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capital markets manager

Forward Financing

<div>Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work, Forward is investing in its employees, technology, and customer experience &ndash; with long-term success in mind every step of the way.
In this role you will:<ul><li>
Lead end-to-end execution of warehouses, securitizations, forward-flow programs, and corporate debt transactions from term sheet through close, coordinating internal teams and external partners (banks, underwriters, rating agencies)</li><li>
Review legal documentation with lenders in partnership with counsel and other advisors</li><li>
Manage investor/lender diligence and communications; assist in preparing offering documents, term sheets, and investor materials; manager and deliver ongoing performance updates</li><li>
Analyze collateral and collateral run data tapes for various financing entities, including tape preparation, eligibility tracking, and concentration limit monitoring</li><li>
Own day-to-day operations, pledging, and reporting for all facilities; ensure accurate servicer reporting and compliance with lender metrics/covenants</li><li>
Partner with engineering and tech teams to evaluate, select, and integrate third party tools and/or internally developed applications to support debt management and reporting needs</li><li>
Collaborate with treasury and finance to forecast facility utilization, liquidity, and capital structure in support of long-term plans</li></ul> 
Why you should apply:<ul><li>
Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.</li><li>
Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that&rsquo;s from home, in the office, or a combination of both) with flexible hours.</li></ul><h3 class="jobSectionHeader">
Role Requirements:</h3><ul><li>
5+ years of relevant experience in capital markets/structured finance at an investment bank, asset manager, lender, or fintech executing warehouses, forward-flow, and other ABS strategies.</li><li>
Deep small-business and/or consumer credit expertise (e.g., small business, personal loans, credit cards) and a track record analyzing loan pools and portfolio performance to inform structure and pricing.</li><li>
End-to-end deal execution experience, including modeling, diligence, documentation review, and closing across product-financing and corporate-level financing structures</li><li>
Fluency with transaction docs and ability to interpret and negotiate terms with counsel</li><li>
Advanced analytical &amp; modeling skills: expert in Excel/Google Sheets (build scalable cash-flow and scenario models). Preference for comfort with SQL/Looker/Snowflake</li><li>
Demonstrated experience with cross-functional partners such as Treasury, Finance, Risk, Product, and Legal; strong project management to run multiple complex work streams in parallel</li><li>
Exceptional attention to detail and organization; comfort owning reporting, funding ops, and covenant/compliance across facilities</li></ul>
Compensation:
Annual Targeted Salary: $130,000-155,000 USD
Annual Target Bonus: 10%
At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.
Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role.
Total Rewards:
Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.
Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.
When we aren&rsquo;t collaborating to drive business and support our customers, we&rsquo;re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!<h3 class="jobSectionHeader">
Forward Financing Core Values:</h3><ul><li>
Drive the Mission - We believe in financial opportunity for underserved small businesses. We say &ldquo;yes&rdquo; when others say &ldquo;no.&rdquo;</li><li>
Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.</li><li>
Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.</li><li>
Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday&rsquo;s best.</li></ul>
About Us:
Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day &ndash; giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.
Since 2012, Forward has expanded access to capital by providing over $4.5 billion in funding to more than 87,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.6 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.
US Equal Opportunity Employment Information
Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we&rsquo;re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.
California Employee Privacy Policy
Compensation Range: $130K - $155K</div>

Capital Markets Manager

Bracebridge Capital, LLC

<div>
 Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors.
 
 
 Approximately 160 employees operate from our office located in Boston&rsquo;s historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm&rsquo;s greatest asset is the people who work here.
 
 
 The Investment Operations Specialist resides within our Back Office Operations group. This is a great opportunity to work with a dynamic group of people while learning about the operational aspects of our firm.
 
