Manager, Product Reporting

Wellington Management•Boston, MA

4d•Onsite

About The Position

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 The Client Reporting Services Group within Client Operations has an open position for a manager based out of the Boston office overseeing the Fixed Income Product Reporting Team. Specifically, the manager will be responsible for overseeing a team of analysts aligned by asset class who will be responsible for maintaining and producing standard product-related marketing and client materials as well as customized client reporting. 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 experts to the Client Group and Global Operations broadly.

Requirements

Substantial (10+ years) experience at an asset management firm, with experience managing large teams
Ability to quickly learn the reporting function and develop asset class and product knowledge
Demonstrated track record of innovation, change management, creativity, efficiency, and problem solving
Demonstrated ability to thrive in a changing and collaborative environment
Positive and solutions-oriented mindset
Attention to detail, strong written and oral communication skills

Nice To Haves

An MBA and/or CFA preferred

Responsibilities

Oversee a team of analysts, seniors, and leads within the Product Reporting function globally owning all facets of talent management for the team: recruiting, goal setting, career management, promotions, compensation, performance reviews, and hands-on mentoring.
Partner with Product Management, Client Group, and various teams within Client Ops to ensure reporting requirements and practices are supported by the global workflow, processes, and technology
Partner with global reporting managers, to evaluate the reporting needs, required resources, and collaborate with the other CRS teams to optimally allocate work
Provide oversight to ensure that best practices, consistency, and compliance with regulatory standards are implemented across client reporting materials
Develop and oversee standard reports library and own governance around segmentation
Provide oversight and ownership of Business Assessment Monitoring (BAM) process representing Client Reporting
Identify and implement process improvements and automation opportunities to enhance reporting efficiency, accuracy and scalability
Provide ongoing oversight of GDP work and partner with Accenture managers on finding efficiencies and optimally allocating work between onshore and offshore team members
Evaluate the existing team structure, capacity, and responsibilities and develop and long-term strategy for future of the reporting team
Collaborate with various subject matter experts on the development of new reporting in strategic growth areas of the firm

Benefits

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 an d paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)