Global Financial Operations and Technology Specialist
6 days ago
Wellington Management Company, LLP is a leading investment management firm that offers comprehensive services to institutional clients worldwide. With a strong presence in over 60 countries, our team of experts provides tailored investment solutions that cater to the unique needs of our clients.
About the Role
We are seeking an early career individual to join our Investment Services & Technology Department as a Global Financial Operations and Technology Specialist. In this role, you will be responsible for developing and implementing innovative solutions to enhance our financial operations and technology processes.
The successful candidate will have the opportunity to work with our regional cohort and receive training and skill-building opportunities to develop expertise in asset management, portfolio analysis, and client engagement. The position can be based in Tokyo, Hong Kong, Singapore, or Sydney, offering a diverse and dynamic work environment.
Key Responsibilities
As a Global Financial Operations and Technology Specialist, your key responsibilities will include:
- Collaborating with business users to assess their technology needs and propose solutions
- Creating functional specifications and user requirement documents to outline enhancements and defect fixes
- Partnering with development teams to build solutions and participating in testing efforts
- Ensuring user acceptance by leading training sessions and gathering continuous feedback
Financial Operations Roles
After completing the technology rotation, you will move on to a financial operations role based on your interests and the department's needs. Some examples of financial operations roles include:
- Client Investment Services: Collaborating on technology initiatives, drafting responses to questionnaires, customizing investment content, and supporting the team in providing timely and automated information for reporting
- Fund Services Client Solutions: Assisting with technology projects, performing fund accounting and financial reporting tasks, monitoring margin and exposure changes, and assisting with transfer agency tasks
- Client Operations & Transition Services: Content localization and translation coordination, process design, regulatory operations, and client transition and solutions
- Investment Implementation, Business Operations & Strategy: Providing controls and support for investments, overseeing trade settlements, and implementing investment ideas into client portfolios
Requirements and Qualifications
To be considered for this role, you should possess:
- A Bachelor's degree between Fall 2024 - Summer 2025
- Demonstrated interest in process, technology, and the investment management industry
- Strong academic performance
- Proven leadership experience and participation in community service and extracurricular activities
- Experience or coursework in systems analysis, software engineering, or business decision-making
- Possess work authorization to legally work in the selected office location without employment sponsorship
Skills and Qualifications
Some essential skills and qualifications for this role include:
- Superior written and verbal communication skills
- Well-organized, ability to multi-task, and detail-oriented
- Ability to work both individually and collaboratively in a fast-paced environment
- Ability to learn new concepts and subjects quickly
- Creative thinker with the ability to generate independent ideas and thoughts
- Highly motivated self-starter with a high intellectual curiosity
- Strong work ethic and professionalism
- Aptitude for solving complex technical or functional problems
Estimated Salary Range:$120,000-$180,000 per annum depending on location and experience.
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