 
 
 Primary Responsibilities
 
 
 
 <ul>
 <li>
 Manage, prepare, and review the firm&rsquo;s reconciliation process on a daily basis for cash and securities.
 </li>
 <li>
 Communicate discrepancies with external parties (prime brokers, banks, administrators, etc.) as well as internal departments in order to resolve breaks.
 </li>
 <li>
 Project, prepare and analyze daily report detailing the firm&rsquo;s cash availability.
 </li>
 <li>
 Process repo trades and confirm settlements.
 </li>
 <li>
 Gain a working knowledge of the firm&rsquo;s general trading strategy, operations, and common cash flows.
 </li>
 <li>
 Assist in reviewing monthly shareholder statements.
 </li>
 <li>
 Other operational, recordkeeping, and data processing assignments as determined.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 B.A. degree in Finance, Accounting, or a related field.
 </li>
 <li>
 Up to 2 years of relevant operational work experience including fund accounting, reconciliation and custody preferred.
 </li>
 <li>
 Understanding of accounting controls as they relate to the investment management industry.
 </li>
 <li>
 Strong communication and interpersonal skills in order to work with colleagues internally as well as the firm&rsquo;s external counterparties.
 </li>
 <li>
 Proficient in Microsoft Office applications including Excel.
 </li>
 <li>
 Possess exceptional organizational and time management skills as well as attention to detail.
 
 
 </li>
 </ul>
 Current anticipated annual base salary range: $75,000- $80,000
 
 
 Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.
</div>

Investment Operations Specialist

DigitalOcean

<div><div>Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you'll find your place here. We value winning together&mdash;while learning, having fun, and making a profound difference for the dreamers and builders in the world.</div><h2 class="jobSectionHeader">
We are looking for a Corporate Development Associate who is passionate about driving impactful growth through M&amp;A, capital markets and strategic projects.</h2>

As a Corporate Development Associate at DigitalOcean, you will join a dynamic team dedicated to revolutionizing cloud computing and AI. This role reports to the Corporate Development Director. and will primarily focus on supporting our M&amp;A sourcing and execution efforts.
<h2 class="jobSectionHeader">
What You'll Do:</h2>
<ul><li>Identify and research potential acquisition targets in line with our company's strategic goals</li>
<li>Assist in developing business cases and financial analyses for potential acquisitions, strategic investments, and new organic initiatives, including scenario modeling for capital allocation decisions</li>
<li>Conduct comprehensive industry research and competitive analysis to support strategic decision-making</li>
<li>Perform financial modeling and valuation analysis for M&amp;A opportunities, including DCF, comparable company analysis, and precedent transactions</li>
<li>Assist in due diligence processes, analyzing financial, legal, and operational data</li>
<li>Support the preparation of investment memoranda, term sheets, and other deal-related documents</li>
<li>Collaborate with cross-functional teams to drive M&amp;A, capital markets initiatives and strategic projects</li>
<li>Contribute to the development and maintenance of our deal pipeline and internal M&amp;A target reporting</li>
<li>Assist in post-merger integration planning and execution</li>
<li>Provide strategic finance support, including financial analysis, forecasting, and reporting</li>
</ul><h2 class="jobSectionHeader">What You'll Add to DigitalOcean:</h2>
<ul><li>Bachelor's degree in Finance, Economics, Business Administration, or related field</li>
<li>2-3 years of experience in investment banking, with a focus on M&amp;A transactions</li>
<li>Strong financial modeling and valuation skills</li>
<li>Excellent analytical and problem-solving abilities</li>
<li>Proficiency in Microsoft Excel and PowerPoint</li>
<li>Outstanding written and verbal communication skills</li>
<li>Ability to work independently and manage multiple projects simultaneously</li>
<li>Knowledge of the software, AI, and broader technology ecosystem is preferred</li>
<li>Final candidates will be required to complete a case study analysis during the final rounds</li>
</ul><h2 class="jobSectionHeader">Compensation Range:</h2>
<ul><li>$100,000 - $120,000</li>
</ul>
<ul><li>This is a remote role</li></ul>

JR: 2026-7610

#LI-Remote<div><h2 class="jobSectionHeader">
Why You'll Like Working for DigitalOcean</h2>
<ul><li>We innovate with purpose. You'll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.</li>
<li>We prioritize career development. At DO, you'll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.</li>
<li>We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.</li>
<li>We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.</li>
<li>DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.</li>
</ul>
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.</div></div>

