Relationship Analyst
Relationship Analyst
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Job Description
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
Role
The Client Group in Tokyo has an opening for a Relationship Analyst (RA). The successful candidate will be an integral member of our Tokyo team and will be primarily responsible for supporting and strengthening our relationships with institutional clients.
Commanding a thorough knowledge of our business coupled with strong interpersonal skills the RA will work closely with the business team on a portfolio of institutional relationships.
The RA will assist and partner in the core aspects of business development relationship management and client servicing including:
Client/prospect meeting life cycle coordination and preparation for meetings materials briefing notes meeting notes follow ups.
Respond to client/prospects inquiries on a wide range of topics (product portfolio market/investment content related servicing etc.) often under significant time pressure.
Build and maintain strong relationships with appropriate client/prospect contacts and participate in external meetings as appropriate.
Prospect support qualifying and coordinating aspects of the sales lifecycle including qualification of opportunities RFP coordination pitch material coordination follow ups.
Build their internal network relationships and manage internal stakeholders for effective collaboration.
Incorporate 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 investment operations trading and other functions.
Qualifications
The successful candidate will have a measure of experience in the asset management industry and knowledge of capital markets.
In-depth knowledge of equity fixed income and/or multi-asset investment products is strongly preferred.
Interest in the business of investment management a desire to work in a team-based and collaborative environment and an analytical/problem-solving orientation are required.
The successful candidate should be organized and have strong attention to details; strong multi-tasking and time management skills; able to deliver at a high capacity to improve productivity and efficiency; is a self-starter and able to work independently; mature and strong professionalism.
Candidates should possess a demonstrable track record of achievement capacity for differentiated thinking strong work ethic and the willingness to work with others. Strong presentation skills and client-facing experience are highly preferred.
Other required qualifications include:
3 years of relevant experience in client servicing roles within the investment industry
Direct buy-side experience supporting institutional client relationships in Japan preferred
Strong academic credentials including a bachelors degree with preference given to candidates who have undertaken post-graduate work or are progressing towards a CFA
Demonstrating excellent communication skills both oral and written in both Japanese and English
Proficiency in Bloomberg Salesforce and Microsoft Office specifically in Word PowerPoint and Excel
Sound business judgment strong communication skills and the ability to express oneself in both individual and group settings are a must. Likewise the ability to communicate in a creative manner is a required skill set.
The successful candidate will be one who meets the above criteria is committed to the success of the team and takes a long-term view of their career.
Not sure you meet 100% of our qualifications Thats 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 .
We believe that in person interactions inspire and energize our community and are essential to our 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.
Required Experience:
IC
Employment Type
Full-Time
