Composite Analyst

Wellington Management

. Develop and maintain expertise in the Global Investment Performance Standards (GIPS®), CFA Institute Guidance Statements, Q&A publications, and industry best practices .

Posted 10/14/2026full-timeBoston • Massachusetts • United StatesMid-LevelSenior💰 $80,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Global Investment Performance Standards (GIPS®) and composite reporting, with strong analytical skills and the ability to provide strategic guidance on investment performance measurement and compliance. Capable of collaborating across teams to enhance policies and procedures related to composite governance.

Highest-signal resume keywords

GIPS Standards InterpretationComposite ReportingInvestment Performance MeasurementCFA CertificationAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

GIPS Composite ReportsComposite ConstructionInvestment DiscretionRisk DisclosuresBenchmark AppropriatenessPerformance ReportingInvestment OperationsRegulatory CompliancePortfolio ManagementOperational Control

Soft Skills

Excellent Communication SkillsCollaborative MindsetAttention to DetailIntellectual CuriosityAbility to Prioritize

Certifications & Qualifications

CFACIPM

Industry Keywords

Investment Performance StandardsInvestment StrategiesEquityFixed IncomeMulti-AssetAlternative InvestmentsComposite GovernanceControl FrameworkProduct ManagementRisk Assessment

About the role

Key responsibilities & impact

Develop and maintain expertise in the Global Investment Performance Standards (GIPS®), CFA Institute Guidance Statements, Q&A publications, and industry best practices
Evaluate, interpret, and implement changes to GIPS standards
Provide recommendations regarding the Firm’s GIPS policies, procedures, and control framework
Create, maintain, and oversee GIPS Composite Reports
Conduct periodic side-by-side reviews with Product Management
Implement updates resulting from Composite Working Group decisions, regulatory developments, and product changes
Partner with Product Management on composite performance, construction, benchmark selection, disclosures, and reporting requirements
Participate in the monthly Composite Working Group by preparing and presenting materials, facilitating discussions, assessing risks, delivering recommendations, and implementing approved decisions
Oversee composite construction and membership integrity
Maintain composite descriptions, benchmark assignments, and disclosures
Review non-discretionary accounts and monitor account openings and closures
Evaluate the impact of client guideline changes and portfolio-specific events on composite membership
Establish, maintain, and enhance policies, procedures, and controls related to composite governance and oversight
Identify workflow, operational control, infrastructure, collaboration, and communication improvements
Serve as a subject matter expert and resource on complex composite matters

Requirements

What you’ll need

Ability to interpret the GIPS standards using practical experience
Knowledge of GIPS Composite Reports and industry practice
Ability to provide guidance on composite construction, investment discretion, risk disclosures, and benchmark appropriateness
Demonstrated analytical skills and investment curiosity
Excellent written and verbal communication skills
Ability to present complex information objectively and facilitate constructive discussion
Ability to balance and prioritize multiple tactical and strategic goals in a fast-paced environment
Collaborative mindset and ability to work across functional teams
Strong attention to detail and intellectual curiosity
Ability to quickly learn new systems and technologies
Knowledge of equity, fixed income, multi-asset, and alternative investment strategies preferred
Strong academic credentials
CFA and/or CIPM preferred
Two or more years of relevant experience in investment performance measurement, GIPS compliance, product management, investment operations, performance reporting, or a related field preferred

Benefits

Comp & perks

Discretionary Corporate Bonus and/or Incentives, if eligible
Retirement plan
Health and wellbeing benefits
Dental coverage
Vision coverage
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off, including leave of absence, paid holidays, volunteer, sick and vacation time
Flexible work environment
Remote work 1 day a week