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 governance, with strong analytical skills and the ability to communicate complex information effectively. Proven ability to collaborate across teams and manage multiple priorities in a fast-paced environment.

Highest-signal resume keywords

GIPS Standards InterpretationGIPS Composite Reports KnowledgeAnalytical SkillsExcellent Communication SkillsCFA and/or CIPM Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Composite ConstructionInvestment DiscretionRisk DisclosuresBenchmark AppropriatenessPolicy DevelopmentOperational ControlInvestment Strategies KnowledgeRegulatory ComplianceData AnalysisPerformance Reporting

Soft Skills

CollaborationAttention to DetailIntellectual CuriosityFacilitation SkillsPrioritization

Certifications & Qualifications

CFACIPM

Industry Keywords

Investment Performance StandardsComposite GovernanceEquity InvestmentsFixed Income InvestmentsMulti-Asset StrategiesAlternative InvestmentsBest PracticesControl FrameworkProduct ManagementWorking Group Decisions

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 and recommend updates to the Firm’s policies, procedures, and control framework
Create, maintain, and oversee the Firm’s GIPS Composite Reports
Conduct periodic side-by-side reviews with Product Management and implement updates resulting from 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, including composite descriptions, benchmark assignments and disclosures, non-discretionary account reviews, account openings and closures, and client guideline changes
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 for Product Management and other business partners

Requirements

What you’ll need

Ability to interpret the GIPS standards and provide guidance for composite construction, investment discretion, risk disclosures, and benchmark appropriateness
Demonstrated knowledge of GIPS Composite Reports and industry practice
Ability to balance and prioritize multiple tactical and strategic goals in a fast-paced environment
Demonstrated analytical skills and investment curiosity
Ability to understand key differences among investment approaches and reflect them in GIPS Composite Reports
Excellent written and verbal communication skills
Ability to present complex information objectively, facilitate constructive discussion, and provide clear recommendations
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 preferred

Benefits

Comp & perks

Discretionary Corporate Bonus and/or Incentives, if eligible
Retirement plan
Health and wellbeing coverage
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 with remote work 1 day a week