Client Deliverables Technology Analyst

Wellington Management Company, LLP
21 Jul 2017
15 Aug 2017
Contract Type

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 50 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 Company

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$979 billion in assets under management as of 1 March 2017, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialised subject-matter expertise.


We are seeking a Client Deliverables Technology Analyst candidate to join our Client Services team. Specific responsibilities include:
  • Build a thorough understanding of presentation structure on the new technology platform and support ongoing maintenance (includes metadata handling, rules-based logic application, and impact of stored configurations).
  • Analysis and troubleshooting of problems related to internal publishing software (Seismic).
  • Assessment and triage of data related issues and questions for automated materials.
  • Maintenance of reporting configurations in the CRM tool (Salesforce).
  • Provide expertise and support for user-defined spreadsheet data used in materials (OneView Sheets).
  • Track customisation requests to establish trends and assist with prioritisation of technical enhancements.
  • Gather regional requirements for fulfilling client and marketing publishing needs.
  • Assist with customisations and specialised materials.
  • Work with multilingual dictionaries and documents.
  • Maintain a high degree of customer service for all support queries.
  • Assist with training and best practices for the global support model.
  • Adhere to internal format standards to ensure accuracy and quality control.
  • Assist with special projects as required.
  • Administration of workflow tools: customising queues, setting up users and groups.


Specific qualifications include:
  • Bachelor's degree with relevant industry experience.
  • Experience using the following; content management systems (e.g. Seismic), Adobe Acrobat Professional, CRM tool (e.g. Salesforce), Mac OS X, Microsoft Word, PowerPoint, Excel and queue management software.
  • Excellent communication skills, both oral and written.
  • The ability to work independently, in a fast-paced and team-oriented environment.
  • Language skills (especially German) is desired.

Client Deliverables Technology Analyst

PCS - Production


As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 .