Senior Product Reporting Analyst

Wellington Management

. Partner with Product Management and the Client Group to understand investment approaches, client reporting needs, and marketing and client reporting guidelines .

Posted 11/10/2026full-timeBoston • Massachusetts • United StatesSenior💰 $80,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment management and marketing communications, with a strong focus on client reporting and performance analysis. Proficient in producing high-quality deliverables while managing multiple assignments under tight deadlines.

Highest-signal resume keywords

Investment Management ExperienceClient Reporting ExpertiseFixed Income KnowledgeMicrosoft Word ProficiencyMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client ReportingPerformance Commentary WritingAttribution AnalysisData AnalysisPortfolio PositioningMarketing Presentation DevelopmentFact Sheet ProductionProduct Summary CreationPeer ReviewAd-Hoc Question Resolution

Soft Skills

Attention to DetailCommunication SkillsTeam CollaborationIndependenceProfessionalism

Tools & Technologies

Internal SystemsExternal Databases

Certifications & Qualifications

MBACFACMACAIA

Industry Keywords

Capital MarketsInvestment KnowledgeMarketing CommunicationsClient OperationsProduct Knowledge

About the role

Key responsibilities & impact

Partner with Product Management and the Client Group to understand investment approaches, client reporting needs, and marketing and client reporting guidelines
Develop expertise in an assigned suite of approaches and deliver product-level client reporting content
Write attribution and performance commentary
Tailor portfolio positioning and outlook text for different client guidelines
Understand product-specific data nuances
Answer ad-hoc product-related questions
Serve as an internal subject matter expert to Client Operations roles
Produce standard product materials and recurring deliverables, including marketing presentations, institutional fact sheets, and product summaries
Peer review client deliverables for accuracy and data reasonability
Lead production of customized client reporting

Requirements

What you’ll need

Strong academic credentials
3+ years of professional experience in investment management or marketing communications
High level of capital markets, investment, and product knowledge, particularly in Fixed Income
Excellent quantitative and communication skills
Strong attention to detail
Ability to work independently and as part of a team
Ability to manage multiple assignments and complete high-quality work against strict and competing deadlines
Extensive use of internal and external systems and databases
Proficiency with Microsoft Word and Excel
Positive, collegial attitude and high level of professionalism
MBA or CFA/CMA/CAIA, or progress toward these qualifications, is a plus

Benefits

Comp & perks

Discretionary Corporate Bonus and/or Incentives, if eligible
Comprehensive benefit package
Retirement plan
Health and wellbeing coverage
Dental coverage
Vision coverage
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off, including leave of absence, paid holidays, volunteer, sick and vacation time
Flexible work environment with remote work 1 day a week