Trade Operations Analyst

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

The Position

A Trade Operations Analyst will work as part of a team in a fast-paced, fluid environment where ability to prioritize multiple tasks while experiencing short-term interruptions are highly valued. The incumbent will work independently as well as collaboratively with colleagues around the world.  The primary responsibility of a Trade Operations Analyst will be problem solving and troubleshooting trade issues. 

JOB RESPONSIBILITIES

A Trade Operations Analyst will:

• Research and resolve equity and fixed income trade discrepancies by interacting with brokers, banks, and Wellington personnel globally
• Instruct trades and trade amendments to service providers when necessary
• Support the APAC traders in pre- and post-trade preparation e.g. prefunding and broker onboarding in APAC markets
• Assist in syndicate process e.g. IPO and placements
• Engage professionally with external service providers (i.e. brokers, banks and vendors) 
• Manage strategic projects and initiatives as well as prioritizing information technology needs and requirements       
• Mitigate risk through strong procedural discipline and prudent judgement
• Research and evaluate operational requirements of new market/asset types being considered for investment or changes to existing markets
• Assist other areas of the firm to support client needs and respond to general custody and trading inquiries
• Ad hoc tasks as assigned

Job Qualifications

A Trade Operations Analyst must be able to work quickly and accurately under pressure, possess a high degree of analytical ability and can plan/prioritize tasks in a fluid environment.  Team orientation and the ability to work in concert with external service providers and colleagues located around the world are essential. Successful candidates must have impeccable integrity, a fiduciary mindset, and the ability to consistently place the interest of our clients as the number one factor in judgment, decision-making and actions. Knowledge of either equities or fixed income, additional knowledge in FX will be seen as advantageous.

• Must be a good team player and possess flexible mindset to work in a team environment
• Personal qualities and values that are consistent with and would be additive to Wellington Management's culture as described in our culture statement
• Strong analytical and problem-solving skills
• Strong organizational, verbal, and written communication skills, with an emphasis on accuracy, concision, and timeliness
• Possess the ability to prioritize and multi-task under time pressure
• Demonstrate the ability to be a self-starter and willingness to learn
• Possess ability to ask questions and challenge status quo for process improvement
• Relevant job experience preferred but not required
• Experience with commonly used business applications such as Bank websites, ALERT, OASYS, Bloomberg, Omgeo Connect/CTM, Omgeo TradeSuite and SWIFT will be considered a plus
• Knowledge of Microsoft Office (Word, Access, Excel) is required
• Technical proficiency in Tableau, Python or VBA is a value add 

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, 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.

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.