Job Description :
Keys to this Position

· Strong understanding of Asset classes such as Fixed Income, Equities and Derivatives

· Strong Systems Analyst skills

· Solid Knowledge of Reporting Systems such as Jasper, Oracle Reporting Solutions (ORS), Oracle Business Intelligence (OBI) and Tableau. Wellington uses Jasper and ORS.

· Solid Knowledge of Data Technologies such as PL/SQL, MySQL, OBI, etc.


· 5 plus years asset management industry experience highly desirable

· Strong understanding of investment data, Equity, Fixed income and Derivatives instruments and analytics

· Demonstrated client focus and relationship management skills

· Strong SQL query skills and experience with Oracle/SQL Server relational databases and tools

· Hands-on experience with a Client Reporting platform or processes a strong plus

· Experience in Cloud Based reporting solutions such as Amazon, Web services, and relevant API’s a strong plus

· Exposure to JSON Databases and Python scripting is a plus

· Strong communication skills with the ability to communicate technical concepts to a business audience

· Team oriented and collaborative

· Bachelor degree required

· A CFA or work toward a CFA is a plus

This position is within our Client and Fund Technology team, which is focused on our client-facing technology. Our solutions are used not only by clients, but also by our Relationship Managers, Investment Directors, and Client Service Managers. The team uses off-the-shelf and proprietary solutions in order to create agile and robust solutions. The team is seeking a Senior Systems Analyst to join the Client Reporting Team. The Client Reporting Team consists of both analysts and developers that provide critical reporting capabilities for clients, brokers and banking institutions.


Specific responsibilities include:

· Strong understanding of Fixed Income, Derivative, Equity instruments and analytic systems and data of an Institutional Client Service/Reporting environment is required for this role

· This individual should have the technical proficiency in a cross-technology production environment and should be adept in writing SQL commands and navigating relational databases to resolve investment data issues

· Track, execute, resolve, and report on support and enhancement requests, in a timely and thorough manner

· Provide requirements for strategic reporting solutions for the firm’s Clients and Prospects

· Create strong business relationships with the Client Servicing and Product Management business teams

· Resolve periodic production support issues as they arise

· Create cross functional relationships with other members of the Client and Fund Technology team

· Make recommendations that lead to efficiency related opportunities and outcomes

· Identify potential new technical solutions and or approaches for the client reporting te