate delivery of analytics features and enhancements.
- Support production systems and act as a subject matter expert for analytics, pricing, and attribution inquiries and issue resolution.
- Coordinate with internal stakeholders and external vendors during testing, validation, and implementation phases.
- Maintain comprehensive documentation of business requirements, functional specifications, and support procedures.
- Drive continuous improvement in analytics workflows, data integration, and user experience.
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
Principal
