Relationship Analyst

15501 WMIL Wellington Management International Ltd; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid work model

Remote work 1 day per week

Job summary

Wellington Management is recruiting a Relationship Analyst to join our London-based Client Platform within Global Wealth Management. You will support business development and relationship management across UK & European sub-advisory markets, coordinating information requests and client communications with a proactive, data-driven approach.

You'll maintain client data in CRM systems, assist with RFIs/RFPs, and prepare materials for meetings.

Qualifications

• 3+ years of client service or sales-support experience in investment management.
• Experience with wholesale clients is a plus.
• Proficient in MS Office and CRM systems.
• Strong English written and verbal communication.
• Understanding capital markets and investment products.

Responsibilities

• Coordinate standard and tailored client/prospect materials and meeting notes.
• Attend client/consultant/prospect meetings and conference calls.
• Analyse inquiries on portfolio, fees, market trends and regulations.
• Maintain client data in internal systems and respond to RFIs/RFPs.
• Support Relationship and Business Development Managers in client roadshows and reviews.
• Develop understanding of Wellington Management’s investment approaches.

Skills

MS Office proficiency

Client service experience

English communication

Collaboration

Investment knowledge

Tools

CRM systems

MS Office (Word, PowerPoint, Excel)

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

As part of the continued growth of our London office, we are currently recruiting an Relationship Analyst (RA) to join our Client Platform. This individual will be an integral member of the Global Wealth Management team supporting the business activities with a broad range of prospects and clients across the UK & European sub-advisory markets. The RA will provide centralised coordination of various functions to service clients across various entity types. They support the Business Development and Relationship Management objectives in their teams working with our existing client and/or consultant relationships and prospects. The core role of the RA is to ensure that client and/or consultant needs are met in a timely and accurate manner and to support our business development efforts. Success in this role requires the RA to have the ability to be proactive in supporting our business development activities, looking to assess and support our prospect and cross-selling opportunities. In addition, RAs also support our existing client relationships. This requires the RA to maintain and update client CRM data, analyse opportunities for our clients and prospective clients, and oversee and coordinate the completion of information requests. RAs will work with internal stakeholders to ensure we meet our clients’ expectations and to ensure deadlines are met. Attention to detail is critical – the ability not only to pull data from the various applications available, but also to analyse the data and understand whether that data makes sense. RAs need to have the ability to work independently, in a fast-paced and team-oriented environment, where priorities change frequently and deadlines often need to be met under demanding pressures. Finally, RAs should have a solid knowledge of investments, such that they are able to fully understand, and respond to, client enquiries and requests.

The Client Platform is responsible for strengthening and growing our prospect, client, and consultant relationships around the world. Wellington Management serves an extremely diverse mix of institutional investors located in over 50 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors — both defined benefit and defined contribution — and many other types of institutions. We view business development and relationship management as a point of differentiation among our peers. Our experienced professionals are typically specialized by client type and geography. In carrying out their respective functions, they will take into consideration local nuances and channel differences to ensure a thorough

Role Responsibilities

• Coordination/Preparation of standard and/or customized client and prospect presentation materials, briefing books and collateral materials as well as meeting notes required for external meetings
• Participating in in-house 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, regulation considerations and fees
• Acting as a point of contact for various groups within client organisations
• Coordinating key client communications
• Supporting the local Relationship and Business Development Managers in the organisation of client roadshows and client review meetings
• Capturing and maintaining client data in relevant internal systems
• Qualifying and coordinating Requests for Information/Due Diligence Questionnaires (RFIs) and Requests for Proposals (RFPs), and working with internal teams to ensure that each one receives the proper response
• Developing an understanding of the depth and breadth of Wellington Management’s investment approaches

The successful candidate is likely to have

• 3+ years of relevant client service or sales support experience, gained within the Investment Management industry.
• Experience of working with wholesale clients would be highly advantageous.
• Proficiency in Microsoft Office, specifically in Word, PowerPoint and Excel
• Demonstrate skills or experiences which demonstrate an interest in a career within investment management
• Have relevant client service experience, preferably gained within the Investment Management industry (e.g. through an internship)
• Have a good understanding of capital markets and/or investment products
• Highly motivated self-starter with a high intellectual curiosity
• Demonstrate excellent verbal and written English language skills. Other languages would be advantageous
• Be self-motivated, creative and enthusiastic
• Be a natural collaborator who can work well in a small team

Please note that this is an SMCR certified persons role (UK only).

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. As 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. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. For more information, please visit https://www.wellington.com/en/.