Investment Reporting Analyst

Wellington Management Company, LLP
Singapore, Singapore
Jun 24, 2017
Jun 27, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.


Job Description

The Investment Reporting Analyst within Client Reporting Services (CRS) Asia ex Japan will be responsible for product reporting produced out of our Asia excluding Japan regional offices including Hong Kong and Singapore offices.  Specifically, the analyst will be responsible for maintaining and producing standard product-related marketing and client materials as well as customized client reporting for an assigned suite of products. The Investment Reporting Team will be expected to develop expertise in the approaches they cover and to understand the portfolio's outlook, process, positioning, strategy, and the current market environment. The team will be closely aligned with the regional Investment Products & Strategies and serve as internal subject matter experts to Client Service Management (CSM) and Global Relationship Group (GRG) broadly.  This role is based in Singapore.

  • Partner with Investment Products & Strategies and our Global Relationship Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting
  • Ownership of all standard materials for their assigned product suite
  • Pitch in as needed during peak periods
  • Serve as an internal subject matter expert to the other roles within CRS
  • Production of reoccurring materials including marketing generic presentations, institutional fact sheets, investment profiles, and product summaries
  • Lead the production of customized product presentations


The ideal candidate will possess the following qualifications:

  • Strong academic credentials and +2 years of professional experience in either investment management or marketing communications
  • Excellent quantitative and communication skills, as well as strong attention to detail
  • The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high quality 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 or CFA or progress toward these qualifications is a plus

Investment Reporting Analyst

Client Services


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 .

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