Derivatives Operations Analyst

Wellington Management

. Review margin calls from brokers, investigate discrepancies, and issue wires to meet margin and collateral needs .

Posted 10/7/2026full-timeBoston • Massachusetts • United StatesJuniorMid-Level💰 $80,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment operations, including margin calls, collateral management, and post-trade processes. Proficient in data analysis and operational improvements while maintaining strong communication and collaboration skills.

Highest-signal resume keywords

Investment Operations ExperienceCollateral ManagementMargin Call ReviewData Analysis with Python or SQLStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment OperationsCollateral ManagementMargin Call ReviewControl ReconciliationData AnalysisExcel ProficiencyFutures TradesPost-Trade Operational ProcessesIssue ResolutionDocumentation Maintenance

Soft Skills

Attention to DetailEffective CommunicationCollaborationProblem-SolvingInitiative

Industry Keywords

Exchange-Traded DerivativesCleared DerivativesBroker RelationshipsOperational ReviewFast-Paced Environment

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Review margin calls from brokers, investigate discrepancies, and issue wires to meet margin and collateral needs
Monitor and manage collateral requirements, including balance supervision and collateral selection
Perform daily control reconciliations covering holdings, futures trades, collateral, and currency balances across internal accounting systems, clearing brokers, custodians, and clearing houses
Support day-to-day broker relationships through issue resolution, inquiries, escalation, and operational review meetings
Respond to queries and issues from clients, custodians, accounting agents, brokers, portfolio managers, trading, and other internal stakeholders
Identify opportunities to improve front-to-back efficiency and strengthen control processes
Assist in implementing operational changes
Maintain accurate documentation, procedures, and high-quality outputs as a steward of risk and controls

Requirements

What you’ll need

Bachelor’s degree with a strong academic record
2+ years of experience in investment operations
Exchange-traded and cleared derivatives experience preferred
Knowledge of collateral, margin, or other post-trade operational processes is a plus
Strong analytical and problem-solving skills
Excellent attention to detail
Effective verbal and written communication skills
Ability to collaborate across teams and escalate issues appropriately
Comfortable working in a fast-paced environment with competing priorities and time-sensitive deadlines
Ability to work independently, collaborate effectively, and demonstrate initiative in identifying process improvement opportunities
Proficiency in Excel
Experience with Python, SQL, or other data analysis tools is a plus

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