Manager, Product Reporting

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.

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 maintain and produce standard product‑related marketing and client materials as well as customized client reporting.

The Product Reporting team is expected to develop expertise in the approaches they cover and understand the portfolio’s 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.

• 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 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 a 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 a long‑term strategy for the future of the reporting team.
• Collaborate with various subject‑matter experts on the development of new reporting in strategic growth areas of the firm.

• 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.

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 USD 120,000 – 225,000.

Base salary is only one component of Wellington’s 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…