Job Details

divh2Relationship Analyst/h2pWe are seeking a dynamic Relationship Analyst to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Western US region. The Analyst, based in our San Francisco office, will work closely with Consultant Relations Managers, Business Developers, and Relationship Managers to deliver exceptional client service and to drive business development with our clients and consultants./ppPrimary responsibilities will include:/pulliDriving the preparation of high impact presentations of standard and/or customized client and prospect presentation materials, briefings, collateral materials, meeting notes, and follow ups required for external meetings/liliParticipating in client, consultant and prospect meetings and conference calls as appropriate/liliConducting 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, regulatory considerations, and fees/liliActing as a point of contact for various groups within consultant and client organizations/liliCoordinating key client communications, acting as a trusted liaison between clients and internal teams/liliCapturing and maintaining client data in relevant internal systems/liliCollecting information to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities/liliQualifying and coordinating Requests for Information (RFI), Due Diligence Questionnaires (DDQ), and Requests for Proposals (RFP), working with internal teams to deliver comprehensive responses/liliDeveloping an understanding of the depth and breadth of Wellington Managements investment approaches and those products most relevant to the institutional channel/liliChampioning data accuracy and insight-driven reporting, leveraging the DMP (Delivery Management Platform) for client reporting, updating requirements on existing accounts and creating new templates during onboarding, working in close partnership with our Client Service Operations teams/li/ulpA successful candidate is likely to have the following qualifications:/pulli2-3 years of relevant client service experience, preferably within the Investment Management industry. Experience working with institutional clients and consultants is a plus/liliDemonstrate a solid understanding of capital markets and/or investment products, coupled with intellectual curiosity/liliSelf-motivated and proactive, with the ability to manage multiple projects efficiently. Thrives in a fast-paced, collaborative environment as part of a global team, requiring focus, teamwork, and creativity/liliStrong analytical skills, attention to detail, and organization/liliExcellent communication, problem-solving skills, and judgment/liliProfessional demeanor with maturity, presence, and a sense of humor/liliA positive attitude and growth mindset, with flexibility and openness to learning and evolving/liliProficient in Microsoft Excel and Word; Salesforce experience preferred/liliBachelors degree required; advanced degree or progress toward CAIA, CFA, or MBA preferred/li/ulpAt Wellington Management, you will be launching a career at one of the worlds largest and most respected active investment managers. With roots tracing back to 1928, we manage client solutions across equities, fixed income, hedge funds, and private markets. Our clients include some of the largest and most sophisticated institutional investors globally./ppAs a Relationship Analyst, youll gain:/pulliUnparalleled exposure to global investment strategies and institutional client needs/liliHands-on experience supporting business development and relationship management in one of the worlds most dynamic financial hubs/liliMentorship and collaboration with seasoned professionals across investment, operations, and client service teams/liliA front-row seat to how investment decisions are communicated, structured, and supported for world-class clients/li/ulpIf youre driven, detail-oriented, and excited to grow in a fast-paced, global environmentwed love to hear from you. Not sure you meet 100% of our qualifications? Thats 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./ppAs 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./p/div