Senior Product Reporting Analyst
About The Position
The Client Reporting Services group within Client Operations is hiring an Analyst to support the Product Reporting Team from the Boston office, primarily covering products and funds in the Fixed Income business. The team produces accurate and timely standard product-related marketing and client materials, as well as customized reporting for clients. Team members develop expertise in their assigned approaches, including the portfolio outlook, process, positioning, strategy, and current market environment, and serve as internal subject matter experts to Global Operations and the Client Group.
Requirements
- Strong academic credentials.
- At least 3 years of professional experience in investment management or marketing communications.
- Strong capital markets, investment, and product knowledge, particularly in Fixed Income.
- Excellent quantitative and communication skills, with strong attention to detail.
- Ability to work independently and collaboratively, manage multiple assignments, and deliver high-quality work to strict and competing deadlines.
- Ability to use internal and external systems and databases extensively.
- Proficiency with Microsoft Word and Excel.
- Positive, collegial attitude and a high level of professionalism.
Nice To Haves
- MBA, CFA, CMA, or CAIA, or progress toward one of these qualifications.
Responsibilities
- Partner with Product Management and the Client Group to understand investment approach fundamentals, client reporting needs, and guidelines governing marketing and client reporting.
- Develop expertise in an assigned suite of approaches and prepare product-level client reporting content, including attribution and performance commentary, portfolio positioning and outlook text tailored to client guidelines, and responses to product-related questions.
- Serve as an internal subject matter expert for other roles within Client Operations.
- Produce standard product materials and recurring deliverables, including generic marketing presentations, institutional fact sheets, and product summaries.
- Peer review team client deliverables as needed for accuracy and data reasonability.
- Lead the production of customized client reporting.
Benefits
- Retirement plan
- Health and wellbeing benefits
- Dental coverage
- Vision coverage
- Pharmacy coverage
- Health savings account
- Flexible spending accounts
- Commuter program
- Employee assistance program
- Life and disability insurance
- Adoption assistance
- Back-up childcare
- Tuition/CFA reimbursement
- Paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
- Potential discretionary corporate bonus and/or incentives, if eligible
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
