Relationship Analyst

  • Competitive
  • Singapore
  • Permanent, Full time
  • Wellington Management Company, LLP
  • 14 Dec 17 2017-12-14

Relationship Analyst

WELLINGTON MANAGEMENT

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.

POSITION
THE COMPANY
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management as of 30 June 2017, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span 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 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.

THE POSITION
The Relationship Analyst (RA) will work closely with and support members of the Global Relationship Group (GRG) team across Southeast Asia. The successful RA will understand each client's long term investment objectives and policy issues and bring the resources of the organization to bear on behalf of the client, with the goal of delivering a level of service that will exceed the client's expectations and position Wellington Management as the partner of choice.

Through their work with a variety of clients in Southeast Asia, Relationship Analysts develop a deep understanding of Wellington Management's investment approaches and how clients incorporate and evaluate a wide variety of our investment products over time.  Relationship Analysts develop consultative and relationship skills, understand Wellington Management systems, and serve as a central resource interacting with almost every area of the firm to meet the needs of clients. 

Relationship Analysts (RAs) must be knowledgeable about the markets in which their clients operate. RAs collaborate with Business Developers, Relationship Managers, Account Managers and other Analysts as a team to interact frequently with clients:  by phone, via written communication, and in-person. 

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 will also work closely with Business Development Managers in support of new business development.

This position has frequent interaction with clients and will be expected to conduct analysis, initiate client-query associated research, and respond to inquiries on a wide variety of portfolio related and investment 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:  portfolio services, legal and compliance, portfolio management, product management, client transaction, trading and other functions.   Some travel may be required.

               

Specific responsibilities include the following:

  • Preparing presentation materials/marketing information for client/prospect meetings and attending these meetings where necessary
  • Preparing responses to due diligence questionnaires
  • Handling adhoc queries from clients/prospects
  • Participating in various projects including the testing of new applications, processes and initiatives
  • Supporting the team  in client servicing, development and cross-selling activity
  • Assisting with new account set-ups/transitions, including being involved in negotiations on guidelines, customization needs and other legal agreements
  • Analyzing performance data, investment characteristics, and risk profiles of client portfolios
  • Ensuring compliance with client guidelines and applicable regulations
  • Coordinating key client communications
  • Assist  with ad-hoc projects


QUALIFICATIONS
The successful candidate should possess in-depth knowledge of both global capital markets and the local market base or demonstrate the ability to acquire such knowledge. Interest in the business of investment management, desire to work in a team-based and collaborative environment, and an analytical/problem-solving orientation are required.  Sound business judgment and strong written and oral communication skills are also a must.

               

Candidates should possess a demonstrated record of achievement, capacity for differentiated thinking, strong work ethic, teamwork, and the willingness to work with others.

                                              

Key qualifications for this role include:
  • A minimum of three to five years of relevant experience within the financial services sector
  • Direct buy-side experience  supporting institutional and/or wholesale client relationships preferred
  • Degree qualified with a strong academic background
  • Focus on details and strong analytical skillsets
  • Ability to work under pressure in a fast paced environment
  • Good interpersonal skills and team player
  • CFA charter or progress towards a CFA would be optional and considered a plus


JOB TITLE
Relationship Analyst

JOB FAMILY
Relationship Management

LOCATION
Singapore

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 Wellington@icareerhelp.com .