Senior Product Reporting Analyst - Hybrid (4 in/1 remote)

10500 WMC Wellington Management Company LLP; Boston (MA); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Health & wellbeing program

Dental & vision coverage

Commuter program

Back-up childcare

Tuition/CFA reimbursement

Job summary

Wellington Management Co. is seeking a Senior Product Reporting Analyst in Boston to support the Product Reporting Team within Client Operations.

You will develop and deliver high-quality product-level content, including attribution, portfolio outlook, and customized client reporting for fixed income products. The role requires 3+ years in investment management or marketing communications, strong capital markets knowledge, and proficiency with Word/Excel.

Qualifications

• Strong academic credentials and 3+ years of professional experience in either investment management or marketing communications.
• Capital markets/investment/product knowledge, particularly in Fixed Income.
• Excellent quantitative and communication skills with strong attention to detail.
• Independent self-starter, team player, able to handle multiple assignments and deadlines.
• Extensive use of internal/external systems; proficiency with Word and Excel.
• Positive, collegial attitude and high level of professionalism.
• MBA or CFA/CMA/CAIA, or progress toward these qualifications is a plus.

Responsibilities

• Partner with Product Management and Client Group to understand reporting needs and guidelines for marketing and client reporting.
• Develop expertise in assigned approaches to create product-level content in client reporting; include attribution and performance commentary and portfolio outlook.
• Serve as 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 production of customized client reporting.

Skills

Investment knowledge

Capital markets

Attention to detail

Self-starter

Team player

Communication skills

Professionalism

MBA/CFA/CAIA progress

Education

MBA

CFA

CAIA

Tools

Microsoft Word

Excel

Job description

Wellington Management Co. is seeking a Senior Product Reporting Analyst in Boston to support the Product Reporting Team within Client Operations.

You will develop and deliver high-quality product-level content, including attribution, portfolio outlook, and customized client reporting for fixed income products. The role requires 3+ years in investment management or marketing communications, strong capital markets knowledge, and proficiency with Word/Excel.