Relationship Analyst

Wellington Management•Boston, MA

26d•Hybrid

About The Position

Wellington Management is seeking a Relationship Analyst to join its Americas Institutional Group (AIG) within the Client Platform Institutional Sales team, supporting the Eastern US region. Based in the Boston office, the analyst will work with Business Developers and Relationship Managers on institutional client and consultant accounts, supporting both business opportunities and ongoing relationships. The role involves analyzing client accounts, investigating and responding to inquiries, coordinating reporting and presentations, and collaborating with teams across the organization. The position also supports prospect development and institutional sales processes, including RFI, DDQ, and RFP responses. The analyst will develop knowledge of Wellington Management’s investment approaches and products relevant to institutional clients, while championing accurate client data and insight-driven reporting. Employees work from the office four days per week, with flexibility to work remotely one day per week.

Requirements

2–5 years of relevant client service experience.
Solid understanding of capital markets and/or investment products, with intellectual curiosity.
Self-motivated and proactive, with the ability to manage multiple projects efficiently.
Ability to thrive in a fast-paced, collaborative global team environment, with focus, teamwork, and creativity.
Strong analytical skills, attention to detail, and organization.
Excellent communication and problem-solving skills, and sound judgment.
Professional demeanor, maturity, presence, and a sense of humor.
Positive attitude and growth mindset, with flexibility and openness to learning and evolving.
Proficiency in Microsoft Excel and Word.
Bachelor’s degree required.

Nice To Haves

Experience in the investment management industry.
Experience working with institutional or wealth clients.
Salesforce experience.
Advanced degree or interest in, or progress toward, CAIA, CFA, or MBA.

Responsibilities

Prepare standard and customized client and prospect presentations, briefings, collateral, meeting notes, and follow-ups for external meetings.
Participate in client, consultant, and prospect meetings and conference calls as appropriate.
Conduct analysis, initiate investigations, and respond to internal and external inquiries about portfolios, products, investment guidelines, market trends, regulatory considerations, and fees.
Act as a point of contact for groups within consultant and client organizations.
Coordinate client communications and serve as a liaison between clients and internal teams.
Capture and maintain client data in relevant internal systems.
Collect information to develop and maintain a prospect pipeline, monitor industry developments, and identify potential business opportunities.
Qualify and coordinate RFI, DDQ, and RFP responses with internal teams.
Develop knowledge of Wellington Management’s investment approaches and products relevant to the institutional channel.
Promote data accuracy and insight-driven reporting using the DMP (Delivery Management Platform), update requirements on existing accounts, and create templates during onboarding in partnership with Client Service Operations.

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, including leave of absence, paid holidays, volunteer, sick, and vacation time.
Employees are eligible for salary, variable compensation, and benefits.
A discretionary Corporate Bonus and/or incentives may be available to eligible employees.
Flexible work arrangement: four days in the office and one day working remotely per week.