Relationship Analyst

About the role

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. The Position 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 client utilizing Private Placed Japanese ITM platform. 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.

Responsibilities

• The RA will assist and partner in the core aspects of business development, relationship management, and client servicing, including the following.
• Oversight of the day-to-day ITM fund from operational perspective (NAV calculation, subscription/redemption, etc.) with internal teams and external parties.
• Respond to client/prospects inquiries on a wide range of topics (product, portfolio, market/investment content related, fund launches and closures, 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.
• QUALIFICATION
• Strong interest in investment management, with an analytical and problem-solving mindset and the ability to independently identify, research, and resolve unfamiliar issues.
• Highly organized with strong attention to detail; able to manage multiple priorities effectively and deliver in a fast-paced, high-capacity environment.
• Demonstrated track record of achievement, strong work ethic, sound judgment, and a high level of professionalism.
• Collaborative team player with a proactive, self-starter mindset and the ability to work both independently and within a team-based environment.
• Strong verbal and written communication skills, with the ability to present and articulate ideas effectively in both client-facing and internal settings.
• Fluency in Japanese and English (both written and spoken) is essential.
• Strong academic credentials, including a bachelor's degree; postgraduate qualifications or progress toward a CFA designation is preferred.
• Proficiency in Bloomberg, Salesforce, and Microsoft Office (Word, PowerPoint, and Excel).
• Strong business judgment, with the ability to communicate clearly, confidently, and creatively in both individual and group settings.
• Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you t

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