Hybrid Senior Fixed Income Product Reporting Analyst

Wellington Management; Boston (MA); Híbrido; USD 80.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

retirement plan

health and wellbeing

dental

vision

pharmacy coverage

health savings account

flexible spending accounts and commute

employee assistance program

life and disability insurance

adoption assistance

back-up childcare

tuition/CFA reimbursement and paidtime

Descripción de la vacante

Wellington Management seeks an Analyst in Boston within the Client Reporting Services group to support the Product Reporting Team. You will produce product-related marketing and client reporting, writing attribution and commentary, and tailoring content for various client guidelines.

The role requires 3+ years in investment management or marketing communications, strong capital markets knowledge, and proficiency in Word/Excel. MBA/CFA/CAIA progress is a plus.

Formación

• Strong academic credentials and 3+ years of professional experience in investment management or marketing communications.
• Capital markets knowledge, particularly Fixed Income.
• Excellent quantitative and communication skills with strong attention to detail.
• Independent self-starter, team player, able to handle multiple deadlines and assignments.
• Proficiency with Microsoft Word and Excel.
• MBA or CFA/CMA/CAIA, or progress toward these qualifications is a plus.

Responsabilidades

• Partner with Product Management and Client Group to understand reporting needs and guidelines.
• Develop expertise in assigned approaches to write attribution and performance commentary.
• Tailor portfolio positioning and outlook text for client guidelines and questions.
• Serve as an internal subject matter expert to Client Operations.
• Produce standard product materials and recurring deliverables like marketing presentations and fact sheets.
• Peer review client deliverables for accuracy and reasonableness.
• Lead production of customized client reporting.

Conocimientos

Investment knowledge

Excel proficiency

Communication skills

Attention to detail

Educación

MBA

CFA/CMA/CAIA

Herramientas

Microsoft Word

Excel

Descripción del empleo

Wellington Management seeks an Analyst in Boston within the Client Reporting Services group to support the Product Reporting Team. You will produce product-related marketing and client reporting, writing attribution and commentary, and tailoring content for various client guidelines.

The role requires 3+ years in investment management or marketing communications, strong capital markets knowledge, and proficiency in Word/Excel. MBA/CFA/CAIA progress is a plus.