Wellington Lead, Operational Data in Boston, Massachusetts
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 transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.
The mission of the Client Operational Data team is to source, expose, and implement new data sets and data functionality driven by client, regulatory, industry, efficiency, and growth needs for use in client deliverables. We seek to accomplish this mission through an integrated partnership with our colleagues in IT (Information Technology) and our business partners throughout the firm globally. In addition, it is our goal to treat data as an asset and to develop and implement data governance principles and data quality controls around the data feeding into client reporting. Trust in our data is key to our firm’s ability to use technology to streamline our processes and create efficiencies and scalability. It is also critical to ensure that our clients are receiving data about their investments that is consistent and accurate.
The Client Operational Data team is responsible for a variety of project-based initiatives, as well as recurring operational tasks, and data support. The Operational Data Lead will be expected to independently lead complex data initiatives and/or data programs and will have significant responsibility and ownership for delivering critical outcomes.
Responsibilities for this role include, but are not limited to:
Lead data initiatives to completion as prioritized and budgeted for on an annual basis; these will be varied and may include a focus on topics such as: sustainable investing, alternatives data, derivatives, regulatory reporting, funds, AUM (Assets Under Management), fixed income reporting, system integrations, system decommissioning, or functional enhancements
Work across project teams and with internal stakeholders to define, document, and test requirements for automated data components in client reporting and marketing deliverables (e.g., presentation books, letters, and factsheets)
Provide support to reporting and client-facing teams regarding data methodology inquiries, data issues, and data automation questions
Collaborate with data owners and IT to create and improve data sources and reports
Facilitate the resolution of data issues between reporting teams and data owners
Contribute to data governance effort including defining critical business terms, documenting data lineage across data sources, and developing data quality control rules utilizing the firm's data governance and quality platforms, Collibra and CollibraDQ
Work with source data business and IT teams on changes in technology to assess impact on reporting and facilitate integrations
Maintenance and development of stored configurations that enable the automation of legitimate reporting customizations
Develop and share expertise in the OneView API and the OneView Client application (proprietary systems)
Work with internal stakeholders to identify data and functionality gaps in OneView Client and work with the OneView Client Project team to define requirements and prioritize enhancements
Balance requests for non-standard data requests and customizations against the need for scalability and automation when discussing reporting solutions
Contribute to the creation and maintenance of training materials and documentation of the team's best practices and procedures
Assist in refining the team's processes, policies, and workflows required to achieve team goals
The ideal candidate will have strong academic credentials, preferably including progress towards a post-graduate and/or professional qualification (e.g., MBA/CFA or equivalent), as well as a minimum of 7 to 10 years of relevant experience in the investment industry. Candidates should demonstrate a high level of capital markets/investment/product knowledge, ideally across multiple asset classes (fixed income knowledge required), as well as experience with advanced investment data concepts such as holdings, characteristics, AUM, security classifications, performance, and attribution. Course work or background in computer science, mathematics, and/or programming will also be viewed favorably.
Candidates must be strategic thinkers with the ability to see the big picture and assess the downstream impact of their work and decisions, in addition to being able to execute detailed processes and respond to complex requests. Sound business judgment, attention to detail, responsiveness, and creative problem-solving are also a must. The role will require an ability to work with business partners on cost/benefit analyses of requests and therefore, strong relationship building and interpersonal communication skills in combination with the ability to push back tactfully will be critical for success. The role also requires individuals to work on multiple, varied, initiatives concurrently, so effective time management, flexibility, and the ability to quickly pivot to different topics is essential.
Given the focus on data automation and technology, the candidate must be able to act as a bridge between business and IT teams, as well as conduct analysis and provide business requirements for technology projects. Strong project management skills (including familiarity with agile project management concepts), quantitative and computer skills (including Excel, proprietary, and vendor tools), as well as clear and effective communication skills are absolutely required.
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 r ace, 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 GMCANINQ@wellington.com .