Product Reporting Analyst

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

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

Equal Opportunity Statement

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.

Our approach to compensation considers all aspec