Product Reporting Analyst

Wellington Management Company; Boston (MA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Retirement plan

Health, dental, vision

Commuter program

Tuition/CFA reimbursement

Job summary

Wellington Management Company in Boston seeks a Product Reporting Analyst to support the Product Reporting Team within Client Operations. The role focuses on producing high-quality product-related marketing and client reporting for a Fixed Income portfolio, collaborating with Product Management and Global Operations.

The ideal candidate has 3+ years in investment management or marketing communications, strong capital markets knowledge, and excellent quantitative and communication skills.

Qualifications

• 3+ years of professional experience in either investment management or marketing communications.
• Capital markets knowledge, particularly Fixed Income.
• Excellent quantitative and communication skills.
• Independent self-starter, a team player, able to manage multiple assignments and meet tight deadlines.
• MBA or CFA/CMA/CAIA, or progress toward these qualifications.
• Proficiency with internal and external systems and databases; strong Word/Excel skills.

Responsibilities

• Partner with Product Management and Client Group to understand reporting needs and guidelines.
• Develop expertise in assigned approaches to deliver product-level content in client reporting; write attribution and performance commentary; tailor portfolio positioning and outlook text.
• Serve as an internal subject matter expert to other roles within Client Operations.
• Produce standard product materials and recurring deliverables including marketing presentations, institutional fact sheets, and product summaries.
• Peer review client deliverables for accuracy and reasonableness.
• Lead the production of customized client reporting.

Skills

Investment knowledge

Communication skills

Quantitative skills

Independent self-starter

Team player

Education

MBA or CFA/CMA/CAIA progress

Tools

Microsoft Word

Microsoft Excel

Job description

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 Overview

Client Reporting Services group within Client Operations has an open position for an Analyst based out of the Boston office supporting the Product Reporting Team. The Analyst will primarily focus on products/funds in the Fixed Income business. Producing high quality, accurate, and timely reporting is one of the key aspects of providing superior service to our clients, prospects, and consultants. To that end, the Product Reporting Team is responsible for maintaining and producing standard product-related marketing and client materials as well as customized client reporting for an assigned suite of products. The Product Reporting Team broadly is expected to develop expertise in the approaches they cover and are expected to understand the portfolio’s outlook, process, positioning, strategy, and the current market environment. The team will be closely aligned with Product Management and serve as internal subject matter expert to Global Operations and the Client Group broadly.

Responsibilities

Responsibilities for this role include, but are not limited to:

• Partner with Product Management and our Client Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting
• Develop an expertise in an assigned suite of approaches to effectively develop and deliver product-level content in client reporting; this includes but may not be limited to, writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc.
• Serve as an internal subject matter expert to the other roles within Client Operations
• Produce all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries
• Peer review client deliverables completed by the team as needed to ensure accuracy, data reasonability, etc.
• Take the lead on production of customized client reporting

Qualifications

The ideal candidate will possess the following qualifications:

• Strong academic credentials and 3+ years of professional experience in either investment management or marketing communications
• Candidates should demonstrate a high level of capital markets/investment/product knowledge, particularly in the Fixed Income asset class
• Excellent quantitative and communication skills, as well as strong attention to detail
• The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients
• The position requires extensive use of internal and external systems and databases, and proficiency with Microsoft Word and Excel
• A positive, collegial attitude and a high level of professionalism are essential
• An MBA or CFA/CMA/CAIA, or progress toward these qualifications is a plus

JOB TITLE

Product Reporting Analyst

JOB FAMILY

InvesTech

LOCATION

280 Congress

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 considers all qualified applicants will receive 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. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

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 80,000 - 150,000 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.

• 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.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions.

As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. 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.

For more information, please visit https://www.wellington.com/en/