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. ROLE The Greater China Client Team in Hong Kong has an opening for a Relationship Analyst ("RA"). The successful candidate will be an integral member of our Hong Kong & Taiwan institutional team and will be primarily responsible for supporting growth and strengthening relationships with our institutional clients. Commanding relevant industry experience, strong communications, coordination and problem-solving 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: Prospecting - supporting territory leaders with live opportunities, RFPs qualifying and coordinating, pitch material coordination, follow ups. Client/prospect meeting life cycle - coordination and preparation for meetings - materials, briefing notes, meeting notes, follow ups. Servicing - respond to client/prospects inquiries on a wide range of topics (product/strategy, portfolio, market/investment queries, servicing, etc.), often under significant time pressure. Work with relationship managers on complex client deliverables. Providing support in bespoke client requests and non-standard processes, particularly in insurance channel. Build their internal network relationships and manage internal stakeholders for effective collaboration. Incorporating product knowledge with firm awareness, the RA 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.

Requirements

• Candidates should possess a demonstrable track record of achievement, strong judgment and prioritization, strong work ethic, and the ability to leverage AI tools effectively. Strong presentation skills and client-facing experience are highly preferred.
• Other required qualifications include:
• 5+ years of relevant experience in analytical roles within the investment industry
• Direct buy-side experience supporting institutional client relationships in Greater China region preferred
• Candidates with insurance knowledge (ALM, asset allocation, risk-based capital analysis, etc.) will be viewed favorably.
• Strong academic credentials including a bachelor's degree with preference given to candidates who have undertaken postgraduate work or are progressing towards a CFA and/or CAIA
• Demonstrate interest in applying AI and digital tools to enhance productivity, efficiency, and overall client and firm outcomes
• Demonstrate excellent communication skills, both oral and written
• Ability to work under pressure in a fast-paced environment that requires exceptional teamwork.
• Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel
• Proficient in written and spoken English and Chinese (Mandarin and Cantonese); additional language skills would be a distinct advantage.

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