Corporate Development Associate

With Intelligence

<div>Title: Senior Reporter
Location: Boston, MA
Salary: $80,000 - $85,000 per year
With Intelligence, now part of S&amp;P Global, is seeking a talented journalist to help spearhead the expansion of our market-leading asset management coverage into infrastructure.
The role will involve covering some of the biggest global infrastructure asset managers at a hugely exciting time for the sector, with public policies across multiple regions driving growth and innovation and higher interest rates impacting demand and performance across a range of infra strategies.
Responsibilities:<ul><li>
Uncover exclusive intelligence on new fund launches, innovations, and growth strategies across asset management companies
</li><li>Monitor market dynamics, including which firms are attracting assets, and identify those that are underperforming, exiting, or shifting strategies
</li><li>Track fund performance trends and analyse how managers are evolving fund structures and terms to attract a broader investor base
</li><li>Deliver high-value, actionable insights to investor relations teams to support market understanding, benchmarking, and growth opportunities
</li><li>Build and maintain a strong network of industry contacts to support ongoing news gathering
</li><li>Produce a consistent pipeline of exclusive news stories as part of a fast-paced global real assets news desk
</li><li>Attend and cover industry events and conferences, including international travel, to develop sources and deepen sector knowledge</li></ul> 

Requirements 
<ul><li>
A successful track record of reporting exclusive stories, preferably with at least two years experience in financial journalism
</li><li>Must be willing to work out of our London office under a hybrid arrangement
</li><li>Journalism degree training preferable
</li><li>Strong organizational and time management skills
</li><li>An interest in, and some knowledge of, asset management is preferable</li></ul> 

Benefits 
We take care of you, so you can take care of business. We care about our people. That&rsquo;s why we provide everything you&mdash;and your career&mdash;need to thrive at S&amp;P Global. 
 
Our benefits include:<ul><li><ul><li>
Health &amp; Wellness: Health care coverage designed for the mind and body.</li><li>
Flexible Downtime: Generous time off helps keep you energized for your time on.</li><li>
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.</li><li>
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.</li><li>
Family Friendly Perks: It&rsquo;s not just about you. S&amp;P Global has perks for your partners and little ones, too, with some best-in class benefits for families.</li><li>
Beyond the Basics: From retail discounts to referral incentive awards&mdash;small perks can make a big difference.</li></ul></li></ul>
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Our Company
With Intelligence is now a part of S&amp;P Global, creating one of the most comprehensive data offerings for alternatives and private markets participants. We are now part of a larger organization with more than 35,000 staff worldwide, so we're able to understand nuances while having a broad perspective. From helping our customers assess new investments across the capital and commodities markets to guiding them through the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world&rsquo;s leading organizations to unlock opportunities, solve challenges, and plan for tomorrow &ndash; today. We&rsquo;re Advancing Essential Intelligence.
We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.</div>

