Relationship Analyst

wellington; Boston (MA); On-site; USD 75,000 - 105,000; Full time

Job summary

Wellington Management is seeking a dynamic Relationship Analyst to join the Americas Institutional Group in the Boston office, supporting the Eastern US region. You will work with Business Developers and Relationship Managers to sustain opportunities across institutional channels.

Responsibilities include preparing presentations, coordinating client communications, and maintaining data in internal systems, while engaging with product, legal, risk, and portfolio teams to deliver timely responses

Qualifications

• Bachelor's degree required; advanced degree or progress toward CAIA/CFA/MBA is a plus
• 2-5 years of relevant client service experience, preferably with institutional or wealth clients
• Solid understanding of capital markets and/or investment products
• Excellent communication, problem-solving, and judgment; professional demeanor and teamwork

Responsibilities

• Prepare high-impact client/prospect presentations and materials
• Participate in client, consultant, and prospect meetings and conference calls
• Conduct analysis and respond to internal/external inquiries on topics including fees, markets and investments
• Coordinate client communications and reporting with internal teams
• Maintain client data in internal systems and support pipeline development
• Qualify and coordinate RFIs, DDQs and RFPs with cross-functional teams
• Develop understanding of Wellington Management's investment approaches for institutional clients

Skills

Client service

Analytical skills

Communication

Teamwork

Multitasking

Education

Bachelor's degree

CAIA/CFA/MBA progress

Tools

Microsoft Excel

Microsoft Word

Salesforce

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

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

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