Principal, Business Analyst

About the role

The position The Security Analytics Technology team is responsible for delivering and supporting mission-critical platforms that enable Wellington's investment professionals and the Investment Science and Analytics teams to price, analyze, and attribute the performance of securities across a wide range of asset classes. Our flagship analytics platform supports instrument pricing, analytics computation, and performance attribution, and is central to the firm's investment decision-making and reporting processes.

Responsibilities

• Act as the lead business analyst for the security analytics platform, with a focus on instrument pricing, analytics, and performance attribution capabilities.
• Partner with quantitative research and investment teams to understand pricing and attribution methodologies and translate them into functional and technical requirements.
• Lead initiatives to enhance analytics data quality, model transparency, and system robustness.
• Collaborate with technology teams to ensure timely and accurate delivery of analytics features and enhancements.
• Support production systems and act as a subject matter expert for analytics, pricing, and attribution inquiries and issue resolution.
• Cook up with internal stakeholders and external vendors during testing, validation, and implementation phases.
• Maintain comprehensive documentation of business requirements, functional specifications, and support procedures.
• Drive continuous improvement in analytics workflows, data integration, and user experience.

Qualifications

• Minimum 10 years' experience as a business systems analyst in the financial services industry, with a focus on security analytics, instrument pricing, or performance attribution.
• Practical understanding of financial instruments including stocks, bonds, swaps, options, futures, forwards, asset-backed securities, and mortgages.
• Deep understanding of all asset classes and the principles of financial instrument pricing.
• Strong knowledge of analytics and performance attribution methodologies across asset classes.
• Proven senior engineering skills, including hands-on experience in software design, development, and architecture.
• Experience working with analytics and pricing vendors (e.g., Bloomberg, FactSet, MSCI).
• Exposure to vendor valuation libraries and applications (e.g., Numerix, Calypso, FinCad).
• Experience with investment data concepts such as holdings, transactions, security master, analytics, and performance.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving skills with high attention to detail.
• Proven ability to build strong relationships with business partners and drive consensus across teams.
• Experience writing requirements, functional specifications, use cases, and test plans.
• Creative, innovative, and focused on continuous improvement.
• Self-motivated and able to thrive in a fast-paced, result-oriented environment.
• Hands-on knowledge of SQL and relational database technology.
• Expert knowledge of Java and Python are required.
• Experience supporting critical production applications.
• Solid understanding of the software development life cycle.
• Bachelor's degree required.
• CFA Institute Claritas Certificate, CFA Charter, or progress toward one is considered an asset.