Relationship Analyst

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

Job summary

A prestigious investment management company is seeking a Relationship Analyst to enhance client services within its Funds Group in London. The role involves managing client relationships and coordinating various client-related activities to ensure a seamless experience for investors in both hedge and private funds. The ideal candidate will bring at least 2 years of experience in client service, possess strong communication skills, and have a proactive approach to managing complex inquiries. The firm fosters an inclusive environment, supports career growth, and offers a hybrid work model.

Benefits

Flexible work schedule

Professional development opportunities

Qualifications

• Minimum 2 years of experience in client service or operations.
• Strong relationship building and collaboration skills.
• Ability to synthesize complex issues and balance competing objectives.

Responsibilities

• Act as a central point of contact for client account management.
• Coordinate onboarding and offboarding of fund investors.
• Support fund investor projects and ensure accuracy of client data.

Skills

Relationship building

Project management

Communication skills

Education

Bachelor's degree

Job description

time left to apply End Date: August 29, 2025 (30+ days left to apply)

job requisition id R92479

WELLINGTON MANAGEMENT

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 50 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.

Responsibilities

The Relationship team within the Funds Group contributes to Wellington Management’s mission by delivering first-class client service to clients who invest in Wellington’s sponsored funds. These clients represent both the institutional and wealth channels invested in commingled pools including Wellington Managed Funds – US, Wellington Management Funds - Global, and Wellington Alternative Investments. This role will focus on clients invested within Wellington Alternatives Investment Funds (Hedge and Privates) and the Wellington Management Funds - Global range.

The Fund Relationship Analyst will work as part of a team responsible for but not limited to: act as a central point of contact to facilitate & coordinate communication between the business team and the Funds Group, coordination of client account openings and closings, client reporting requirements with fund reporting team, responsible for protecting the validity and accuracy of client data, RFIs, cash flows, capital calls, distributions and other direct client interactions on servicing items. To accomplish these responsibilities, the Funds Relationship Analyst is expected to partner closely with other parts of the business to ensure the client’s requirements are met.

Specific responsibilities may include:

• Coordinate administrative aspects of onboarding/offboarding of fund investors
• Contribute to fund investor specific projects, including system enhancements and process improvements
• Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures
• Oversee coordination of complex fund-related queries (e.g., swing pricing, tax, reporting)
• Communicate fund-related information to investors
• Provide support to fund investors for client portal access, password resets etc.
• Complete recurring tasks such as operational due diligence questionnaires and requests for information
• Oversee recurring deliverables with regards to fund data management oversight
• Coordinate fund data requirements with platforms and distributors

Qualifications/Attributes

The ideal candidate for the role will have:

• Minimum 2 years of experience, ideally in the investment management industry, in areas of client service or operations
• Strong relationship building and collaboration skills and the curiosity to learn
• Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients
• Strong communication and presentation skills
• Project management skills, influencing, team-orientation, consensus building, and strong quantitative, written and verbal communication skills
• A degree is required, desire to progress towards CFA/CAIA
• Fluency in another European language

JOB TITLE

Relationship Analyst

WELLINGTON MANAGEMENT

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 50 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.

Responsibilities

The Relationship team within the Funds Group contributes to Wellington Management’s mission by delivering first-class client service to clients who invest in Wellington’s sponsored funds. These clients represent both the institutional and wealth channels invested in commingled pools including Wellington Managed Funds – US, Wellington Management Funds - Global, and Wellington Alternative Investments. This role will focus on clients invested within Wellington Alternatives Investment Funds (Hedge and Privates) and the Wellington Management Funds - Global range.

The Fund Relationship Analyst will work as part of a team responsible for but not limited to: act as a central point of contact to facilitate & coordinate communication between the business team and the Funds Group, coordination of client account openings and closings, client reporting requirements with fund reporting team, responsible for protecting the validity and accuracy of client data, RFIs, cash flows, capital calls, distributions and other direct client interactions on servicing items. To accomplish these responsibilities, the Funds Relationship Analyst is expected to partner closely with other parts of the business to ensure the client’s requirements are met.

Specific responsibilities may include:

• Coordinate administrative aspects of onboarding/offboarding of fund investors
• Contribute to fund investor specific projects, including system enhancements and process improvements
• Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures
• Oversee coordination of complex fund-related queries (e.g., swing pricing, tax, reporting)
• Communicate fund-related information to investors
• Provide support to fund investors for client portal access, password resets etc.
• Support fund documentation changes
• Complete recurring tasks such as operational due diligence questionnaires and requests for information
• Oversee recurring deliverables with regards to fund data management oversight
• Coordinate fund data requirements with platforms and distributors

Qualifications/Attributes

The ideal candidate for the role will have:

• Minimum 2 years of experience, ideally in the investment management industry, in areas of client service or operations
• Strong relationship building and collaboration skills and the curiosity to learn
• Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients
• Strong communication and presentation skills
• Project management skills, influencing, team-orientation, consensus building, and strong quantitative, written and verbal communication skills
• A degree is required, desire to progress towards CFA/CAIA
• Fluency in another European language

JOB TITLE

Relationship Analyst

JOB FAMILY

Relationship Management

LOCATION

London

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 considers all qualified applicants will receive 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] .

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.

About Us

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.