Relationship Analyst

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

Avantages offerts par ce poste

retirement plan

health and wellbeing

dental

vision

pharmacy coverage

health savings account

flexible spending accounts

commuter program

employee assistance program

life and disability insurance

adoption assistance

back-up childcare

tuition/CFA reimbursement

paid time off

Résumé du poste

Wellington Management is seeking a Relationship Analyst in Boston to support the Americas Institutional Group within Client Platform Institutional Sales. The role collaborates with Business Developers and Relationship Managers to service institutional clients and consultants across the Eastern US.

You will analyze accounts, coordinate reporting, and help prepare client materials while maintaining data integrity and supporting RFI/DDQ/RFP responses.

Qualifications

• 2–5 years of relevant client service experience in investment management or institutional/wealth contexts.
• Experience working with institutional or wealth clients is a plus.
• Solid understanding of capital markets and investment products, with intellectual curiosity.
• Self-motivated, proactive, and able to manage multiple projects in a fast-paced, global team.

Responsabilités

• Prepare high-impact client and prospect presentation materials, briefings, collateral, meeting notes, and follow-ups.
• Participate in client, consultant, and prospect meetings and calls as appropriate.
• Analyze client accounts, conduct investigations, respond to inquiries, and support information requests.
• Coordinate prospect reporting, onboarding data, and ad hoc requests with Product Management, Legal, Finance, and other teams.
• Maintain client data in internal systems and support pipeline development.

Connaissances

Relationship management

Client service experience

Analytical skills

Communication skills

Team collaboration

Formation

Bachelor’s degree

Outils

Salesforce

Microsoft Excel

Description du poste

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

We are seeking a dynamic Relationship Analyst (RA) to join our Americas Institutional Group (AIG) team 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.

RESPONSIBILITIES

The RA will work closely with members of the AIG-East team on a portfolio of assigned consultant and client accounts. Commanding a thorough knowledge of our business, and the interpersonal skills to deal effectively with institutional clients and consultants, they will conduct analysis on client accounts, initiate investigations, respond to inquiries on a variety of topics, and perform other tasks as appropriate. They will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests, collaborating closely with our Product Management, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting teams. Primary responsibilities will include:

• 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 required 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
• Championing 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

QUALIFICATIONS

A successful candidate is likely to have the following qualifications:

• 2-5 years of relevant client service experience, preferably within the Investment Management industry.
• Experience working with institutional or wealth clients is a plus.
• 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 required; advanced degree or interest in/progress toward CAIA, CFA, or MBA is a plus career development/why wellington.

Career Development / Why Wellington

At Wellington Management, you won’t just be starting a new job - you’ll be launching a career at one of the world’s largest and most respected active investment managers. With roots tracing back to 1928, we manage client solutions across equities, fixed income, hedge funds, and private markets. Our clients include some of the largest and most sophisticated institutional investors globally. As a Relationship Analyst, you’ll gain:

• Unparalleled exposure to global investment strategies and institutional client needs
• Hands‑on experience supporting business development and relationship management in one of the world’s most dynamic financial hubs
• Mentorship and collaboration with seasoned professionals across investment, operations, and client service teams
• A front‑row seat to how investment decisions are communicated, structured, and supported for world‑class clients

JOB TITLE

Relationship Analyst

JOB FAMILY

Relationship Management

LOCATION

280 Congress

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].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 90,000 - 180,000. This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back‑up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

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 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/