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
As data continues to grow in importance as an enabler for the investment process, the Investment Data Engineering and Analytics (IDEA) team will be responsible for centralizing and evolving our research data platform. This leader and their team will work directly with our community of investors to build and sustain a platform that allows seamless access to a library of foundational research data.

Recognizing the criticality of this capability, IDEA will be a dedicated team within the Investment Platform (IP) COO group. The IP COO is tasked with enabling the Investment Platform to achieve its growth and efficiency goals, focusing on creating scalable centers of excellence aligning with business needs, and integrating technology and business strategies. Key areas of existing work include business enablement, business intelligence and management, corporate engagement, and research services, and the team drives transformation efforts, operationalizes platform strategies, and ensures cohesive collaboration across various business lines.

This is a dynamic role that requires expertise of an investment process, technology vision and fluency in the data and modeling techniques used across varied investment products, architecture and domain expertise necessary to transform raw vendor data into clean investment-ready datasets, and the ability to frame key issues, develop recommendations, and own the quality of the platforms data. The ideal candidate must have the ability to work in a fast-paced environment with a growth mindset, intellectual curiosity, build creditability and trust with our investors, and demonstrate strong business leadership skills. We are excited for the successful candidate to bring their own ideas and experiences to shape the role for maximum impact.
    
ESSENTIAL SKILLS
The following essential skills are required for the role:

•    Strategic vision for investment research data – leverage the strong support from our Investment Platform Management Team to transform our research data and technology capabilities. Our investors cover a wide range of investment processes and instruments – the successful candidate will demonstrate an ability to creatively suggest new ways of reimagining the tools they use every day to improve these sophisticated and complex investment styles through the lens of better data. Proven track record of successfully executing complex, cross-functional projects and aligning competing demands across multiple large data vendors.

•    Leadership through superior collaboration, communication, and influencing skills – leads by building strong, trusting relationships. Proactively contributes and persuades effectively in a highly collaborative environment by asking probing questions, challenging the status quo, and having the humility to recognize the benefits of diverse perspectives while driving a group to consensus. Shows clear communication of a strategic vision (both verbally and in writing), integrates numerous viewpoints, builds agreement, and mobilizes / influences across all levels of the organization. 

•    Technological fluency – technical expert on financial research data architecture to be the conduit between our technology partners and investment teams in the creation of a cohesive technical vision that continually evolves with the changing data landscape. In a fast-paced environment, he/she possesses the ability to quickly develop expertise on the nuances of our current data infrastructure, sufficient to make platform decisions that allow us to fully collapse legacy systems into a central capability. 

•    Growth mindset – thinks and acts like a business leader with a lens towards continuous improvement. He/she is energized by build and growth opportunities, solving complex challenges, and has a flexible, innovative and open approach to continually learning, transforming, and growing alongside our evolving platform expansions and the broader asset management industry.  

PRIMARY RESPONSIBILITIES

•    Close interaction with investors, technologists, and the leadership team to architect, develop, and maintain an Investment Platform research data capability that meets the growing needs of