• Manage the day-to-day relationship and workflow with the external data agency across BigQuery, ETL pipelines, data modeling, dashboards, and reporting requests. • Define project scopes, priorities, timelines, tickets, and acceptance criteria for analytics initiatives. • Review and validate agency deliverables for accuracy, logic, documentation quality, naming consistency, and business relevance. • Maintain and prioritize the company analytics roadmap across leadership, marketing, finance, operations, e-commerce, and growth teams. • Ensure analytics projects are delivered on time with clear requirements and minimal revisions. • Escalate blockers and ensure projects remain on track. • Validate dashboards, SQL queries, data models, funnel reporting, and KPI outputs against source systems and business rules. • Investigate discrepancies, tracking issues, missing data, duplicate events, and reporting inconsistencies. • Develop and maintain QA processes, reconciliation workflows, metric dictionaries, and reporting documentation. • Own and enforce company-wide metric definitions including revenue, CAC, contribution margin, shipping, refunds, discounts, subscriptions, marketplace reporting, and attribution rules. • Ensure consistency across BigQuery, BI tools, Amplitude/PostHog, marketing platforms, and finance reporting. • Proactively identify and resolve discrepancies, reporting gaps, and tracking issues before they impact stakeholders. • Write and optimize SQL queries in BigQuery to answer business questions and support operational decision-making. • Build and maintain dashboards, recurring reports, and executive-level visualizations. • Support daily ad hoc reporting requests while improving long-term self-service reporting capabilities. • Analyze e-commerce performance across acquisition, conversion rate, retention, LTV, AOV, subscriptions, customer cohorts, product performance, shipping, and marketplaces. • Translate analytical findings into actionable business recommendations while clearly communicating assumptions, caveats, and confidence levels. • Deliver reporting and insights that are trusted, actionable, and easy for teams to interpret and use. • Partner with developers and the external agency to maintain accurate event tracking, data ingestion, and instrumentation. • Support implementation and QA for GTM, pixels, server-side tracking, browser-based tracking, webhooks, and related analytics infrastructure. • Manage and validate funnel reporting and user journey analysis within Amplitude or PostHog. • Identify tracking gaps, event taxonomy issues, and opportunities to improve reporting quality.

• Research and maintain a comprehensive forward calendar of global corporate events • Support a team responsible for creating and checking the accuracy of key corporate data and economic indicators • Monitor company and stock exchange websites and newswires, filtering company press releases, regular phone contact and extensive checking and editing of current data

• Analyse large datasets to identify trends, patterns, and business opportunities • Build and maintain dashboards and automated reports using BI tools • Collaborate with cross-functional teams to define KPIs and metrics • Perform root cause analysis on business performance issues • Present findings and recommendations to senior stakeholders • Ensure data accuracy and integrity across all reporting • Support data governance and documentation standards

Title: Principal, Hedge Fund & Analytics Technology Location: Boston, MA, United States time type Full time job requisition id R94104 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 Not sure you meet 100% of our qualifications? That’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. 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 120,000 - 225,000 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’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.