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Senior ETF Operations Analyst in Boston: Lead ETF operations, process optimization, and launch new projects.
Collaborate across teams, drive growth, and shape ETF policies in a collaborative, dynamic environment.
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.
About the Role
Portfolio Operations within the Global Operations Group has an open position for a Senior ETF Operations Analyst. The analyst will work closely with the Principal ETF Analyst to perform all current ETF responsibilities for existing funds. Once proficient and independent on these functions, the analyst will assist with the role out of a large ETF project for the firm. The project will include a focus on process optimization through the identification and implantation of technology solutions to increase operational efficiency and build scale. Once live, the senior will then assume additional responsibilities necessary to support the business.
Responsibilities
- Partner with Portfolio Management, Product Management, Investment Implementation, Trading, Operations, Technology, Legal and Compliance to effectively grow and operationalize our lineup of ETF products
- Collaborate with investment teams, Legal and Compliance to create and maintain ETF‑specific policies and procedures, especially as they pertain to custom baskets.
- Help lead specific key initiatives that are critical to evolving our ETF business such as the build out of basket construction and tax‑optimized trade routing
- Primary internal contact and subject matter expert for ETF product discussions
- Establish and maintain relationships across ETF Capital Markets including Authorized Participants (Aps), Market Makers, Third Party Technology and Data Vendors
- Stay updated on developments in the broader ETF ecosystem
- Monitor and assess the ETF operations control environment; identify potential issues and their impact on internal controls and drive a course of action to mitigate risk
- Strong analytical, prioritization, organizational, and time management skills
- Serve as thought partner to investment and product teams with an emphasis on minimizing capital gains
Qualifications
3+ years of relevant investment operations experience preferred
Bachelor's Degree in Economics, Finance, Business Administration, or related field of study
Solid Understanding of the ETF ecosystem and the operational aspects of launching & managing ETFs, as well as the benefits of the ETF structure
Comfortable working in an evolving environment, this is a new business, and the role will change as the product grows and we implement technology solutions
Excellent communication skills
Strong attention to detail
Individual must be an independent self‑starter, a team player
Able to work on multiple assignments and complete high-quality work against strict and competing deadlines
Proficiency in Microsoft Word and Excel
A positive, collegial attitude and a high level of professionalism are essential
Equal Opportunity Employer
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r 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 . 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 .
Compensation & Benefits
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 90,000 - 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 an d paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Work Environment & Culture
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.