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 long-term view that aligns our perspectives with those of our clients.

About the Role

The Client Reporting Services Group within Client Operations has an open position for a manager based out of the Boston office overseeing the Fixed Income Product Reporting Team. 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 Product Reporting team broadly is expected to develop expertise in the approaches they cover and are expected to understand the portfolios outlook process positioning strategy and the current market environment. The team will be closely aligned with Product Management and serve as internal subject matter experts to the Client Group and Global Operations broadly.

RESPONSIBILITIES

Responsibilities for this role include but are not limited to:

• Oversee a team of analysts seniors and leads within the Product Reporting function globally owning all facets of talent management for the team: recruiting goal setting career management promotions compensation performance reviews and hands-on mentoring.

• Partner with Product Management Client Group and various teams within Client Ops to ensure reporting requirements and practices are supported by the global workflow processes and technology

• Partner with global reporting managers to evaluate the reporting needs required resources and collaborate with the other CRS teams to optimally allocate work

• Provide oversight to ensure that best practices consistency and compliance with regulatory standards are implemented across client reporting materials

• Develop and oversee standard reports library and own governance around segmentation

• Provide oversight and ownership of Business Assessment Monitoring (BAM) process representing Client Reporting

• Identify and implement process improvements and automation opportunities to enhance reporting efficiency accuracy and scalability

• Provide ongoing oversight of GDP work and partner with Accenture managers on finding efficiencies and optimally allocating work between onshore and offshore team members

• Evaluate the existing team structure capacity and responsibilities and develop and long-term strategy for future of the reporting team

• Collaborate with various subject matter experts on the development of new reporting in strategic growth areas of the firm

QUALIFICATIONS

The ideal candidate will possess the following qualifications:

• Substantial (10 years) experience at an asset management firm with experience managing large teams

• Ability to quickly learn the reporting function and develop asset class and product knowledge

• Demonstrated track record of innovation change management creativity efficiency and problem solving

• Demonstrated ability to thrive in a changing and collaborative environment

• Positive and solutions-oriented mindset

• Attention to detail strong written and oral communication skills

• An MBA and/or CFA preferred

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 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: