Manager, Product Reporting

Wellington Management • Boston, MA

6d • Hybrid

About The Position

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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees