Hybrid Relationship Analyst, Institutional Sales

Wellington Management; Boston (MA); Sur place; USD 90 000 - 180 000; Plein temps

Résumé du poste

Wellington Management in Boston is seeking a dynamic Relationship Analyst (RA) to join the Americas Institutional Group within the Client Platform Institutional Sales team, focusing on the Eastern US region. The Analyst, based in our Boston office, will work closely with Business Developers and Relationship Managers to support opportunities and relationships across institutional channels.

You will collaborate with internal teams to prepare client materials, conduct analyses, and coordinate

Qualifications

• Bachelor’s degree in a related field is required.
• Experience with institutional or wealth clients is a plus.
• Strong analytical and communication abilities.
• Proficiency with Excel and CRM tools like Salesforce.

Responsabilités

• Prepare high-impact client and prospect presentation materials.
• Participate in client, consultant and prospect meetings.
• Conduct analyses and respond to ad-hoc inquiries.
• Coordinate reporting and data in internal systems.
• Support RFI, DDQ, and RFP responses.
• Understand Wellington's investment approaches.

Connaissances

Client service

Analytical skills

Communication skills

Problem-solving

Team collaboration

Microsoft Excel

Salesforce experience

Organization

Professional demeanor

Growth mindset

Formation

Bachelor’s degree

CAIA/CFA/MBA progress

Outils

Microsoft Excel

Word

Salesforce

Description du poste

Wellington Management in Boston is seeking a dynamic Relationship Analyst (RA) to join the Americas Institutional Group within the Client Platform Institutional Sales team, focusing on the Eastern US region. The Analyst, based in our Boston office, will work closely with Business Developers and Relationship Managers to support opportunities and relationships across institutional channels.

You will collaborate with internal teams to prepare client materials, conduct analyses, and coordinate