Senior 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

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.

Overview

About the Role

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

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 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.

Benefits

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. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.

• retirement plan
• health and wellbeing
• dental
• vision
• 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.