Relationship Analyst

**WELLINGTON MANAGEMENT**

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 company**

**The position**

**Responsibilities**

Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the RA will work closely with Relationship Managers in support of a number of assigned clients, responding to ad hoc inquiries, undertaking market research, 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, looking to assess and support our prospect and cross sell opportunities. In addition, RAs also support our existing client relationships. This requires the RA to maintain and update client CRM data, analyse opportunities for our clients and prospective clients, and oversee and coordinate the completion of information requests. RAs will work with internal stakeholders (including: portfolio services, legal and compliance, portfolio management, product management, the client service group, trading and other functions) to ensure we meet our clients expectations and to ensure deadlines are met.

This position has frequent interaction with clients and will be expected to conduct independent analysis, initiate original research 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 customised prospect presentation materials, briefing books 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 organisations;
- Coordinating key client communications;
- Supporting the local Relationship Managers in the organisation of client roadshows and client review meetings;
- Capturing and maintaining client data in relevant internal systems;
- 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 your clients and prospects activities and strategic initiatives.

Desired Attributes
- Self-motivated with a strong service orientation, being reliable, consistent and proactive
- Commitment to quality and attention to detail; ensure that all work is delivered completed, accurately, and on time
- Effective communication skill is essential given the frequent level of client interaction
- 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 and/or wholesale client relationships preferred
- Demonstrate excellent communication skills, both oral and written
- Time management and ability to