Performance Specialist

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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

About the Role

OVERVIEW

The Performance Specialist is part of the performance team which is, responsible for firm-wide oversight of performance calculations, contribution and attribution analysis, composite review, and GIPS compliance. This role involves working closely with internal departments including Investment Products and Fund Services (IPFS), the Global Relationship Group, Fixed Income Quant, as well as groups within Investment Services and Technology to provide analysis and guidance on performance related inquiries and business issues.

RESPONSIBILITIES

Primary responsibilities:
- Ensure portfolio performance integrity for our global fixed income book of business through use and oversight of proprietary performance reporting, attribution, and contribution tools; review and analyze performance results and communicate findings to investment and client service personnel- Act as point person for the global fixed income investors and portfolio analysts for their performance inquiries and develop a deep knowledge of investment philosophies and process- Provide guidance on performance attribution methodologies and results to the Global Client Group, Portfolio and Product Management, and Consultant Relations; work with Fixed Income Attribution Working Group to enhance attribution for evolving fixed income products- Liaise with Investment Services and Technology on various operational challenges that impact performance and the investment process including pricing, derivatives processing, corporate actions, asset transfers, and cash flows- Collaborate with Information Technology to develop, test, and integrate technology solutions to enhance our performance reporting and analysis tools-
- As part of the small team in the London office there will also be an opportunity to assist with general performance queries from the local offices in Europe and to provide support/cover for our performance team colleagues in Asia

QUALIFICATIONS-
- 8 years of investment related experience including strong performance knowledge; extensive knowledge of global fixed income investing; derivatives and attribution experience a plus- Excellent verbal and written communication skills- Demonstrated analytical skills and strong attention to detail- Investment curiosity and desire to develop a deep understanding of our global fixed income investment approaches- Proven track record for initiating and implementing change- Ability to work under pressure and prioritize support and project work- Aptitude to be flexible, self directed, and think outside the box- Designation of or progress towards CFA, CIPM or MBA preferred
- As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to _
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- 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_
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