Product Reporting Analyst - Private Investments
Product Reporting Analyst - Private Investments
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Job Description
About Us
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 longterm view that aligns our perspectives with those of our clients.
About the Role
Client Investment Services & Technology group (CIS) within InvesTech Operations has an open position for an Analyst based out of the Boston or Needham Massachusetts office supporting the Private Investments Reporting Team. The Analyst is expected to primarily focus on Private Credit (PC) products with Private Equity (PE) coverage and support a possibility.
Producing high quality accurate and timely reporting is one of the key aspects of providing superior service to our clients prospects and consultants. To that end the Private Investments Reporting Team within CIS covers all PE and PC products and is responsible for creating maintaining and producing marketing and client materials as well as customized reporting and commentary. The Private Investments Reporting Team is expected to develop expertise in the products they cover and are expected to understand the outlook process positioning strategy and the current market environment. The team will be closely aligned with Focus Initiatives Investor Relations (FIIR) and serve as internal subject matter expert to CIS and the Client Group broadly.
RESPONSIBILITIES
Responsibilities for this role include but are not limited to:
Partner with FIIR and our Client Group to understand the fundamentals of our products and the general content needs of our clients prospects and consultants
Serve as an internal subject matter expert to the other roles within CIS Client Group and the broader Firm
Own the design/creation of initial marketing and client content for new products that will serve as the backbone of reporting which will entail independent and direct collaboration with FIIR Investment Teams and Marketing
Develop an expertise in an assigned coverage to effectively develop and deliver productlevel content for clients; this includes but may not be limited to quarterly reporting writing attribution and performance commentary tailoring portfolio positioning and outlook text understanding productspecific data nuances answering adhoc questions related to the product etc.
Develop an expertise in an assigned coverage to effectively develop deliver and maintain productlevel marketing content; this includes but may not be limited to generic marketing presentations institutional fact sheets and product summaries
Take the lead on the production of customized client content and requests by leveraging product and infrastructure expertise
Peer review client content completed by the team as needed to ensure accuracy data reasonability etc.
QUALIFICATIONS
The ideal candidate will possess the following qualifications:
3 years of professional experience in either investment management or operational support roles
Candidates should demonstrate a high level of capital markets/investment/product interest and knowledge particularly in the fixed income private and/or alternative asset classes
Demonstrated intellectual curiosity and willingness to stretch beyond standard procedures and deliverables
Ability and comfort working independently with Investment Teams and senior management
Extremely proactive and assumes ownership of tasks through completion
Demonstrated desire to better themselves and continually learn/develop
Excellent quantitative and communication skills as well as strong attention to detail
The individual must be an independent selfstarter a team player and able to work on multiple assignments and complete highquality work against strict and competing deadlines that are dictated by prospects consultants and clients
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 CFA CAIA or progress toward these qualifications is a plus
Not sure you meet 100 of our qualifications Thats ok. If you believe that you could excel in this role we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill workplace experiences and backgrounds.
As an equal opportunity employer Wellington Management ensures that all qualified applicants will receive equal 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 .
At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary variable compensation and benefits. The base salary range for this position is:
USDThis 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 salaryis only one component of Wellingtons total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives if eligible. In addition we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include 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 backup childcare tuition/CFA reimbursement and paid time off (leave of absencepaid holidays volunteer sick and vacation time)
Required Experience:
IC
Employment Type
Full-Time
