Principal Business Analyst
About the job
- At least 10 years of experience as a business systems analyst in the financial services industry, focused on risk management.
- Practical understanding of financial instruments, including stocks, bonds, swaps, options, futures, forwards, asset-backed securities, and mortgages.
- Strong knowledge of fixed-income risk analytics, including duration, convexity, spread measures, and scenario analysis.
- Practical understanding of derivatives valuation and risk management approaches.
- Experience working with risk and analytics vendors such as Yield Book, Bloomberg, and Point.
- Exposure to vendor valuation libraries and applications such as Numerix, Calypso, and FinCad.
- Experience with investment data concepts such as holdings, transactions, security master, analytics, and performance.
- Experience writing requirements, functional specifications, use cases, and test plans.
- Hands-on knowledge of SQL and relational database technology.
- Experience supporting critical production applications.
- Solid understanding of the software development life cycle.
- A bachelor's degree is required.
- Act as the lead business analyst for the risk platform, focusing on risk modeling, valuation, and reporting capabilities.
- Partner with the Global Risk & Analytics team to understand risk methodologies and translate them into functional and technical requirements.
- Lead initiatives to enhance risk data quality, model transparency, and system robustness.
- Collaborate with technology teams to ensure timely and accurate delivery of risk-related features and enhancements.
- Support production systems and serve as a subject matter expert for risk-related inquiries and issue resolution.
- Coordinate with internal stakeholders and external vendors during testing, validation, and implementation phases.
- Maintain comprehensive documentation of business requirements, functional specifications, and support procedures.
- Drive continuous improvement in risk workflows, data integration, and user experience.
- Working knowledge of Python is a strong plus.
- Familiarity with Java is a plus.
- CFA Institute Claritas Certificate, CFA Charter, or progress toward one is considered an asset.
About the company
Wellington Management is a global investment management firm that offers equity, fixed income, multi-asset, and alternative investments to both institutional clients (such as pension funds, endowments, foundations, and insurers) and individual investors. It manages assets on behalf of clients, earning fees based on assets under management (AUM) and on investment performance. The firm relies on deep research capabilities and market insights to tailor investment strategies that meet client needs, and it integrates environmental, social, and governance (ESG) factors into its process. What sets Wellington Management apart is its broad suite of investment options combined with a commitment to ESG integration and a client-tailored approach, supported by a culture that emphasizes diversity and inclusion. The company’s goal is to help clients achieve their investment objectives by delivering disciplined, research-driven strategies and sustainable investing over the long term.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$65.7B
Headquarters
Boston, Massachusetts
Founded
1933
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Simplify's Take
What believers are saying
- Hartford Funds acquisition closes in first quarter 2027, adding wealth distribution.
- The new Wellington-Vanguard-Blackstone solutions expand access to public-private portfolios.
- Wellington’s venture, biotech, climate, and CLO launches broaden fee-bearing alternatives.
What critics are saying
- Hartford Funds integration carries execution risk until regulators approve the Q1 2027 close.
- Steve Klar’s retirement in June 2026 exposes client-platform succession risk.
- Passive giants and private-credit rivals compress Wellington’s fees and threaten AUM growth.
What makes Wellington Management unique
- Wellington blends public and private markets through alliances with Vanguard and Blackstone.
- Its $1.35 trillion platform spans 60 countries and over 2,500 institutional clients.
- Matt Witheiler’s Forbes Midas List streak validates Wellington’s late-stage growth investing credibility.
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Benefits
- Comprehensive health coverage
- Work-life balance
- Financial future
- Development
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