Senior Reporter

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3>
The Role:
The Equity Trade Support Analyst provides a very broad range of support functions to various sales and trading desks within Fidelity Capital Markets. With advances in technology, it is important that you have an aptitude for understanding complex (and changing) workflows. We need you to efficiently apply your knowledge and experience to the problem or task at hand, while having an appreciation of the impact your decisions may have on other partners (i.e. customers, colleagues, traders, etc.) We would like you to feel empowered to be proactive and creative when it comes to solving business problems. In support of the various desks and clients, we expect you to work closely with other middle office, back office, and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors.
<ul><li>Monitoring and ensuring timely and accurate allocations for equity trades, including blocks, electronic, SAM, and Program trades
</li><li>Resolving issues with unallocated trades, incorrect allocations, money differences, trades that are not settling, clearing, or comparing, problem with confirms and bad account instructions, closed accounts, P&amp;S trade breaks, DVP/RVP Fails, and step-outs
</li><li>Building and maintaining contacts with clients, contra brokers, floor brokers, and other parties involved with trade execution, allocation, clearance, and settlement
</li><li>Monitoring error accounts, including assisting sales/traders with running, covering, and documenting errors, as well as providing timely reporting on all errors
</li><li>Analyzing internal operations, seeking ways to improve work flows through automation</li><li>
Minimizing operational, monetary, and reputational risk to the firm by building and supporting a thoroughly procedurally-compliant environment
</li></ul>The Expertise and Skills You Bring:<ul><li>
Brokerage industry experience, preferably in trading or middle/back-office operations
</li><li>Bachelor's Degree
</li><li>Series 7 and 63 Licenses (if not currently registered, such exams must be successfully passed within six months of hire)
</li><li>You have strong analytical and project management capabilities
</li><li>You can work independently with little direct supervision with recognition of when to partner and collaborate to gain consensus across multiple business divisions
</li><li>You offer detailed knowledge of custody operations: such as DVP/RVP flows
</li><li>You bring proven understanding of comparison, clearance and settlement for domestic equity and options
</li><li>The ability to balance trading risks and the escalation process effectively and timely
</li></ul>The Team
Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity&rsquo;s own businesses. FCM offers a suite of electronic brokerage products and execution services across multiple asset classes including equities, fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting. Our product coverage includes Equity Block Sales/Trading, Program/Electronic Trading, SAM Trading, International Equity Trading, Prime Brokerage, Soft Dollars, and New Accounts.
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is - per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.<h3 class="jobSectionHeader">
Certifications:</h3><h3 class="jobSectionHeader">
Category:</h3>
Brokerage Operations</div>

Senior Analyst, Equity Trade Support

Cambridge Associates

<div>Firm Overview:
Cambridge Associates (&ldquo;CA&rdquo;) is a leading global investment firm. CA&rsquo;s goal is to help endowments &amp; foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com .
Job Description Summary:
Senior Investment Directors will work with colleagues to help clients meet or exceed their investment objectives. Investment Directors work within a team-based structure, with Managing Directors, Investment Directors and Associates. This position involves developing appropriate financial and investment goals, asset allocation policies, and investment manager structures. Senior Investment Directors also conduct due diligence on investment opportunities, select and recommend appropriate managers for investments, and evaluate performance of individual managers and total portfolios. There are opportunities to oversee and participate in all aspects of client projects, including performing analytical tasks, developing recommendations, supervising investment associates, and developing presentation materials. Senior Investment Directors assume significant individual responsibility on client relationships, including direct client interaction and presenting recommendations directly to clients.
Job Description:
Responsibilities:
<ul><li>Create and develop diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs to client
</li><li>Conduct analyses, prepare materials and direct clients on investment and financial issues; lead and coordinate ad hoc client requests
</li><li>Work with and present directly to clients; develop relationships with clients, including Investment Committees, CIO/CFO of client institutions, outside advisors, etc.
</li><li>Select and evaluate investment managers for virtually all asset classes, including alternative assets such as venture capital, private equity, hedge funds, real estate, timberland, and oil &amp; gas
</li><li>Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities
</li><li>Oversight of analyst/associate level team members, which includes training and mentoring needs, performance reviews, and career development.
</li></ul>We Offer:
<ul><li>In-depth orientation and training program and structured mentorship program, which partners Investment Directors with senior-level resources to support development
</li><li>Team-based work structure, which supports an environment where immediate contributions can be made; and ongoing learning is encouraged and fostered
</li><li>Ability to attend meetings with top-tier investment managers; broad exposure to asset classes and strategies
</li><li>Opportunities to work with and meet colleagues across our global offices
</li><li>Opportunities to join Employee Resource Groups to help shape our community and promote corporate citizenship
</li></ul>Requirements:
<ul><li>BA/BS required. An MBA or CFA strongly preferred
</li><li>Appropriate investment knowledge and experience, gained from work at an investment firm or a large institutional investor, or family office
</li><li>Demonstrated investment knowledge and analytical skills
</li><li>Strong communication and relationship management skills
</li><li>Excellent organizational skills, strong attention to detail, ability to prioritize and work on multiple projects simultaneously
</li><li>Must be eligible to work in the US without sponsorship or restriction now or in the future
</li></ul>Base salary range for this role:
Pay Range Minimum:
181500
Pay Range Maximum:
246800
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.</div>

Senior Investment Director, Endowment and Foundation

Wellington Management

<div>
 
 
 About Us
 
 
 
 
 
 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.
 
