Wellington Management
Trade Operations Analyst
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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 position
A Trade Operations Analyst will work as part of a team in a fast-paced, fluid environment where ability to prioritize multiple tasks while experiencing short-term interruptions are highly valued. The incumbent will work independently as well as collaboratively with colleagues around the world. The primary responsibility of a Trade Operations Analyst will be problem solving and troubleshooting trade issues.
Job requirements
A Trade Operations Analyst will:
- Research and resolve equity, fixed income, and FX trade discrepancies by interacting with brokers, banks, and Wellington personnel
- Instruct trades and trade amendments to service providers when necessary
- Mitigate risk through strong procedural discipline and prudent judgement
- Oversee daily activities of external service providers (i.e. offshore resources, vendors)
- Contribute to strategic projects and initiatives, including understanding and relaying requirements for operational support of new things (e.g. markets, trade types) to help with prioritization of information technology needs
- Research and evaluate operational requirements of new market/asset types being considered for investment or changes to existing markets
- Assist other areas of the firm to support client needs and respond to general custody and trading inquires
- Ad hoc tasks as assigned
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Experience required
A Trade Operations Analyst must be able to work quickly and accurately under pressure, possess a high degree of analytical ability and can plan/prioritize tasks in a fluid environment. Team orientation and the ability to work in concert with external service providers and colleagues located around the world are essential. Successful candidates must have impeccable integrity, a fiduciary mindset, and the ability to consistently place the interest of our clients as the number one factor in judgment, decision-making and actions. Knowledge of equities, fixed income and foreign exchange is preferred but not required.
- Technical proficiency in SQL, PowerBI, Tableau, Excel macros, or Co-pilot is a value add
- Experience with commonly used business applications such as Bank websites, ALERT, OASYS, Bloomberg, Omgeo Connect/CTM, Omgeo TradeSuite and SWIFT will be considered a plus
- Strong analytical and problem-solving skills
- Strong organizational, verbal, and written communication skills, with an emphasis on accuracy, concision, and timeliness
- Relevant job experience preferred
- Possess the ability to prioritize and multi-task under time pressure
- Demonstrate the ability to be a self-starter and willingness to learn
- Possess ability to ask questions and challenge status quo for process improvement
- Personal qualities and values that are consistent with and would be additive to Wellington Management's culture as described in our culture statement
- Knowledge of Microsoft Office (Word, Access, Excel) is required
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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.
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.
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