SI Reporting Analyst

Sustainable Investment Reporting Analyst

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, 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.

About the Role

A newly established Integrated SI Solutions team within our Client Reporting group is seeking a SI (Sustainable Investment) Reporting Analyst based out of the Boston office supporting our SI & ESG (Environmental, Social & Governance) Client Reporting, and Regulatory solutions initiatives. These reporting capabilities are critical to winning and retaining business with SI-sensitive clients and prospects globally. The team is responsible for the key aspects of providing superior service to our clients, prospects, and consultants : producing high-quality, accurate, and timely ESG / SI client reporting; defining business requirements and developing solutions to meet evolving global ESG / SI reporting and regulatory needs; collaborating with Investment Product Management and Client Group teams to assess market standards and tailor ESG / SI reporting to meet specific client expectations; and supporting the onboarding and reporting requirements of new strategies and managing content catalogue. The SI Reporting Analyst is expected to develop a deep understanding of the material SI reporting requirements as well develop expertise in E, S, & G reporting across all asset classes. The role will be closely aligned with Investment Products Management teams, supporting the SI goals of our Investment and Client Platforms and serve as internal subject matter expert to Global Operations broadly along with the full team.

Responsibilities

Maintaining and producing standard and bespoke product-related ESG reports including account and product level data. Responding to internal inquiries regarding data and regulatory solutions for our ESG capabilities. Partner with Products Management and Client Group teams to understand the fundamentals of our approaches and the ESG specific reporting needs of our clients invested in those approaches. Creating business requirements and solutions for new ESG reporting needs (globally). Project manage design and delivery of new SI reg reporting requirements & produce recurring deliverables. Work cross-functionally with Global Operations stakeholders to evaluate and prioritize new global SI regulatory initiatives. Partner with ESG-focused teams and IT across the investment platform to ensure alignment and integration. Coordinate with the Questionnaires team to accurately reflect reporting capabilities in new business proposals and ongoing client / due diligence questionnaires. Work with the Competitive Intelligence team to assess and benchmark our ESG reporting capabilities. Provide additional tactical support for Sustainable Investment initiatives as needed.

Qualifications

Strong academic background and / or relevant professional experience in investment management or client reporting. Minimum of 2 years' experience in the financial services industry, ideally in an ESG / SI-focused role, or with significant exposure to ESG / SI client reporting and regulatory requirements. Demonstrated intellectual curiosity about financial markets and Sustainable Investing. Growth mindset with a willingness to continuously learn, adapt, and develop as an analyst. Global perspective and a creative approach to efficiency and scalability advancing ESG reporting capabilities. Excellent quantitative and communication skills, with meticulous attention to detail. Proven ability to work independently and collaboratively, managing multiple priorities and delivering high-quality work under tight and competing deadlines driven by client, consultant, and prospect needs. Professional demeanor with a positive, team-oriented attitude.