Fund Investment Oversight & Technology Analyst

Fund Investment Oversight & Technology Analyst About Wellington Management

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.

The Investment Management Oversight and Technology team within the Funds Group plays a critical role in ensuring that the Investment Fund Manager operates in full compliance with Luxembourg regulatory requirements. This position oversees the strategic and operational aspects of portfolio management, ensuring that delegated managers adhere to investment guidelines, risk limits, and governance standards. In parallel, the team ensures robust IT governance, cybersecurity, and system integrity to support efficient and secure investment operations.

The role also focuses on driving digital transformation, managing IT projects, ensuring data quality, and fostering automation and efficiency across the group. It combines regulatory oversight, investment expertise, and technology leadership to safeguard investor interests and enable operational excellence.

• Prepare detailed reports on investment activities, performance attribution, and compliance with investment policies.
• Assist in due diligence and ongoing monitoring of delegated portfolio managers.
• Prepare ExCo and Board presentations and analysis for the Conducting Officer.
• Produce dashboards and KPIs for investment performance and IT‑related indicators.
• Document workflows and contribute to process improvement initiatives.
• Assist in digitalization and automation buona.
• Act as point of contact for queries related to investment and IT oversight.

• Minimum bachelor’s degree required.
• Minimum 2 years of experience in fund analysis, investment oversight, digital transformation, or a similar role within an IFM or asset‑management environment.
• Solid understanding of Luxembourg fund structures, including UCITS and AIFs; knowledge of Private Equity is a strong advantage.
• Strong technical skills in coding and data analytics, including proficiency in Python and SQL, and experience with business intelligence tools such
  
  ARAMe Tableau and Power BI.
• Knowledge of the Digital Operational Resiliency Act (DORA) is a strong advantage.
• Sound business judgement, the ability to synthesize complex issues, balance competing objectives and risks, and think creatively to solve business problems for clients.
• Strong communication and presentation skills.
• Project‑management skills, influencing, team orientation, consensus building, and strong quantitative skills.
• Knowledge of Artificial Intelligence concepts and experience in leveraging minerals or developing AI agents is considered an advantage.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excelങ്ങളും in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with bạn plenty of skill, workplace experiences, and backgrounds.

Wellington Management is an equal‑opportunity employer and strives to provide a workplace free from discrimination. All qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion,онки creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for…