Project Analyst

Wellington Management Company, LLP
Boston, USA
Jul 25, 2022
Aug 04, 2022
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 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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.
The Project Analyst role is an integral role in the Standard Client Reporting team. The team is responsible for managing the production of the standard client reports. Responsibility spans from initial establishment of report content to assigning reports and packages to client accounts and overseeing the monthly and quarterly production cycles. The role interacts heavily with Client and Product teams to facilitate all package requirements are configured after a client's inception. The Project Analyst role is also responsible to facilitate the production of all standard client reports including ensuring all reports are generated each reporting period. In addition, the role provides on-going support to internal groups responsible for the distribution of client materials and interacts heavily with IT and data teams to trouble shoot any issues identified during the reporting periods. When new standard client reports are needed, the role is responsible for working alongside Product Management to gather business requirements to ensure clients receive accurate reporting. Additional responsibilities include testing enhancements made to existing processes and ad-hoc analysis on reporting needs. Given the importance of the work the Standard Client Reporting team is focused on, additional projects and responsibilities will be added as required.

The Project Analyst will be responsible for, but not limited to:
  • Create and set up of new account reporting packages, including data reports and client letter configurations
  • Collaborate with IT to ensure all reporting requirements are configured in account packages; may include outreach requesting new reports not available within existing system
  • Create and submit list of all accounts requiring reporting on a monthly/quarterly cycle
  • Maintain and ensure full list of all letter reporting requirements are documented on an on-going basis
  • Provide on-going support to Client and Product Reporting Teams during monthly and quarterly reporting cycle.
  • Conduct analysis for issues identified during reporting cycle working alongside the data team and IT to trouble shoot and find solutions to meet client deadlines
  • Work with natural language generation vendor to adjust and edit automated commentary logic when needed
  • Provide oversight and training to India team colleagues on on-going basis. Will include review of tasks transitioned and ensure documentation is updated as team needs evolve and change.
  • Identify areas for process improvement as new technology is employed firm wide
  • Collaborate with Product Management to create and set up new approach letter templates
  • Document letter template requirements for IT to use for their build out of new approach set ups
  • Conduct testing and provide feedback prior to releasing new approach letter templates
  • Host Quarter End Meetings with Client and Product Teams including creating agenda items for discussion and distributing meeting notes.
  • Maintain and update procedures and documentation
The ideal candidate will possess the following qualifications:
  • Strong academic credentials with 1-3 years of professional experience in the financial services industry, client reporting experience preferred
  • Understanding of financial data and terms
  • Excellent attention to detail
  • Ability to work independently and on multiple assignments simultaneously
  • Possess a can-do/will-do attitude and desire to provide support in fast paced environment
  • Excellent interpersonal skills: ability to be a team player, a high level of professionalism and maturity, ability to cultivate relationships with internal departments
  • Ability to communicate effectively with internal stakeholders responsible for the creation and distribution of standard reports
  • Ability to identify opportunities for improvement, think creatively, promote solutions, and communicate risks in existing workflows
  • High level of organization needed
  • Project management experience not required but is a plus.
  • Knowledge of Microsoft applications, especially Excel, PowerPoint, Word and Outlook
Not sure you meet 100% of our qualifications? That's 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 .

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