Strategist, Investment Platform Business Enablement

Wellington Management • Boston, MA

79d • $80,000 - $180,000

About The Position

Our global investment platform is comprised of over 500 investment professionals across various investment functions (Equity & Fixed Income Boutiques, Research, Solutions, Hedge Funds, Privates, and Investor Excellence) in seven locations (Boston, Hong Kong, London, Radnor, San Francisco, Singapore, and Tokyo). Within the COO office, we are seeking a Strategist to join the leadership of our Investment Platform Business Enablement team and drive platform scale, efficiency and operating leverage via scalable workflows and the profound integration of technology. The Strategist will be aligned to a business function within the Investment Platform and hold product ownership for a cross-platform capability driving a product vision based on Investment Platform and investor needs. They will actively provide leadership in technology and business strategy while developing mastery in the group’s investment processes and providing a point of contact for investors in the department. The Strategist will use a deep understanding of the investment process and strong judgement to prioritize the department’s technology needs and maximize the value of technology investment by driving change management, socialization, and adoption. This is a dynamic role that requires investment process expertise, technology vision and fluency, a global mindset, intellectual curiosity, and strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The Strategist will report to the Director of Business Enablement and will be a member of the IP Business Leadership team to which they are aligned. As a new role on the team, we expect the successful candidate will bring their own ideas and experiences to shape the role for maximum impact.

Requirements

• 10+ years of experience in an investment, trading, or investment technologist role in asset management, ideally with exposure to complex alternative and hedge fund investment strategies.
• Demonstrated ability to be a strategic business leader and project manager, including the ability to be a change agent and rally support for large-scale initiatives.
• Technical aptitude and ability to partner with and provide a sounding board to IT on technical subjects.
• Credibility to engage productively with senior investors and leaders, including ability to constructively challenge status quo and solve problems.
• Demonstrated ability to engage the organization appropriately, making sure that all relevant parties and functional groups are informed, involved, and engaged.
• Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary.
• Capacity for differentiated thinking and ability to problem solve effectively.
• Strong academic credentials; MBA and/or CFA (or equivalent) is preferred.

Responsibilities

• Engage with management and investors to build deep relationships and develop mastery in the teams’ investment processes to continuously evolve the Investment Platform infrastructure and technology strategy to meet the needs of the business and investors.
• Communicate and educate investors on the technology strategy.
• Guide investors to strategic platform and serve as a change agent during technology transitions.
• Work with the Head of their Investment Platform function to promote business accountability and strategic alignment.
• Drive investment discipline and the technology strategy and roadmap to enable profound integration of technology into the department.
• Propel engagement of department leadership in technology strategy.
• Use strong judgment and domain expertise to prioritize and enable the department’s infrastructure needs, including making trade-offs.
• Capture business requirements and raise capability requests to technology product owners to ensure the needs are represented in broader capability plans and priorities.
• Participate in and escalate issues to appropriate forum, informing broader capability plans based on Investment Platform requirements, resourcing, roadmap, and dependencies.
• Collaborate with platform leadership, IT, infrastructure to synthesize requirements and investor needs across teams to inform design plans and prioritization.

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 (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Master's degree