Relationship Analyst

Position Description:

Overview

Wellington Management is one of the world's premier investment management organizations. We are a global, privately owned firm that is 100% focused on managing money for institutional investors and mutual fund sponsors. We are headquartered in Boston with ten affiliate offices in the United States and around the world.

We have a diversified, balanced, and growing business. Our clients are based in over 40 countries - more than one third of them are domiciled outside the US - and in total they have entrusted us to manage over US$650 billion of their assets. On their behalf we manage portfolios focusing on equity, fixed income, currencies, commodities, real assets, and active asset allocation, including hedge fund portfolios.

The Role

We need to hire a Relationship Analyst to join our Global Relationship Group (GRG) in Sydney. The successful candidate will be an integral member of our Australian and New Zealand Team, and will be primarily responsible for supporting and strengthening our relationships with prospects and clients.

Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the successful candidate will work closely with other members of the team on a portfolio of assigned accounts and relationships. He/she will conduct analysis of client portfolios, initiate investigations, respond to inquiries on a wide variety of topics, and as opportunity arises participate in client and prospect meetings.

Responsibilities

• Incorporate product knowledge, cultural awareness and business judgment to ensure prospects and clients are provided with the optimal mix of the firm's resources
• Coordinate new account set-ups/transitions
• Analyze performance data, investment characteristics and risk profiles of client portfolios
• Ensure compliance with client guidelines and applicable regulations, in liaison with Legal and Compliance colleagues
• Prepare standard and customized client reports, including monthly and quarterly portfolio summaries and performance attribution analyses
• Understand each client's long-term investment strategy and policy issues
• Work on assigned business development and client projects

Qualifications

The successful candidate is likely to possess the following:

• 5+ years of relevant experience, including direct Buy side experience of supporting institutional and/or wholesale client relationships
• Ability to demonstrate an in depth knowledge of capital markets and/or investment products, with a strong equity and fixed income orientation
• Strong academic credentials, a Bachelor's degree with preference given to candidates progressing towards a CFA
• Excellent communication skills, both oral and written