Relationship Analyst
Company: Wellington Management Company
Location: San Francisco
Posted on: April 26, 2024
Job Description:
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 The PositionThe Client
Group has an opening for a Relationship Analyst (Analyst) on the
Americas Institutional team out of our San Francisco office. The
Analyst will work closely with the team's Business Developers,
Relationship Managers and Consultant Relations Managers supporting
our sales initiatives across Wellington's investment platform.
Business Developers, Relationship Managers and Consultant Relations
Managers work closely with prospects, clients and consultants to
identify and implement investment solutions to meet their needs. A
great deal of preparation goes into every meeting, proposal and
product presentation, and Analysts are integral to the
process.Analysts have a broad range of responsibilities including
collecting and analyzing prospect, client, competitor, and industry
information, participating in client/prospect calls and meetings,
and creating comprehensive responses to and materials for
presentations, RFPs and other client requests. The Analyst also
collects information necessary to create and maintain a strong
pipeline of prospects, including understanding the latest industry
developments and uncovering potential business opportunities. The
role requires frequent communication and interaction with Business
Developers, Relationship Managers, Investment Product and Fund
Strategies, Legal and Enterprise Risk, Finance, Portfolio
Management, and Client Reporting. RESPONSIBILITIES The Analyst will
work closely with the team's Business Developers, Relationship
Managers and Consultant Relations Managers to accomplish the
following:
- Develop an understanding of the depth and breadth of Wellington
Management's product offerings
- Serve as a contact for prospects/clients/investment consultants
and for Wellington Management in the region
- Prepare briefing package and presentation materials for
prospect/client/consultant calls and meetings
- Respond to ad-hoc inquiries and follow-up questions from
meetings
- Schedule, coordinate and participate in external calls and
onsite visits
- Conduct deep analysis on potential client and prospect new
business opportunities
- Respond to Requests for Proposal by working with Investment
Product and Fund Strategies, and other subject matter experts to
ensure that each RFP is completed thoroughly
- Maintain an understanding of competitive peer groups and
conduct peer analysis, business management and strategy work
- Follow trends in the industry and report findings to the
team
- Serve as a member of the relationship team to support our
clients' inquiries, cash flow requests and reporting
requirements
- Navigate various internal data systems confidently, using
creativity to build reports, source data points, and independently
pull together responses to prospect due diligence requests
- Support marketing efforts including managing internal and
external materials, working with third party vendors on research
initiatives and requests and coordinating webinars, special events
and industry conferences. QUALIFICATIONS
- Must be able to work in a fast-paced environment requiring
focus, creativity, and problem-solving skills
- Strong analytical and communication skills, excellent judgment,
and the ability to learn quickly and manage simultaneous
projects
- The job entails extensive written and analytical work, thus
proficiency using both Microsoft Excel and Word are required and
experience with Salesforce is a plus
- A bachelor's degree with preference given to candidates with
progress toward the CAIA designation, CFA designation, MBA or other
graduate level degree.
- At least two years prior experience in the investment
industry
- A positive attitude, terrific work ethic, very strong attention
to detail, and sense of humor are absolutely required.
- Must be self-directed and requires an individual who can work
independently under tight time constraints and evolving
priorities.Not sure you meet 100% of our qualifications? - That's
ok. If you believe that you could excel in this role, we encourage
you to apply and welcome a chance to review your background. We are
dedicated to building and maintaining a diversified workforce and
considering a broad array of candidates with a variety of skill,
workplace experiences, and backgrounds.As an equal opportunity
employer, Wellington Management ensures that all qualified
applicants will receive equal consideration for employment without
regard to r ace, 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
GMWTalentOperations@wellington.com . At Wellington Management, our
approach to compensation is designed to help us attract, inspire
and retain the best talent in our industry.We strive to pay
employees fairly and competitively across all levels and roles. Our
approach to compensation considers all aspects of total
compensation; all employees are eligible to receive salary,
variable compensation, and benefits. The base salary range for this
position is: USD 65,000 - 150,000 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 The PositionThe Client Group has an opening for a
Relationship Analyst (Analyst) on the Americas Institutional team
out of our San Francisco office. The Analyst will work closely with
the team's Business Developers, Relationship Managers and
Consultant Relations Managers supporting our sales initiatives
across Wellington's investment platform. Business Developers,
Relationship Managers and Consultant Relations Managers work
closely with prospects, clients and consultants to identify and
implement investment solutions to meet their needs. A great deal of
preparation goes into every meeting, proposal and product
presentation, and Analysts are integral to the process.Analysts
have a broad range of responsibilities including collecting and
analyzing prospect, client, competitor, and industry information,
participating in client/prospect calls and meetings, and creating
comprehensive responses to and materials for presentations, RFPs
and other client requests. The Analyst also collects information
necessary to create and maintain a strong pipeline of prospects,
