Product Reporting Analyst

Wellington Management Company, LLP
Boston, USA
29 Sep 2021
22 Oct 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

Wellington Management
Tracing our roots to 1928, Wellington Management is one of the world's largest independent investment management firms. With US $1 trillion in assets under management as of 30 June 2020, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

Client Reporting within the Investment Services & Technology Group has an open position for an Analyst based out of the Boston office supporting the Product Reporting Team. The Analyst will report to Timothy Miller and will be focused on Fixed Income products.

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 within Investment Services & Technology 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 Investment Products & Fund Strategies (IPFS) and serve as internal subject matter expert to Investment Services & Technology and our Global Relationship Group (GRG) broadly.
Responsibilities for this role include, but are not limited to:

• Partner with Investment Products & Fund Strategies (IPFS) and our Global Relationship Group (GRG) 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 Investment Services & Technology.

• Produce all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries.

• Peer reviewing client deliverables completed by the team to ensure accuracy, data reasonability, etc.

• Take the lead on production of customized client reporting

The ideal candidate will possess the following qualifications:

• Intellectually curious and self-motivated.

• 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.

• A positive, collegial attitude and a high level of professionalism are essential.

• Strong academic credentials and professional experience in investment management, client reporting, or marketing communications.

• Candidates should demonstrate a high level of capital markets/investment/product knowledge, particularly in the Fixed Income asset class.

• An MBA or CFA/CAIA, or progress toward these qualifications is a plus.


Product Reporting Analyst

280 Congress

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .

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