 
 
 About The Role
 
 
 
 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.
 
 
 
 
 About The Role
 
 
 
 
 The Business Intelligence Lead for the Client Platform will drive strategic development and delivery of high‑quality business intelligence capabilities for the Client Platform. The role will support Client Platform Finance &amp; BI function and will be responsible for advancing the Business Intelligence vision, delivering high-impact analytics, and enabling data-driven decision-making across the Client Platform, and in alignment with firmwide Infrastructure and Investment Platforms. The successful candidate will engage with business stakeholders to deliver meaningful insights, translate business questions into scalable analytics capabilities, and embed an intelligence-led approach to decision-making. This role combines strategic leadership, hands-on analytics expertise, and strong cross-functional collaboration.
 
 
 
 
 Responsibilities
 
 
 
 
 <ul>
 <li>
 Lead and drive the BI strategy, make recommendations to bring standards and accuracy to solutions
 </li>
 <li>
 Work with stakeholders to turn challenges and opportunities into solutions
 </li>
 <li>
 Collaborate with business partners to understand data models in detail, prioritize outcomes, and define actionable requirements
 </li>
 <li>
 Partner with colleagues to improve user experience and define visual standards for dashboards
 </li>
 <li>
 Translate business needs into a strategic plan, technical specifications, and designs
 </li>
 <li>
 Prioritize &amp; complete support &amp; enhancement requests
 </li>
 <li>
 Demonstrate the ability to identify potential high value add opportunities Contribute to estimation, planning, development / integration, testing and deployment processes
 
 
 
 </li>
 </ul>
 
 
 Qualifications
 
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in a quantitative or business-related field; advanced degree a plus.
 </li>
 <li>
 5-10 years of experience in asset management, financial services, or a related industry with experience supporting sales, distribution, or client-facing organizations in an analytical and business intelligence capacity.
 </li>
 <li>
 Strong critical thinking and analytical judgment, with the ability to operate strategically while maintaining a deep understanding of data models, schemas, and analytical detail.
 </li>
 <li>
 Strong experience with BI and visualization tools (e.g., Tableau, Power BI) and SQL; experience with modern data and analytics platforms, including Microsoft Fabric, Databricks, Snowflake, and related technologies preferred.
 </li>
 <li>
 Demonstrated ability to partner with senior stakeholders and influence outcomes through data-driven insights.
 </li>
 <li>
 Strong organizational and project leadership skills, with the ability to manage multiple complex workstreams.
 </li>
 <li>
 Exceptional communication skills, including the ability to translate complex data into clear, compelling narratives
 </li>
 <li>
 High intellectual curiosity, sense of ownership, and strong judgment amid complexity and ambiguity.
 </li>
 <li>
 Familiarity with AI-augmented reporting and productivity tools is strongly preferred.
 
 
 
 </li>
 </ul>
 Not sure you meet 100% of our qualifications? That&rsquo;s ok. If you believe that you could excel 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 a variety of skill, workplace experiences, and backgrounds.
 
 
 
 As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
 
 
 race, color, sex, sexual orientation, gender identity, gender expression, religion, 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 one of our jobs, please email us at GMWTalentOperations@wellington.com
 
 
 .
 
 
 
 At Wellington Management, Our Approach To Compensation Is Designed To Help Us Attract, Inspire And Retain The Best Talent In Our Industry. We Strive To Pay Employees Fairly And Competitively Across All Levels And Roles. Our Approach To Compensation Considers All Aspects Of Total Compensation; All Employees Are Eligible To Receive Salary, Variable Compensation, And Benefits. The Base Salary Range For This Position Is:
 
 
 USD 90,000 - 180,000
 
 
 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
 
 
 Base salary is only one component of Wellington&rsquo;s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
 
 
 We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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