Relationship Analyst

Wellington Management • San Francisco, CA

83d • $65,000 - $150,000

About The Position

We 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.

Requirements

• 2-3 years of relevant client service experience, preferably within the Investment Management industry.
• Experience working with institutional clients and consultants is a plus.
• Demonstrate a solid understanding of capital markets and/or investment products, coupled with intellectual curiosity.
• Self-motivated and proactive, with the ability to manage multiple projects efficiently.
• Strong analytical skills, attention to detail, and organization.
• Excellent communication, problem-solving skills, and judgment.
• Professional demeanor with maturity, presence, and a sense of humor.
• A positive attitude and growth mindset, with flexibility and openness to learning and evolving.
• Proficient in Microsoft Excel and Word; Salesforce experience preferred.
• Bachelor’s degree required; advanced degree or progress toward CAIA, CFA, or MBA preferred.

Responsibilities

• Work closely with members of the AIG-West team on a portfolio of assigned consultant and client accounts.
• Conduct analysis on client accounts, initiate investigations, respond to inquiries on a variety of topics, and perform other tasks as appropriate.
• Drive 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.
• Participate in client, consultant and prospect meetings and conference calls as appropriate.
• Act as a point of contact for various groups within consultant and client organizations.
• Coordinate key client communications, acting as a trusted liaison between clients and internal teams.
• Capture and maintain client data in relevant internal systems.
• Collect information to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities.
• Qualify and coordinate Requests for Information (RFI), Due Diligence Questionnaires (DDQ) and Requests for Proposals (RFP), working with internal teams to deliver comprehensive responses.
• Develop an understanding of the depth and breadth of Wellington Management’s investment approaches and those products most relevant to the institutional channel.
• Champion data accuracy and insight-driven reporting, leveraging the DMP (Delivery Management Platform) for client reporting.

Benefits

• Retirement plan
• Health and wellbeing coverage
• Dental, vision, and pharmacy coverage
• Health savings account
• Flexible spending accounts
• Commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back-up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree