Wellington

Product Reporting Analyst

Boston, MA, United States

Sponsorship not specified$80k-$150kDetected 5 days ago

Code ReviewExcelResearchCommunicationPublic SpeakingMicrosoft OfficeCFA

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 Fixed Income business.
Producing high quality, accurate, and timely reporting is one of the key aspects of providing superior service to our clients, prospects, and consultants.

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
Take the lead on production of customized client reporting
In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.
We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

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 Fixed Income asset class.
Excellent quantitative and communication skills, as well as strong attention to detail
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
An MBA or CFA/CMA/CAIA, or progress toward these qualifications is a plus

USD 80,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education.
This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach.

Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

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.

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

This listing is sourced directly from Wellington's careers page and normalized into a canonical job model.