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 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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

The Position & Expectations

As part of the continued growth of our business in continental Europe, we are currently recruiting for a Relationship Analyst to join our Business Development & Relationship Management Group (the Client Group). This individual will be an integral member of the Global Wealth Management team and will be based in Milan.

Relationship Analysts (RAs) support the Business Development and Relationship Management objectives in their teams working with our existing client relationships and prospects. The core role of the RA is to ensure that client needs are met in a timely and accurate manner and to support our business development efforts.

**Responsibilities**:
Commanding a thorough knowledge of our business, coupled with the interpersonal skills to deal effectively with Private Bank clients, the RA will work closely with members of the Global Wealth Management team, as well as many other functional areas of the firm, on a portfolio of assigned accounts. He/she will conduct analysis of client portfolios, initiate investigations, respond to inquiries on a wide variety of topics, and perform other tasks as appropriate. The RA will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests.

Principal responsibilities will include:
- Preparing standard and/or customised prospect presentation materials, briefing books and collateral materials as well as meeting notes required for external meetings;- Reviewing materials that have been translated from English to ensure the accuracy of the messaging remains intact and work closely with members of the Global Wealth Management, Marketing and reporting teams.- Participating in in-house client and prospect meetings and conference calls (as appropriate);- Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulation considerations and fees;- Acting as a point of contact for various groups within client organisations;- Coordinating key client communications;- Supporting the local GWM Business Development Manager in the organisation of client roadshows and meetings;- Capturing and maintaining client data in relevant internal systems;- Qualifying and coordinating Requests for Information/Due Diligence Questionnaires (RFIs) and Requests for Proposals (RFPs), and working with internal teams to ensure that each one receives the proper response;- Developing an understanding of the depth and breadth of Wellington Management’s investment approaches.

**Qualifications**:
- Demonstrate excellent verbal and written English language skills. Fluency in either Italian is a requirement. Other languages would be advantageous.- Have 3-5 years of relevant client service experience, preferably gained within the Investment Management industry. Experience of working with Private Banks and/or Asset Managers would be advantageous;- Demonstrate a solid understanding of capital markets and/or investment products;- Have a strong academic background. Ideally this will include progress towards a professional qualification (e.g CFA or equivalent);Be self-motivated, creative and enthusiastic;- Be a natural collaborator who can work well in a small team.- Please note that we are only able to respond to successful applicants.
- As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to _
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- ace, 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_
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