Performance & Benchmark 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

We are seeking a Performance Analyst to join our Performance Team. This role will focus on supporting the delivery of accurate, timely performance and attribution analysis across a broad range of investment strategies. The ideal candidate will bring strong analytical capabilities, attention to detail, and a desire to develop expertise in performance measurement, investment analytics, and data-driven insights.

Key Responsibilities

• Support the production and validation of portfolio performance and attribution results across asset classes

• Analyze performance drivers andassistin communicating insightstoinvestment, product, and client-facing teams

• Monitor and investigate data quality and performance discrepancies, working with internal teams to resolve issues

• Collaborate with investment, operations, and technology teams on performance-related workflows

• Assistinmaintainingand improving performance reporting processes, controls, and documentation

• Contribute to automation and efficiency initiatives (e.g., SQL, Python, reporting tools)

• Support composite and benchmark-related processes

• Participate in ongoing enhancement of analytics, tools, and reporting infrastructure

Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, or a related field

• 1-3 years of experience in investment performance, analytics, or operations

• Strong analytical and problem-solving skills with attention to detail

• Basic understanding of investment concepts (equity, fixed income, or multi-asset)

• Proficiencyin Excel; familiarity with SQL and/or Python is a plus

• Strong written and verbal communication skills,with the ability to interact effectively with business, operations, and technology stakeholders.

• Self-motivatedand able to manage multiple priorities in a fast paced, evolving technical environment.

• Interest in pursuing CFA orCIPMpreferred

Preferred Qualifications

• Intellectual curiosity about investment strategies and markets

• Interest in automation, data platforms, and AI-driven analytics

• Collaborative mindset with ability to work across teams

• Exposure toinvestment data domains such as performance measurement, benchmarks, attribution, analytics, holdings, or transactions.

• Experience validating or reconciling system outputs (e.g., calculations, reports, or data feeds) against business expectations.

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 r_ _ace, 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:

USD 90,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

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.

Tracing our history to 1928, Wellington Management is one of the world's largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. 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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