Product Reporting Analyst

Wellington Management is seeking a Product Reporting Analyst to join their Client Reporting Services group. The successful candidate will be responsible for producing high-quality, accurate, and timely reporting to clients, prospects, and consultants. The role requires strong academic credentials and 3+ years of professional experience in investment management or marketing communications.

Requirements

• Partner with Product Management and Client Group to understand the fundamentals of our approaches
• Develop expertise in an assigned suite of approaches
• Produce standard product materials and reoccurring deliverables
• Peer review client deliverables completed by the team
• Take the lead on production of customized client reporting

Benefits

• 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
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)