Relationship Analyst

About UsWellington 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 RoleWe are seeking a dynamic Relationship Analyst (RA) to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Eastern US region. The Analyst, based in our Boston office, will work closely with Business Developers and Relationship Managers to support opportunities and relationships across institutional channels.RESPONSIBILITIESThe RA will work closely with members of the AIG-East team on a portfolio of assigned consultant and client accounts. Commanding a thorough knowledge of our business, and the interpersonal skills to deal effectively with institutional clients and consultants, they will conduct analysis on client accounts, initiate investigations, respond to inquiries on a variety of topics, and perform other tasks as appropriate. They will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests, collaborating closely with our Product Management, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting teams.Primary responsibilities will include:Driving the preparation of high impact presentations of standard and/or customized client and prospect presentation materials, briefings, collateral materials, meeting notes, and follow ups required for external meetingsParticipating in client, consultant and prospect meetings and conference calls as appropriateConducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulatory considerations, and feesActing as a point of contact for various groups within consultant and client organizationsCoordinating key client communications, acting as a trusted liaison between clients and internal teamsCapturing and maintaining client data in relevant internal systemsCollecting information to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunitiesQualifying and coordinating Requests for Information (RFI), Due Diligence Questionnaires (DDQ) and Requests for Proposals (RFP), working with internal teams to deliver comprehensive responsesDeveloping an understanding of the depth and breadth of Wellington Management’s investment approaches and those products most relevant to the institutional channelChampioning data accuracy and insight-driven reporting, leveraging the DMP (Delivery Management Platform) for client reporting, updating requirements on existing accounts and creating new templates during onboarding, working in close partnership with our Client Service Operations teamsQUALIFICATIONSA successful candidate is likely to have the following qualifications: 2-5 years of relevant client service experience, preferably within the Investment Management industry. Experience working with institutional or wealth clients is a plusDemonstrate a solid understanding of capital markets and/or investment products, coupled with intellectual curiositySelf-motivated and proactive, with the ability to manage multiple projects efficiently. Thrives in a fast-paced, collaborative environment as part of a global team, requiring focus, teamwork, and creativityStrong analytical skills, attention to detail, and organizationExcellent communication, problem-solving skills, and judgmentProfessional demeanor with maturity, presence, and a sense of humorA positive attitude and growth mindset, with flexibility and openness to learning and evolvingProficient in Microsoft Excel and Word; Salesforce experience preferredBachelor’s degree required; advanced degree or interest in/progress toward CAIA, CFA, or MBA is a pluscareer development/why wellingtonAt Wellington Management, you won’t just be starting a new job - you’ll be launching a career at one of the world’s largest and most respected active investment managers. With roots tracing back to 1928, we manage client solutions across equities, fixed income, hedge funds, and private markets. Our clients include some of the largest and most sophisticated institutional investors globally.As a Relationship Analyst, you’ll gain:Unparalleled exposure to global investment strategies and institutional client needsHands-on experience supporting business development and relationship management in one of the world’s most dynamic financial hubsMentorship and collaboration with seasoned professionals across investment, operations, and client service teamsA front-row seat to how investment decisions are communicated, structured, and supported for world-class clientsIf you’re driven, detail-oriented, and excited to grow in a fast-paced, global environment—we’d love to hear from you.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 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 View email address on click.appcast.io 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 90,000 - 180,000This 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.SummaryLocation: Boston, MA, United StatesType: Full time