Relationship Analyst
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Job Location:
Monthly Salary:
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
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 Singapore has an opening for a Relationship Analyst (RA). The successful candidate will be an integral member of our Singapore and South East Asia and will be primarily responsible for supporting and strengthening our relationships with intermediary clients.
Commanding a thorough knowledge of our business coupled with strong interpersonal skills the RA will work closely with other members of the team on a portfolio of wealth and intermediary accounts and relationships and be responsible for supporting our relationship management efforts. The Analyst will work closely with Business Development Managers Portfolio Advisors and Associate Business Development Managers in support of a number of assigned clients responding to ad hoc inquiries undertaking market research and preparing for client meetings.
This position has frequent interaction with clients and will be expected to conduct independent analysis initiate original research and respond to inquiries on a wide range of 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 the client service group trading and other functions. Some travel may be required.
Qualifications
The successful candidate will have a passion for learning about the global capital -depth knowledge of equity fixed income alternatives 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.
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:
1-3 years of relevant experience in analytical roles within the investment industry
Direct buy-side experience supporting intermediary/distribution client relationships 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 CAIA or an equivalent qualification.
Demonstrate excellent communication skills both oral and written
Fluency in English required. Chinese (Mandarin) would be an additive language skill to have.
Proficiency in Bloomberg and Microsoft Office specifically in Word PowerPoint and Excel
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
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
If Napoleon had met this Wellington, Waterloo would have taken on a whole new meaning: sound asset management. Wellington Management oversees investments for more than 2,000 institutional clients in some 50 countries. It has approximately $620 billion of assets under management. Clien ... View more
