Product Reporting Analyst — Fixed Income Client Reporting

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

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental coverage

Vision coverage

Commuter program

Employee assistance program

Job summary

Wellington Management in Boston is seeking a Product Reporting Analyst to support the Product Reporting Team within Client Operations. You will deliver high-quality, accurate product reporting, contribute to marketing materials, and respond to client questions.

The role requires understanding portfolio approaches, data nuances, and collaboration across Product Management and Client Group. The ideal candidate has 3+ years in investment management or marketing communications, strong capital

Qualifications

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

Responsibilities

• Partner with Product Management and Client Group to understand reporting needs and guidelines.
• Develop expertise in an assigned suite of approaches to craft product-level content for client reporting.
• Produce standard product materials and recurring deliverables: marketing presentations, institutional fact sheets, product summaries.
• Peer review client deliverables for accuracy and reasonableness.
• Lead production of customized client reporting.

Skills

Capital markets knowledge

Communication skills

Independent self-starter

Team player

Education

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

Tools

Microsoft Word

Microsoft Excel

Job description

Wellington Management in Boston is seeking a Product Reporting Analyst to support the Product Reporting Team within Client Operations. You will deliver high-quality, accurate product reporting, contribute to marketing materials, and respond to client questions.

The role requires understanding portfolio approaches, data nuances, and collaboration across Product Management and Client Group. The ideal candidate has 3+ years in investment management or marketing communications, strong capital