Fixed Income Product Reporting Specialist

wellington; Boston (MA); On-site; USD 70,000 - 110,000; Full time

Job summary

Wellington Management in Boston seeks 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, producing high-quality, accurate reporting for clients, prospects, and consultants.

The ideal candidate has 3+ years in investment management or marketing communications, strong quantitative and communication skills, and the ability to work with Product Management and Global

Qualifications

• 3+ years of professional experience in investment management or marketing communications.
• Strong capital markets/investment/product knowledge, particularly Fixed Income.
• Excellent quantitative and communication skills with attention to detail.

Responsibilities

• Write attribution and performance commentary for client reporting.
• Develop and deliver product-level content in client reporting.
• Peer review client deliverables for accuracy and reasonableness.
• Produce standard marketing materials, institutional fact sheets, and product summaries.
• Support customized client reporting and coordinate with Product Management and Global Operations.

Skills

Quantitative skills

Communication skills

Attention to detail

Independent & team player

Education

MBA or CFA/CMA/CAIA (or progress toward)

Tools

Microsoft Word

Excel

Job description

Wellington Management in Boston seeks 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, producing high-quality, accurate reporting for clients, prospects, and consultants.

The ideal candidate has 3+ years in investment management or marketing communications, strong quantitative and communication skills, and the ability to work with Product Management and Global