Mgr, Investment Reporting, Americas

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • Wellington Management Company, LLP
  • 01 Oct 16

Mgr, Investment Reporting, Americas

WELLINGTON MANAGEMENT

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 50 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.

POSITION

The Manager, Investment Reporting, within Client Reporting Services (CRS) Americas will be responsible for overseeing product reporting produced out of our Boston office.  Specifically the manager will be responsible for overseeing a team of analysts aligned by asset class who will be responsible for maintaining and producing standard product-related marketing and client materials as well as customized client reporting. The expectation is that this manager will act as player-coach, in addition to direct responsibility for covering a suite of products. The Investment Reporting Team broadly will be 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 & Strategies and serve as internal subject matter expert to CSG and GRG broadly.

RESPONSIBILITIES

Major responsibilities include:

  • Partner with Global Investment Reporting Managers, to evaluate the existing product coverage and think strategically about how we expand the model to full coverage across product suites. This will include evaluating reporting needs, required resources, and collaborating with the other CRS teams to optimally allocate work.
  • Partner with Global CRS teams and IT to ensure reporting requirements and practices are supported by the global workflow, processes, and technology
  • Provide oversight to ensure that  best practices, consistency, and compliance with regulatory standards are implemented across client reporting materials
  • Contribute to various global/local projects and working groups
  • Partner with Investment Product and Strategies (IPS) and GRG to optimize CRS product, account  and deliverables coverage
  • Serve as a hands-on player-coach, cover specific products, and be able to back up team on deliverables and products.


QUALIFICATIONS

The ideal candidate will possess the following qualifications:
  • Substantial (5+ years) experience in client reporting and/or marketing at an asset management firm. Prior team leader or manager experience is preferred.
  • Deep product expertise in either of equity or fixed income.  Asset allocation and alternatives a plus.
  • Demonstrated track record of innovation, change management, creativity, efficiency, and problem solving
  • Demonstrated ability to thrive in a changing and collaborative global environment
  • Positive and solutions oriented mindset
  • Attention to detail, strong written and oral communication skills
  • Prior global work experience a plus
  • An MBA and/or CFA preferred


JOB TITLE
Mgr, Investment Reporting, Americas

JOB FAMILY
Client Service

LOCATION
Boston

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age, ancestry, disability, citizenship, marital status, veteran status, genetic information or any other characteristic protected by 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  Wellington@icareerhelp.com .