Investment Reporting Analyst

  • Competitive
  • Boston, MA, USA Boston MA US
  • Permanent, Full time
  • Wellington Management Company, LLP
  • 20 Mar 18 2018-03-20

Investment Reporting Analyst


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.

Responsibilities for this role include, but are not limited to:

  • Partner with Investment Products & Strategies (IPS) 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 CRS.
  • Produce or maintain 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 as needed to ensure accuracy, data reasonability, etc.
  • Take the lead on production of customized client reporting.

Investment Reporting Analyst

Client Services

280 Congress

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, 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 .