The Position
The Client Group has an opening for a Relationship Analyst on the Americas Institutional team out of our Chicago 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.
