Relationship Analyst- Wealth
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. POSITION
The Client Group in Japan works directly with clients, consultants, and prospects in the Pensions, Financial Intermediaries (Wealth), and Financial Reserves markets to develop and advance the business strategy for each of the team's relationships. The Client Group's mission to meet and/or exceed the service expectations of our clients. Client Group members work cross functionally within Wellington Management to help deepen the relationships with clients, consultants, and prospects.
Relationship Analysts (RAs) work for one of our business channel and must be knowledgeable about the markets in which their clients operate. RAs collaborate with Business Developers, Relationship Managers, Account Managers, Business Manager and other Analysts as a team to interact frequently with clients: by phone, via written communication, and in-person.
The position open at this time will focus on managing and growing relationships within the Japan Wealth business channel. In time, the successful candidate may advance from Relationship Analyst to other client-facing roles, including Account Manager. Role and responsibilities
This position is responsible for supporting our relationship management efforts. Accordingly 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 analysis, initiate research, and respond to inquiries on a wide range of topics, often under significant time pressure.
Incorporating product knowledge with firm awareness, the Analyst will be required to effectively communicate client expectations with a variety of internal constituents including: investment administration, legal and compliance, portfolio management, product management, client administration, trading and other functions. Some travel may be required. Qualifications
The successful candidate will be passionate about both client service and investments, and be knowledgeable about the global capital markets or possess a strong interest in acquiring such knowledge. An interest in the business of investment management, a desire to work in a team-based and collaborative environment, and an analytical orientation are also required.
Additional qualifications for this role include:
- A minimum of 3 - 5 years of professional experience in asset management or similar, with good investment and capital market knowledge
- Previous, direct experience supporting client relationship will also be viewed positively
- Strong verbal and writing skill in English is required
- An MBAs or CFA (or progress towards either) would be viewed favorably
Sound business judgment, strong communication skills, and the ability to express oneself in both individual and group settings are a must. Likewise, the ability to communicate in a creative manner is a required skill set.
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- Wealth 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 .