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

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 Business Intelligence Lead for the Client Platform will drive strategic development and delivery of highquality business intelligence capabilities for the Client Platform. The role will support Client Platform Finance & BI function and will be responsible for advancing the Business Intelligence vision delivering high-impact analytics and enabling data-driven decision-making across the Client Platform and in alignment with firmwide Infrastructure and Investment Platforms. The successful candidate will engage with business stakeholders to deliver meaningful insights translate business questions into scalable analytics capabilities and embed an intelligence-led approach to decision-making. This role combines strategic leadership hands-on analytics expertise and strong cross-functional collaboration.

Responsibilities

• Lead and drive the BI strategy make recommendations to bring standards and accuracy to solutions
• Work with stakeholders to turn challenges and opportunities into solutions
• Collaborate with business partners to understand data models in detail prioritize outcomes and define actionable requirements
• Partner with colleagues to improve user experience and define visual standards for dashboards
• Translate business needs into a strategic plan technical specifications and designs
• Prioritize & complete support & enhancement requests
• Demonstrate the ability to identify potential high value add opportunities Contribute to estimation planning development / integration testing and deployment processes

Qualifications

• Bachelors degree in a quantitative or business-related field; advanced degree a plus.
• 5-10 years of experience in asset management financial services or a related industry with experience supporting sales distribution or client-facing organizations in an analytical and business intelligence capacity.
• Strong critical thinking and analytical judgment with the ability to operate strategically while maintaining a deep understanding of data models schemas and analytical detail.
• Strong experience with BI and visualization tools (e.g. Tableau Power BI) and SQL; experience with modern data and analytics platforms including Microsoft Fabric Databricks Snowflakeand related technologies preferred.
• Demonstrated ability to partner with senior stakeholders and influence outcomes through data-driven insights.
• Strong organizational and project leadership skills with the ability to manage multiple complex workstreams.
• Exceptional communication skills including the ability to translate complex data into clear compelling narratives
• High intellectual curiosity sense of ownership and strong judgment amid complexity and ambiguity.
• Familiarity with AI-augmented reporting and productivity tools is strongly preferred.

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Not sure you meet 100% of our qualifications Thats 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 considers all qualified applicants will receive 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 .

At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our 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: