Product Reporting Analyst

Wellington Management • Boston, MA

2d • Hybrid

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 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 Multi-Asset, Alternatives, and Solutions 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

• 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 Multi-Asset, Alternatives or Fixed Income asset classes.
• 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

• Experience in Private Equity is a plus.
• 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

• 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 an d 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
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees