Principal, Business Analyst

About the role

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. Job Description ........................................................................................................................................................................................................................................................... Title: Principal Business Analysts Team: Security Analytics Technology Location: Boston ........................................................................................................................................................................................................................................................... The position The Security Analytics Technology team is responsible for delivering and supporting mission-critical platforms that enable Wellington's investment professionals and the Investment Science and Analytics teams to price, analyze, and attribute the performance of securities across a wide range of asset classes. Our flagship analytics platform supports instrument pricing, analytics computation, and performance attribution, and is central to the firm's investment decision-making and reporting processes. We are seeking a Principal Business Analyst to drive the evolution and support of this platform. This role requires a deep understanding of all asset classes, the principles of financial instrument pricing, analytics, and performance attribution, combined with proven senior engineering skills and strong analytical and communication abilities. The successful candidate will work closely with quantitative analysts, developers, and investment professionals to ensure the platform meets the evolving needs of the business, data quality standards, and industry best practices. ...........................................................................................................................................................................................................................................................

Responsibilities

• Act as the lead business analyst for the security analytics platform, with a focus on instrument pricing, analytics, and performance attribution capabilities.
• Partner with quantitative research and investment teams to understand pricing and attribution methodologies and translate them into functional and technical requirements.
• Lead initiatives to enhance analytics data quality, model transparency, and system robustness.
• Collaborate with technology teams to ensure timely and accurate delivery of analytics features and enhancements.
• Support production systems and act as a subject matter expert for analytics, pricing, and attribution 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 analytics workflows, data integration, and user experience.
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Requirements

• Minimum 10 years' experience as a business systems analyst in the financial services industry, with a focus on security analytics, instrument pricing, or performance attribution.
• Practical understanding of financial instruments including stocks, bonds, swaps, options, futures, forwards, asset-backed securities, and mortgages.
• Deep understanding of all asset classes and the principles of financial instrument pricing.
• Strong knowledge of analytics and performance attribution methodologies across asset classes.
• Proven senior engineering skills, including hands-on experience in software design, development, and architecture.
• Experience working with analytics and pricing vendors (e.g., Bloomberg, FactSet, MSCI).
• Exposure to vendor valuation libraries and applications (e.g., Numerix, Calypso, FinCad).
• Experience with investment data concepts such as holdings, transactions, security master, analytics, and performance.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving skills with high attention to detail.
• Proven ability to build strong relationships with business partners and drive consensus across teams.
• Experience writing requirements, functional

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