Relationship Analyst

5 months ago

Sydney, Australia Wellington Management Full time

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.

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.

About the Role

RESPONSIBILITIES

Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the RA will work closely with Relationship Managers in support of several assigned clients, responding to ad hoc inquiries, and preparing for client meetings.

Success in this role requires the RA to have the ability to be proactive in supporting our business development activities and our existing client relationships. This requires the RA to maintain and update client CRM data, and to oversee and coordinate the completion of information requests. The RA will work with internal stakeholders (including but not limited to Portfolio Services, Legal and Compliance, Portfolio Management, Product Management, Trading and other functions) to ensure we meet our clients’ expectations and to ensure deadlines are met.

This position will have frequent interaction with clients and will be expected to conduct independent analysis, assist with collating market research materials, and respond to inquiries on a wide range of topics typically on tight timelines.

Some travel may be required.

Principal responsibilities will include- Preparing standard and/or customized prospect presentation materials, briefing notes and collateral materials as well as meeting notes required for external meetings- Participating in in-house client and prospect meetings and conference calls as appropriate- Conducting analysis, initiating investigations, and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulation considerations and fees- Acting as a point of contact for various groups within client organizations- Coordinating key client communication- Supporting and partnering with the local Relationship Teams in the organization of PM/investor roadshows and client review meetings- Capturing and maintaining client data in relevant internal CRM systems, Salesforce, in particular- Qualifying and coordinating Requests for Information/Due Diligence Questionnaires (RFIs) and Requests for Proposals (RFPs), and working with internal teams to ensure that each one receives the proper response- Developing an understanding of the depth and breadth of Wellington Management’s investment approaches.- Maintaining an update to date working knowledge of clients and prospects’ activities and strategic initiatives- Assisting to coordinate internal presentation materials for Townhalls and board meetings, department wide training sessions and calendar for investor trips- Other ad hoc tasks and projects as assigned by the team

Desired Attributes- Team player who has strong analytical skills and can multitask and navigate different priorities- Self-motivated with a strong service orientation, reliable, consistent, and proactive- Commitment to quality and attention to detail ensuring that work is delivered completed, accurately, and on time- Effective communication skill is essential (written and verbal)- Actively listen and ask questions to determine and meet client needs,- Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate-
- Demonstrate a sense of personal accountability and urgency for achieving results

QUALIFICATIONS

This position will require the ability to work independently, in a fast-paced and team-oriented environment, where priorities change frequently, and deadlines often need to be met under significant time pressure. Finally, RAs should have a solid knowledge of investments, such that they are able to fully understand, and respond to, client enquiries and requests.

Other required qualifications include:
- 2 to 4 years of relevant experience in analytical roles within the investment industry which can include relationship management/business development/client service- Direct buy-side experience supporting institutional client relationships is preferred-
- Demonstrate excellent co

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