Performance & Benchmark Analyst

Wellington Management is a global investment management firm offering comprehensive capabilities across various capital markets. They are seeking a Performance Analyst to support accurate performance and attribution analysis for diverse investment strategies, requiring strong analytical skills and attention to detail.

Responsibilities

• Support the production and validation of portfolio performance and attribution results across asset classes
• Analyze performance drivers and assist in communicating insights to investment, 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
• Assist in maintaining and 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

Skills

• 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)
• Proficiency in 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‑motivated and able to manage multiple priorities in a fast paced, evolving technical environment
• Interest in pursuing CFA or CIPM preferred
• 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 to investment 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

Benefits

• Discretionary Corporate Bonus and/ or Incentives, if eligible
• Retirement plan
• Health and wellbeing
• Dental
• Vision
• 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
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
• Flexible work environment that enables employees to thrive personally and professionally
• Employees work from our offices 4 days a week with flexibility to work remotely 1 day a week

Company Overview