Senior Trade Operations Analyst

Senior Trade Operations Analyst

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

A Senior Trade Operations Analyst will work as part of a team in a fast-paced, fluid environment where ability to prioritize multiple tasks while experiencing short-term interruptions are highly valued. The incumbent will work independently as well as collaboratively with colleagues around the world. The primary responsibilities of a Senior Trade Operations Analyst will be problem solving and troubleshooting trade issues, running initiatives/projects, and acting as an escalation to more junior team members.

Job Responsibilities

A Senior Trade Operations Analyst will:

• Research and resolve equity and fixed income trade and FX discrepancies by interacting with brokers, banks, and Wellington personnel
• Overdraft claims research and resolution, including zero-tolerant clients and CSDR debits and credits
• Oversee workflows performed by our offshore team (Accenture)
• Instruct trades and trade amendments to service providers when necessary
• Oversee external service providers (i.e. brokers, banks and vendors)
• Manage strategic projects and initiatives as well as prioritizing information technology needs and requirements
• Mitigate risk through strong procedural discipline and prudent judgement
• Research and evaluate operational requirements of new market/asset types being considered for investment or changes to existing markets
• Assist other areas of the firm to support client needs and respond to general custody and trading inquiries

Qualifications

A Trade Operations Analyst must be able to work quickly and accurately under pressure, possess a high degree of analytical ability and can plan/prioritize tasks in a fluid environment. Team orientation and the ability to work in concert with external service providers and colleagues located around the world are essential. Successful candidates must have impeccable integrity, a fiduciary mindset, and the ability to consistently place the interest of our clients as the number one factor in judgment, decision-making and actions. Knowledge of equities, fixed income and foreign exchange is preferred but not required.

Personal qualities and values that align with Wellington Management's culture as outlined in its culture statement. Strong analytical and problem-solving skills. Excellent organizational, verbal, and written communication skills focused on accuracy and efficiency. At least 5 years of relevant experience required. Capable of managing multiple tasks and setting priorities when working within time constraints. In-depth knowledge of Global Markets, and experience liaising with banks and brokers. Experience with commonly used business applications such as Bank websites, ALERT, OASYS, Bloomberg, Omgeo Connect/CTM, Omgeo TradeSuite and SWIFT preferred. Knowledge of Microsoft Office (Word, Access, Excel) is required and technical skills, such as Python, PL SQL, will be viewed favorably.

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 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 GMWTalentOperations@wellington.com.

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 80,000 - 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.