Performance & Benchmark Analyst
Wellington Management is a global investment management firm offering comprehensive capabilities across various capital markets. They are seeking a Performance Analyst to support accurate performance and attribution analysis for diverse investment strategies, requiring strong analytical skills and attention to detail.
Responsibilities
- Support the production and validation of portfolio performance and attribution results across asset classes
- Analyze performance drivers and assist in communicating insights to investment, product, and client-facing teams
- Monitor and investigate data quality and performance discrepancies, working with internal teams to resolve issues
- Collaborate with investment, operations, and technology teams on performance-related workflows
- Assist in maintaining and improving performance reporting processes, controls, and documentation
- Contribute to automation and efficiency initiatives (e.g., SQL, Python, reporting tools)
- Support composite and benchmark-related processes
- Participate in ongoing enhancement of analytics, tools, and reporting infrastructure
Skills
- Bachelor's degree in Finance, Economics, Mathematics, or a related field
- 1–3 years of experience in investment performance, analytics, or operations
- Strong analytical and problem-solving skills with attention to detail
- Basic understanding of investment concepts (equity, fixed income, or multi-asset)
- Proficiency in Excel; familiarity with SQL and/or Python is a plus
- Strong written and verbal communication skills, with the ability to interact effectively with business, operations, and technology stakeholders
- Self‑motivated and able to manage multiple priorities in a fast paced, evolving technical environment
- Interest in pursuing CFA or CIPM preferred
- Intellectual curiosity about investment strategies and markets
- Interest in automation, data platforms, and AI-driven analytics
- Collaborative mindset with ability to work across teams
- Exposure to investment data domains such as performance measurement, benchmarks, attribution, analytics, holdings, or transactions
- Experience validating or reconciling system outputs (e.g., calculations, reports, or data feeds) against business expectations
Benefits
- Discretionary Corporate Bonus and/ or Incentives, if eligible
- Retirement plan
- Health and wellbeing
- Dental
- Vision
- 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
- Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
- Flexible work environment that enables employees to thrive personally and professionally
- Employees work from our offices 4 days a week with flexibility to work remotely 1 day a week
Company Overview