Relationship Analyst

Wellington Management•San Francisco, CA

4d•Hybrid

About The Position

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.
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; Salesforce experience preferred
Bachelor’s degree

Nice To Haves

Experience working with institutional clients and consultants is a plus
advanced degree or progress toward CAIA, CFA, or MBA preferred

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 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
Champion ing 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 and commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement an d paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)