Performance & Benchmark 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 We are seeking a Performance Analyst to join our Performance Team. This role will focus on supporting the delivery of accurate, timely performance and attribution analysis across a broad range of investment strategies. The ideal candidate will bring strong analytical capabilities, attention to detail, and a desire to develop expertise in performance measurement, investment analytics, and data‑driven insights. Key Responsibilities Support the production and validation of portfolio performance and attribution results across asset classes Analyze performance drivers and assist in communicating insights to investment, product, and client‑facing teams Monitor and investigate data quality and performance discrepancies, working with internal teams to resolve issues Collaborate with investment, operations, and technology teams on performance‑related workflows Assist in maintaining and improving performance reporting processes, controls, and documentation Contribute to automation and efficiency initiatives (e.g., SQL, Python, reporting tools) Support composite and benchmark‑related processes Participate in ongoing enhancement of analytics, tools, and reporting infrastructure Qualifications Bachelor’s degree in Finance, Economics, Mathematics, or a related field 1–3 years of experience in investment performance, analytics, or operations Strong analytical and problem‑solving skills with attention to detail Basic understanding of investment concepts (equity, fixed income, or multi‑asset) Proficiency in Excel; familiarity with SQL and/or Python is a plus Strong written and verbal communication skills, with the ability to interact effectively with business, operations, and technology stakeholders Self‑motivated and able to manage multiple priorities in a fast‑paced, evolving technical environment Interest in pursuing CFA or CIPM preferred Preferred Qualifications Intellectual curiosity about investment strategies and markets Interest in automation, data platforms, and AI‑driven analytics Collaborative mindset with ability to work across teams Exposure to investment data domains such as performance measurement, benchmarks, attribution, analytics, holdings, or transactions Experience validating or reconciling system outputs (e.g., calculations, reports, or data feeds) against business expectations 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. Base salary range for this position is USD 90,000 – 180,000. In addition, employees are eligible for salary, variable compensation, and benefits. Other rewards may include a discretionary Corporate Bonus and/or Incentives if eligible. We offer a comprehensive and high‑value benefits package that includes 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). Employees work from our offices four days a week with flexibility to work remotely one day a week. 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, please email us at View email address on click.appcast.io. #J-18808-Ljbffr Wellington Management