Fund Investment Oversight & Technology Analyst

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

POSITION

The Investment Management Oversight and Technology team within the Funds Group plays a critical role in ensuring that the Investment Fund Manager (IFM) operates in full compliance with Luxembourg regulatory requirements. This position oversees the strategic and operational aspects of portfolio management, ensuring that delegated managers adhere to investment guidelines, risk limits, and governance standards. In parallel, the team ensures robust IT governance, cybersecurity, and system integrity to support efficient and secure investment operations.

Furthermore, the team’s focus extends to driving digital transformation and implementing innovative solutions. This includes managing IT projects, ensuring data quality, and fostering automation and efficiency across the group. Together, these responsibilities combine regulatory oversight, investment expertise, and technology leadership to safeguard investor interests and enable operational excellence.

The Fund Investment Oversight & Technology Analyst will provide analytical, operational, and governance support to the Conducting Officer responsible for Investment Management and IT. This role ensures effective oversight of delegated portfolio managers, compliance with regulatory requirements, and process automation initiatives to enhance operational efficiency across the group.

Specific responsibilities include but not limited to: 

• Prepare detailed reports on investment activities, performance attribution, and compliance with investment policies.
• Assist in due diligence and ongoing monitoring of delegated portfolio managers.
• Prepare ExCo and Board presentations and analysis for the Conducting Officer.
• Produce dashboards and KPIs for investment performance and IT-related indicators.
• Document workflows and contribute to process improvement initiatives.
• Assist in digitalization and automation projects.
• Act as point of contact for queries related to investment and IT oversight.

Qualifications/Attributes

The ideal candidate for the role will have:

• Minimum bachelor's degree required
• Minimum 2 years of experience in fund analysis, investment oversight, digital transformation, or similar role within an IFM or asset management environment.
• Solid understanding of Luxembourg fund structures, including UCITS and Alternative Investment Funds (AIFs); knowledge of Private Equity is considered a strong advantage.
• Strong technical skills in coding and data analytics, including proficiency in Python and SQL, as well as experience with business intelligence tools such as Tableau and Power BI for data visualization and reporting.
• Knowledge of Digital Operational Resiliency Act (DORA) is a strong advantage.
• Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients
• Strong communication and presentation skills
• Project management skills, influencing, team-orientation, consensus building, and strong quantitative skills.
• Knowledge of Artificial Intelligence concepts and experience in leveraging or developing AI agents is considered an advantage.

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 [email protected].

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: