About Us

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

The Derivatives Onboarding Lead Analyst role within the Client Integration platform is responsible for coordination of counterparty trading documentation and onboarding for the most complex requests. They prioritize and complete their pipeline of onboardings, driving our team’s agenda with the dealers while managing our counterparty relationships, and acting as a knowledgeable resource regarding the status of each request.

In addition to being responsible for a rolling book of requests, the Lead Analyst is expected to have a high level of impact across the team and key stakeholders groups supporting management in strategic delivery. Additional responsibilities include leading transformation work through technology solutions, vendor tools and relationship management. Participating in working groups and supporting the team and firm by providing education and cross training related to Derivatives Onboarding are also core role attributes. Being team lead for targeted sell-side counterparty relationships is also a primary responsibility.

Responsibilities

• Manage onboardings with counterparties to deadlines provided; are escalation poc for other analysts

• Amend trading agreements (ISDA, MSFTA, MRA, Futures, Swaps Clearing, etc.) to maintain account exhibits

• Maintain milestone updates on open requests for transparency and metrics reporting & complete core tasks such as completion of regulatory adherences on behalf of clients

• Coordinate documentation and communication between clients, the firm, and counterparties

• Act as a control to ensure required information has been provided by clients to facilitate Investment Director’s instrument toolkit

• Maintain records across systems (Salesforce, HighGear, S&P Global platforms, etc.)

• Lead analysis exercises (client optimization, broker/instrument utilization) in partnership with Trade Coordination and Counterparty Risk groups

• Partner with stakeholders to scale business and identify areas of opportunity or education

• Work with vendors on capability enhancements and issues to drive transformation

• Maintain up to date knowledge of industry and regulatory developments, changes with respect to counterparties and derivative reforms, and analyzing the impacts they will have on Wellington and trading documentation

• Nurture our sell-side counterparty relationships to maximize partnership

Qualifications

Lead analyst requires minimum 8 years buy or sell side experience in derivatives onboarding. Important characteristics for success in the role include:

• Bachelor’s degree in business, economics, finance, or related field

• Extensive experience in derivatives onboarding across core OTC instruments (bilateral and cleared) is required; preferably having been a team lead

• Expertise in investment management operations and workflow processes; change management a plus

• Demonstrated success leading projects and working effectively in working groups; ability to clearly define a business problem and create a solutions roadmap

• Ability to synthesize, condense and convey complex information to key stakeholders in clear, digestible terms at varying levels of familiarity

• Experience in successfully training others in Derivatives Onboarding requirements

• Service oriented; ability to balance policy standards with a business perspective

• Strong business judgement and analytical skills; tableau experience preferred

• Deadline focused, with the ability to manage and prioritize multiple projects and issues concurrently

• Ability to identify, research and resolve unfamiliar issues

• Ability to work autonomously as well as within a team environment

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.