Product Reporting Analyst

Wellington Management • Boston, MA

1d • Hybrid

About The Position

Client Reporting Services group within Client Operations has an open position for an Analyst based out of the Boston or Needham 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.

Requirements

• Bachelor's degree preferably in finance, economics, accounting, business administration, mathematics, or other related field of study 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

Nice To Haves

• An MBA or CFA/CMA/CAIA, or progress toward these qualifications is a plus

Responsibilities

• 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

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.
• 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.
• 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).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level