Senior ETF Operations Analyst

Wellington Management•Needham, MA

1d•Hybrid

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. About the Role Portfolio Operations within the Global Operations Group has an open position for a Senior ETF Operations Analyst. The analyst will work closely with the Principal ETF Analyst to perform all current ETF responsibilities for existing funds. Once proficient and independent on these functions, the analyst will assist with the role out of a large ETF project for the firm. The project will include a focus on process optimization through the identification and implantation of technology solutions to increase operational efficiency and build scale. Once live, the senior will then assume additional responsibilities necessary to support the business.

Requirements

3+ years of relevant investment operations experience preferred
Bachelor's Degree in Economics, Finance, Business Administration, or related field of study
Solid Understanding of the ETF ecosystem and the operational aspects of launching & managing ETFs, as well as the benefits of the ETF structure
Comfortable working in an evolving environment, this is a new business, and the role will change as the product grows and we implement technology solutions
Excellent communication skills
Strong attention to detail
Individual must be an independent self-starter, a team player
Able to work on multiple assignments and complete high-quality work against strict and competing deadlines
Proficiency in Microsoft Word and Excel
A positive, collegial attitude and a high level of professionalism are essential

Responsibilities

Partner with Portfolio Management, Product Management, Investment Implementation, Trading, Operations, Technology, Legal and Compliance to effectively grow and operationalize our lineup of ETF products
Collaborate with investment teams, Legal and Compliance to create and maintain ETF-specific policies and procedures, especially as they pertain to custom baskets.
Help lead specific key initiatives that are critical to evolving our ETF business such as the build out of basket construction and tax-optimized trade routing
Primary internal contact and subject matter expert for ETF product discussions
Establish and maintain relationships across ETF Capital Markets including Authorized Participants (Aps), Market Makers, Third Party Technology and Data Vendors
Stay updated on developments in the broader ETF ecosystem
Monitor and assess the ETF operations control environment; identify potential issues and their impact on internal controls and drive a course of action to mitigate risk
Strong analytical, prioritization, organizational, and time management skills
Serve as thought partner to investment and product teams with an emphasis on minimizing capital gains

Benefits

retirement plan
health and wellbeing
dental, vision, and pharmacy coverage
health savings account
flexible spending accounts and commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement an d paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)