Product analyst
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. Responsibilities About the Role- 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; willingness to 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, product summaries, client letters, and customized client reporting
- Lead on production of customized product presentations
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