About this role
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 Lead Systems Analyst to support a strategic, multi-year transformation of our collateral management and broad derivatives platform.
The Position
As part of an inclusive, collaborative culture, you will solve complex problems, anticipate business needs, and strengthen our technology platforms.
This role will lead the modernization of the firm’s collateral management capabilities, including migrating cleared collateral processing from legacy systems to a strategic, scalable platform while improving data quality and operational resilience.
The analyst will partner with Collateral Operations and technology teams to analyze, design, and validate derivatives lifecycle and collateral workflows. The role requires strong analytical, organizational, communication, and delivery skills; attention to detail; and the ability to manage multiple priorities independently.
Our analysis, development, and QA teams use AI-assisted coding, testing, analysis, and automation. The analyst should actively adopt and champion these practices to improve delivery speed and quality.
Responsibilities
• Lead collateral data and process design aligned with industry standards, performance, and scalability.
• Analyze, design, and validate derivatives lifecycle workflows across the firm’s technology and data landscape.
• Partner with business teams on integrations, data sourcing, and end-to-end workflow validation.
• Use AI-assisted analysis to accelerate requirements, data investigation, and issue resolution.
• Engage business partners at all levels to elicit and document requirements.
• Represent business priorities throughout solution design and delivery.
• Translate business requirements into functional specifications and detailed use cases.
• Present system options and recommendations to senior stakeholders in business-outcome terms.
• Assess workflow and system gaps and recommend process, control, and technology improvements.
• Partner with delivery teams to produce timely, scalable, high-quality solutions.
• Coordinate design, testing, deployment, training, and support across business, technology, and vendor teams.
• Build deep knowledge of collateral systems and datasets to inform solution design and production support.
• Refine architecture and supporting infrastructure for new capabilities.
• Ensure product quality through rigorous testing and audit and validation controls.
• Manage releases and post-release validation.
• Support project planning, status reporting, and issue tracking.
• Analyze production issues and support user training.
• Lead root-cause analysis and corrective actions for production incidents.
• Guide junior team members and onshore and offshore consultants.
Qualifications
• 7+ years of financial services experience with strong knowledge of fixed income, equity, FX, and derivative instruments.
• Experience with collateral management, financing, or centrally cleared repo workflows preferred.
• Experience using AI SDLC tools for systems analysis, research, and SDLC automation.
• Strong data expertise and the ability to design derivatives data warehouses and how to store the Data.
• Expertise with Data underlying Derivatives, Collateral workflow and processes.
• Bachelor’s degree in business, computer science, engineering, or a related field preferred.
• Experience developing requirements, functional specifications, test plans, and test cases.
• Experience contributing to solution design and development.
• Strong SQL and relational database skills, including Postgres, Oracle or Snowflake, for investigating investment and derivatives data issues.
• Experience working in Agile/Scrum delivery teams.
• Experience using Jira or similar tools for requirements, issues, changes, and delivery tracking.
• Systems analysis experience across requirements, specifications, testing, change management, and stakeholder communication.
• Experience with business process visualization tools.
• Java Python or other programming experience preferred.
• CFA charter or progress toward one is a plus.
• undefined
Nice to have
• Calypso or other vendor based solution
• Experience building collateral management systems
Non-Technical Requirements
• Excellent written, verbal, and presentation skills.
• Strong analytical and problem-solving skills.
• Strong client focus and relationship management skills.
• Ability to work independently, manage competing priorities, and deliver in a fast-paced, business-critical environment.
• Collaborative team player who works effectively across functions.
• Strategic mindset and strong work ethic.
• Intellectual curiosity and commitment to continuous learning.
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 statu
Description from Wellington Management's public careers feed, reproduced so you can read the role here. Apply on the company's own site; RealAnalystJobs never submits anything for you.
