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 Derivatives Onboarding Senior Analyst role within the Client Integration platform is responsible for coordination of counterparty trading documentation and onboarding for complex requests. They prioritize and complete their pipeline of onboardings driving our teams agenda with the dealers while managing our counterparty relationships and acting as a knowledgeable resource regarding the status of each request.

In addition to being responsible for a rolling book of requests the Senior Analyst is expected impact on the team and key stakeholders groups by supporting management in strategic delivery. Additional responsibilities include transformation work through technology solutions vendor tools and relationship management. Supporting the team and firm by providing education and cross training related to Derivatives Onboarding are also core role attributes. Being team lead for targeted sell-side counterparty relationships is also a primary responsibility.

Responsibilities

• Manage onboardings with counterparties to deadlines provided; are escalation point of contact for other analysts

• Amend trading agreements (ISDA MSFTA MRA Futures Swaps Clearing etc.) to maintain account exhibits
• Maintain milestone updates on open requests for transparency and metrics reporting & complete core tasks such as completion of regulatory adherences on behalf of clients
• Coordinate documentation and communication between clients the firm and counterparties
• Act as a control to ensure required information has been provided by clients to facilitate Investment Directors instrument toolkit
• Maintain records across systems (Salesforce HighGear S&P Global platforms etc.)

• Lead analysis exercises (client optimization broker/instrument utilization) in partnership with Trade Coordination and Counterparty Risk groups
• Partner with stakeholders to scale business and identify areas of opportunity or education
• Work with vendors on capability enhancements and issues to drive transformation
• Maintain up to date knowledge of industry and regulatory developments changes with respect to counterparties and derivative reforms and analyzing the impacts they will have on Wellington and trading documentation
• Nurture our sell-side counterparty relationships to maximize partnership

Qualifications

Senior Analyst requires minimum 4 years buy or sell-side experience in derivatives onboarding. Important characteristics for success in the role include:

• Bachelors degree in business economics finance or related field
• Experience in derivatives onboarding across core OTC instruments (bilateral and cleared) is required
• Expertise in investment management operations and workflow processes; change management a plus
• Ability to synthesize condense and convey complex information to key stakeholders in clear digestible terms at varying levels of familiarity
• Experience is successfully training others in Derivatives Onboarding requirements
• Service oriented; ability to balance policy standards with a business perspective
• Strong business judgement and analytical skills; tableau experience preferred
• Deadline focused with the ability to manage and prioritize multiple projects and issues concurrently
• Ability to identify research and resolve unfamiliar issues
• Ability to work autonomously as well as within a team environment
• Demonstrated success leading projects and working effectively in working groups; ability to clearly define a business problem and create a solutions roadmap 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: