Product Reporting Analyst

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • Wellington Management Company, LLP
  • 21 Mar 19

Product 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.


Client Reporting Services, Americas within the Client Services Group (CSG) has an open position for an Analyst based out of the Boston office supporting the Product Reporting Team. The Analyst will primarily focus on preparing credit commentaries for issuers held in funds across the firm's fixed income platform.   As part of the Product Reporting Team, the Analyst will work to leverage internal propriety research and external resources to develop commentary that effectively communicates the investment views of the fund in response to various regulatory requirements and market events. The Analyst will interact with key stakeholders across our global investment platform, will be closely aligned with Investment Products & Strategies, and will serve as internal subject matter expert to CSG and the Global Relationship Group broadly. 


Responsibilities for this position will include the following:

  • Interpret issuer specific investment analysis into concise, polished, and accurate content that is user friendly and meets the needs of the target audience
  • Independently manage and organize a high volume of projects with evolving priorities, in close collaboration with multiple key stakeholders
  • Develop the expertise to effectively communicate investor perspectives in written form; this includes serving as a subject matter expert and assisting with broad efforts to respond to market-related events
  • Proofread material for grammatical precision and context in adherence to established style guidelines




A successful candidate will have the following qualifications:
  • Strong academic credentials and some relevant professional experience (2+ years) in investment management, client reporting, marketing communications, or technical writing
  • Demonstrated high level of interest in capital markets, particularly in the Fixed Income asset class.
  • Analytical and problem-solving skills - the ability to synthesize disparate information, identify the most important elements, and arrive at a conclusion
  • Strong organizational skills and attention to detail; ability to multi-task and manage a high volume of activity under tight deadlines
  • Proficiency with Microsoft Word and Excel; ability to adapt quickly to new technology
  • High level of motivation, humility, and the ability to collaborate and work independently
  • Excellent writing and editing skills

Product Reporting Analyst


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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 .