Relationship Analyst Relationship Analyst …

Wellington Management Company, LLP
in London, England, United Kingdom
Permanent, Full time
Last application, 07 Apr 20
Wellington Management Company, LLP
in London, England, United Kingdom
Permanent, Full time
Last application, 07 Apr 20
Relationship 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 50 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.

The Position and Expectations
We are currently seeking to recruit a Relationship Analyst to join our EMEA Consultant Relations team in London. This individual will work closely with the existing team of 3 people, working on a broad range of responsibilities that will provide support and structure to the wider efforts of the Consultant Relations team in EMEA. The successful candidate will also collaborate with the other team members within the Global Relationship Group (GRG) and members of the broader Global Consultant Relations team as needed.

The successful candidate, located in our London office, will provide support and project work for the Regional Consultant Relations team. 

The Global Consultant Relations team is charged with managing consultant relationships with a focus on cultivating new business and expanding existing relationships.  Consultant relationships are critical to our firm as a significant share of our advisory and fiduciary clients rely on the advice of these consultants for investment decisions.  As such, the consultants represent a significant source of leverage for business growth, client service, and retention.

Due to the broad range of responsibilities within the function, this role offers an excellent entry point into the business and will provide the successful candidate with a comprehensive understanding of Wellington's 'client first' mindset. You will work closely with Client Service colleagues who provide reporting and operational client support, as well as our investors and Investment Product and Strategy team (IPS).

Specific responsibilities will include:
  • Oversight for the preparation of presentation, briefing and reporting materials, including a liaison role with other internal functions such as Marketing, Client Reporting, and Client Services.
  • Support the Relationship Managers and Account Manager with follow up communications from client meetings.
  • Responding to RFI's regarding specific opportunities, as well as other adhoc queries/requests
  • Ownership of Salesforce and the integrity of data within Salesforce, as well as providing support for the creation of business plans.
  • Understand the client base of the team, including key stakeholders, needs and biases. The successful candidate should also be responsible for understanding the broader consultant market place both across EMEA and globally.  

The successful candidate is likely to possess the following skills or qualifications:

  • Able to demonstrate sound knowledge or interest of the financial markets, including the role of investment consultants.

  • Strong writing and English grammar skills

  • Confident with MS Office, in particular Excel

  • Well organized, ability to multi-task and detail oriented

  • You should be intellectually curious and be able to demonstrate self-awareness and humility.

Relationship Analyst

Relationship Management


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 .