Wellington Management | Derivatives Operations Analyst

Responsibilities

• The Derivatives Operations team supports a broad range of post-trade activities across bilateral and cleared OTC derivatives, futures, listed options, TBAs, and repo.
• This role is responsible for daily collateral and margin management, including margin calls, settlements, reconciliations, accounting
• The role also contributes to operational improvement initiatives by identifying automation opportunities, enhancing workflows, participating in testing and implementations, and supporting efficiencies across derivatives processing and risk management activities.
• Success in this position requires strong attention to detail, problem-solving skills, and the ability to manage complex, time-sensitive responsibilities in a collaborative yet self-directed environment.
• 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, including holdings, futures trades, collateral, and currency balances between internal accounting systems, clearing brokers, custodians, and clearing houses.
• Support day-to-day broker relationships, including issue resolution, inquiries, escalation, and participation in operational review meetings.
• Serve as a resource for incoming queries and issues raised by 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 necessary changes.
• Act as a steward of risk and controls by maintaining accurate documentation, procedures, and high- quality outputs.

Requirements

• 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 with excellent attention to detail.
• Effective verbal and written communication skills, with the 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.
• 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.

Wellington Management

Wellington Management is an employer hiring in the United States (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in the United States are mostly in Boston.

• Industry: BFSI / Investments / Insurance