Relationship Analyst

Wellington Management Co; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Wellington Management Co seeks a Relationship Analyst in London to join the Global Wealth Management team. You will coordinate client and prospect materials, support business development, and maintain client data across CRM systems.

You will interact with internal stakeholders to respond to RFIs/RFPs and assist with client reviews and roadshows, in a fast-paced, team-oriented environment. The role requires 3+ years in client service or sales support in investment management, strong Office

Qualifications

• 3+ years of relevant client service or sales support experience in the Investment Management industry.
• Experience with wholesale clients would be highly advantageous.
• Proficiency in Microsoft Office, specifically Word, PowerPoint and Excel.
• Excellent verbal and written English language skills; other languages advantageous.

Responsibilities

• Coordination/Preparation of standard and/or customized client and prospect presentation materials, briefing books and collateral materials as well as meeting notes for external meetings.
• Participating in in-house client, consultant and prospect meetings and conference calls.
• Conducting analysis, initiating investigations and responding to ad-hoc inquiries on topics including investment guidelines, market trends and fees.
• Acting as a point of contact for groups within client organisations.
• Coordinating client communications and supporting client roadshows and review meetings.
• Capturing and maintaining client data in internal systems.
• Qualifying RFIs and RFPs and coordinating responses with internal teams.

Skills

Client service experience

Sales support experience

English language skills

Tools

Microsoft Office

Word

PowerPoint

Excel

Job description

About UsWellington 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 RoleAs 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 thoroughRole 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 meetingsParticipating in in-house client, consultant and prospect meetings and conference calls as appropriateConducting 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 feesActing as a point of contact for various groups within client organisationsCoordinating key client communicationsSupporting the local Relationship and Business Development Managers in the organisation of client roadshows and client review meetingsCapturing and maintaining client data in relevant internal systemsQualifying 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 responseDeveloping an understanding of the depth and breadth of Wellington Management’s investment approachesThe 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 ExcelDemonstrate skills or experiences which demonstrate an interest in a career within investment managementHave 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 productsHighly motivated self-starter with a high intellectual curiosityDemonstrate excellent verbal and written English language skills. Other languages would be advantageousBe self-motivated, creative and enthusiasticBe a natural collaborator who can work well in a small teamPlease note that this is an SMCR certified persons role (UK only).Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail] 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.