Fixed Income Product Reporting Analyst

Wellington Management Company; Boston (MA); Presencial; USD 80.000 - 110.000; Jornada completa

Descripción de la vacante

Wellington Management in Boston is seeking an Analyst for the Client Reporting Services group within Client Operations, supporting the Product Reporting Team. The Analyst will focus on products/funds in the Fixed Income business and will produce high-quality, accurate reporting for clients, prospects, and consultants.

The role develops expertise in approaches, understanding portfolio outlook and data nuances while collaborating with Product Management and Global Operations.

Formación

• 3+ years of professional experience in investment management or marketing communications.
• Capital markets knowledge, especially Fixed Income.
• Excellent quantitative and communication skills.
• Independent, team player, able to manage multiple assignments under deadlines.

Responsabilidades

• Partner with Product Management and Client Group to understand reporting needs and guidelines.
• Develop and deliver product-level content in client reporting; include attribution and performance commentary.
• Produce standard product materials and recurring deliverables; review client deliverables for accuracy.
• Lead production of customized client reporting.

Conocimientos

Investment knowledge

Communication skills

Attention to detail

Self-starter

Educación

MBA or CFA/CMA/CAIA (plus)

Herramientas

Microsoft Word

Microsoft Excel

Descripción del empleo

Wellington Management in Boston is seeking an Analyst for the Client Reporting Services group within Client Operations, supporting the Product Reporting Team. The Analyst will focus on products/funds in the Fixed Income business and will produce high-quality, accurate reporting for clients, prospects, and consultants.

The role develops expertise in approaches, understanding portfolio outlook and data nuances while collaborating with Product Management and Global Operations.