Corporate Access Analyst Corporate Access Analyst …

Wellington Management Company, LLP
in Hong Kong
Permanent, Full time
Last application, 15 Oct 21
Wellington Management Company, LLP
in Hong Kong
Permanent, Full time
Last application, 15 Oct 21
Corporate Access Analyst

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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.


The Corporate Access Analyst, based in Hong Kong or Shanghai, will be part of a team responsible for developing and executing corporate access events across APAC i.e. coordination and management of access to corporates, experts and government entities. This will include on and off-site meetings, site visits, conference calls, roadshows, investment conferences and bespoke field trips. This is a hands-on role which requires ownership of day-to-day coordination between our investment professionals and the corporates. You will engage with investors, proactively suggest agendas, itineraries and respond to company queries and questions where applicable.

  • Develop internal relationships with investors to understand their investment philosophy and process in order to originate events
  • Engage with the Investor Relations community in partnership with corporate access team to strengthen Wellington's corporate partnerships and brand
  • Assist to centralize and coordinate all corporate access activity across APAC
  • Engage with all investment professionals globally to gain understanding of their requirements in APAC
  • Work closely with global counterparts in other geographical locations to provide corporate access updates and opportunities
  • Work closely with sell-side counterparts, brokers and third party vendors to manage corporate access activity
  • Problem solve and liaise with our research providers to create the best possible conference schedules for our investment professionals
  • Help develop and utilize technology to enhance management of the corporate access process
  • Update and analyze current processes and procedures and actively suggest improvements and assist with training
  • 6+ years of relevant experience within financial services in particular corporate access and investor relations
  • A strong team player with excellent collaboration and interpersonal skills
  • A passion for corporate access and it's importance in the investment process
  • Ability to build and maintain strong relationship with companies and capable of initiating and delivering events base on market trend and knowledge
  • A service attitude and mindset
  • A self-starter who can think strategically and has a desire to learn
  • Ability to develop relationships with investment professionals to gain an understanding and empathy with their needs as an investor
  • Exceptional written and verbal communication
  • Highly motivated and proactive individual who is capable of working on their own initiative
  • High attention to detail and consistent follow through; accuracy with all work is essential
  • Ability to priorities and multi-task as needed
  • Diplomacy, yet strength to defend the right decision in a very visible situation and the ability to cope in a very fast-paced, pressurized environment
  • Fluent English and Chinese (Spoken and written)
  • Strong Excel and database skills are an advantage

Corporate Access Analyst

Hong Kong

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 .
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