including understanding the latest industry developments and
uncovering potential business opportunities. The role requires
frequent communication and interaction with Business Developers,
Relationship Managers, Investment Product and Fund Strategies,
Legal and Enterprise Risk, Finance, Portfolio Management, and
Client Reporting. RESPONSIBILITIES The Analyst will work closely
with the team's Business Developers, Relationship Managers and
Consultant Relations Managers to accomplish the following:
- Develop an understanding of the depth and breadth of Wellington
Management's product offerings
- Serve as a contact for prospects/clients/investment consultants
and for Wellington Management in the region
- Prepare briefing package and presentation materials for
prospect/client/consultant calls and meetings
- Respond to ad-hoc inquiries and follow-up questions from
meetings
- Schedule, coordinate and participate in external calls and
onsite visits
- Conduct deep analysis on potential client and prospect new
business opportunities
- Respond to Requests for Proposal by working with Investment
Product and Fund Strategies, and other subject matter experts to
ensure that each RFP is completed thoroughly
- Maintain an understanding of competitive peer groups and
conduct peer analysis, business management and strategy work
- Follow trends in the industry and report findings to the
team
- Serve as a member of the relationship team to support our
clients' inquiries, cash flow requests and reporting
requirements
- Navigate various internal data systems confidently, using
creativity to build reports, source data points, and independently
pull together responses to prospect due diligence requests
- Support marketing efforts including managing internal and
external materials, working with third party vendors on research
initiatives and requests and coordinating webinars, special events
and industry conferences. QUALIFICATIONS
- Must be able to work in a fast-paced environment requiring
focus, creativity, and problem-solving skills
- Strong analytical and communication skills, excellent judgment,
and the ability to learn quickly and manage simultaneous
projects
- The job entails extensive written and analytical work, thus
proficiency using both Microsoft Excel and Word are required and
experience with Salesforce is a plus
- A bachelor's degree with preference given to candidates with
progress toward the CAIA designation, CFA designation, MBA or other
graduate level degree.
- At least two years prior experience in the investment
industry
- A positive attitude, terrific work ethic, very strong attention
to detail, and sense of humor are absolutely required.
- Must be self-directed and requires an individual who can work
independently under tight time constraints and evolving
priorities.Not sure you meet 100% of our qualifications? - That's
ok. If you believe that you could excel in this role, we encourage
you to apply and welcome a chance to review your background. We are
dedicated to building and maintaining a diversified workforce and
considering a broad array of candidates with a variety of skill,
workplace experiences, and backgrounds.As an equal opportunity
employer, Wellington Management ensures that all qualified
applicants will receive equal consideration for employment without
regard to r ace, 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
GMWTalentOperations@wellington.com . At Wellington Management, our
approach to compensation is designed to help us attract, inspire
and retain the best talent in our industry.We strive to pay
employees fairly and competitively across all levels and roles. Our
approach to compensation considers all aspects of total
compensation; all employees are eligible to receive salary,
variable compensation, and benefits. The base salary range for this
position is: USD 65,000 - 150,000 This range takes into account the
wide range of factors that are considered when making compensation
decisions, including but not limited to skill sets; role; skills
and experience; certifications; and education. This range is an
estimate, and further details on salary and total compensation
aspects will be shared with candidates during the recruitment
process. Base salary -is only one component of Wellington's total
compensation approach. Other rewards may include a discretionary
Corporate Bonus and/ or Incentives, if eligible . In addition, we
offer a comprehensive and high value benefit package to meet the
unique needs of our employees and their families, and we are
committed to fostering a flexible work environment that enables
employees to thrive personally and professionally. Examples of our
benefits include retirement plan, health and wellbeing, dental,
vision, and pharmacy coverage, health savings account, flexible
spending accounts and commuter program, employee assistance
program, life and disability insurance, adoption assistance,
back-up childcare, tuition/CFA reimbursement an d paid time off
(leave of absence, -paid holidays, volunteer, sick and vacation
time) About UsTracing our history to 1928, Wellington Management is
one of the world's largest independent investment management firms.
We serve as a trusted adviser to clients in over 60 countries,
visit our website to see our assets under management. Our
innovative investment solutions are built on the strength of
proprietary, independent research and span nearly all segments of
the global capital markets, including equity, fixed income,
multi-asset, and alternative strategies. As a private partnership
whose sole business is investment management, our long-term views
and interests are aligned with those of our clients. We are
committed to attracting a talented and diverse workforce, and to
fostering an open, collaborative culture of inclusivity because we
believe multiple perspectives lead to more informed investment and
business decisions. As an Equal Opportunity Employer, we welcome
people with diverse life experiences, fresh ideas, and specialized
subject-matter expertise.
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Keywords: Wellington Management Company, San Francisco , Relationship Analyst, Professions , San Francisco, California
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