Relationship Analyst

Wellington Management•Boston, MA

27d•$90,000 - $180,000•Hybrid

About The Position

We are seeking a dynamic Relationship Analyst (RA) to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Eastern US region. The Analyst, based in our Boston office, will work closely with Business Developers and Relationship Managers to support opportunities and relationships across institutional channels. The RA will work closely with members of the AIG-East team on a portfolio of assigned consultant and client accounts. Commanding a thorough knowledge of our business, and the interpersonal skills to deal effectively with institutional clients and consultants, they will conduct analysis on client accounts, initiate investigations, respond to inquiries on a variety of topics, and perform other tasks as appropriate. They will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests, collaborating closely with our Product Management, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting teams.

Requirements

2-5 years of relevant client service experience, preferably within the Investment Management industry.
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. Thrives in a fast-paced, collaborative environment as part of a global team, requiring focus, teamwork, and creativity
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
Bachelor’s degree required

Nice To Haves

Experience working with institutional or wealth clients is a plus
Salesforce experience preferred
advanced degree or interest in/progress toward CAIA, CFA, or MBA is a plus

Responsibilities

Driving 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
Participating in client, consultant 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, regulatory considerations, and fees
Acting as a point of contact for various groups within consultant and client organizations
Coordinating key client communications, acting as a trusted liaison between clients and internal teams
Capturing and maintaining client data in relevant internal systems
Collecting information to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities
Qualifying and coordinating Requests for Information (RFI), Due Diligence Questionnaires (DDQ) and Requests for Proposals (RFP), working with internal teams to deliver comprehensive responses
Developing an understanding of the depth and breadth of Wellington Management’s investment approaches and those products most relevant to the institutional channel
Championing 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

Benefits

retirement plan
health and wellbeing
dental
vision
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)