Job Description :

Client: Wellington Management

Boston, MA (remote till covid)


1. Must have 5 years working as a Business Systems Analyst supportinginvestment applications. Experience
with Alternatives and or Private Investments would be a big
2. Must have 2 years of experience working with PowerBI building dashboardsand landing pages for the investors
3. Strong SQL experience
4. Must have excellent communication and interpersonal skills
5. Experience with the Dynamo Alternative Platform is a plus
At Wellington Management you will continually learn, develop, and expand yourskills. As part of an inclusive culture, you
will meet smart, progressive individuals who will challenge you to solveproblems, anticipate our clients’ needs, and
enhance our technology platforms.
This position is for a Senior Analyst role in the Private Investment Systemsteam which is part of the Portfolio Data &
Administration Technology group. The role requires a high level of directinteraction with business users and excellent
communication and delivery skills. This is a great opportunity for an Analystto join a strong, collaborative team in a role
focusing on functional and technical analysis with advancement opportunities.
The Private Investment Systems team is responsible for providing solutions thatmeet the firms growing Private
Investment business. This team is charged with implementing a PrivateInvestment Platform leveraging a 3rd party tool
(Dynamo) that will support the end-to-end lifecycle a Private Fund. Members ofthe team play critical roles in our firm’s
success by providing technology solutions which improve the quality, speed, andefficiency of a highly complex industry
with a sophisticated client base. It is our strong belief that the tools beingdeveloped by the Private Investment Systems
team will differentiate us from our competitors in the financial industry.

In this role, participation is expected in all development activities tosuccessfully deploy new systems and enhancements,
and work with a diverse set of cross-functional teams to design, develop andimplement solutions. We are looking for a
resource that can gather high-level requirements from an Investor and quickly turnaround dashboards, views and reports
using Microsoft’s Power BI tool. This individual must be a self-starter withthe ability to multi-task and work on a variety of
assignments with people at all levels of the organization. We are looking forchange agents, creative, innovative and
focused on continuous improvements.
Collaborate with business and technical partners at all levels of theorganization to: define, analyze and document
Gather high-level requirements from an Investor and quickly turn arounddashboards, views and reports using
Microsoft’s Power BI tool
Work with the delivery team to create timely, scalable and high-qualitybusiness solutions
Provide regular status reporting and issue tracking
Coordinate with team members to execute test plans and provide support duringuser acceptance testing
Ensure quality of product by enforcing high standards in testing and buildingcontrols
Minimum 5 years of experience in an Analyst role in the financial servicesindustry
Experience building views, dashboards and reports in Microsoft Power BI is amust
Experience in Alternative Investments is desirable
Experience with the Dynamo Alternative Platform is a plus
Excellent written and verbal communication skills
Experience with utilizing analytical and problem-solving skills
Client relationship skills and ability to build consensus
Experience working directly with business partners to understand their needs
Experience writing requirements, functional specifications, use cases, andtest plans
Creative, innovative and focused on continuous improvements
Self-motivated and willing to work in an energetic, fast-paced teamenvironment
Experience in relational database technologies is desirable

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