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 55 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. POSITION
The Global Relationship Group in Sydney has an opening for a Relationship Analyst ("RA"). The successful candidate will be an integral member of our Australia and New Zealand Team, and will be primarily responsible for supporting and strengthening our relationships with client/ prospect. Responsibilities
Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the RA will work closely with other members of the team on a portfolio of accounts and relationships and be responsible for supporting our relationship management efforts. The Analyst will work closely with Relationship Managers in support of a number of assigned clients, responding to ad hoc inquiries, undertaking market research, and preparing for client meetings.
This position has frequent interaction with clients and will be expected to conduct independent analysis, initiate original research and respond to inquiries on a wide range of topics, typically on tight timelines.
Incorporating product knowledge with firm awareness, the Analyst will be required to effectively communicate client expectations with a variety of internal constituents including: portfolio services, legal and compliance, portfolio management, product management, the client service group, trading and other functions. Some travel may be required. Qualifications
The successful candidate will have a passion for learning about the global capital markets. In-depth knowledge of equity, fixed income, and/or multi-asset investment products is strongly preferred. Interest in the business of investment management, a desire to work in a team-based and collaborative environment, and an analytical/problem-solving orientation are required.
Candidates should possess a demonstrable track record of achievement, capacity for differentiated thinking, strong work ethic, and the willingness to work with others. Strong presentation skills and client-facing experience are highly preferred.
Other required qualifications include:
- Min 5-6 years of relevant experience in analytical roles within the investment industry
- Direct buy-side experience supporting institutional and/or wholesale client relationships preferred
- Strong academic credentials including a Bachelor's degree with preference given to candidates who have undertaken post-graduate work or are progressing towards a CFA
- Demonstrate excellent communication skills, both oral and written
- Time management and ability to prioritize work will be important skills for the candidate
The successful candidate will be one who meets the above criteria, is committed to the success of the team, and takes a long-term view of their career. SKILLS JOB TITLE
Relationship Analyst LOCATION
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 GMCANINQ@wellington.com .