Senior Product Reporting Analyst
About The Position
The Client Reporting Services group within Client Operations is seeking an Analyst to support the Product Reporting Team from the Boston office. The role primarily supports products and funds in the Fixed Income business. The team produces accurate, timely standard product marketing and client materials, as well as customized client reporting for an assigned suite of products. The Analyst develops expertise in the approaches they cover, including portfolio outlook, investment process, positioning, strategy, and the current market environment. Working closely with Product Management, the role serves as an internal subject matter expert to Global Operations and the broader 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 against strict and competing deadlines.
- Proficiency with Microsoft Word and Excel.
- Ability to use internal and external systems and databases extensively.
- A positive, collegial attitude and a high level of professionalism.
Nice To Haves
- An MBA, CFA, CMA, or CAIA qualification, or progress toward one of these qualifications.
Responsibilities
- Partner with Product Management and the Client Group to understand investment approaches, client reporting needs, and guidelines for marketing and client reporting.
- Develop expertise in an assigned suite of approaches and create and deliver product-level content for client reporting, including attribution and performance commentary, portfolio positioning and outlook text tailored to client guidelines, product-specific data interpretation, and responses to product-related questions.
- Serve as an internal subject matter expert to 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 for accuracy and data reasonableness as needed.
- Lead the production of customized client reporting.
Benefits
- Retirement plan
- Health and wellbeing benefits
- Dental, vision, and 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
- Eligible employees may receive a discretionary Corporate Bonus and/or incentives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
