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 Global Wealth team in Australia has an opening for a Relationship Analyst (“RA”). The successful candidate will be an integral member of our ANZ team and will be primarily responsible for supporting and strengthening our relationships with Wealth clients.
Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the RA will work closely with the ANZ wealth team on a portfolio of private wealth and sub-advisory accounts and relationships, and be responsible for supporting our relationship management efforts. The Analyst will work closely with Business Development Managers, Associate Business Development Manager, Relationship Managers and Portfolio Advisors to support a number of assigned clients and prospective 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 with quick turnaround times. Incorporating product knowledge with firm awareness, the RA will be required to effectively communicate client expectations with a variety of internal stakeholders, including portfolio services, legal and compliance, portfolio management, product management, investor services, operations, marketing, trading, and other functions.
Responsibilities include, but are not limited to:
Provide end-to-end support on new business opportunities & consultant rating process, providing leverage for the Relationships Managers and Business Developers to focus on external client engagement
Prepare and respond to external inquiries from clients and prospects across a broad range of topics, including RFPs/RFIs, products, and investment strategies.
Request standard and/or customized prospect marketing onsite presentation materials and prepare briefing notes for external meetings
Partner with internal stakeholders to shape the wealth marketing strategy and identify, generate, and disseminate relevant market content to current and prospective clients
Conduct competitor analysis and market mapping to support the Wealth business
Updating and maintaining our central CRM (e.g. Salesforce) and utilizing strategy and business planning
QUALIFICATIONS
The successful candidate will have a passion for learning about the global capital markets, and 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.
The ideal candidate possesses a demonstrable track record of achievement, capacity for differentiated thinking, strong work ethic, and willingness to work as a team. Ability to build relationships and collaborate across regional and global teams will be important. Strong presentation skills and client-facing experience are highly preferred.
Additional experience:
2+ years of relevant experience within the asset management / investment industry
Direct buy-side experience supporting intermediary/ distribution client relationships preferred
Demonstrate interest in applying AI and digital tools to enhance productivity, efficiency, and overall client and firm outcomes.
Strong academic credentials including a Bachelor's degree with preference given to candidates who have undertaken post-graduate work or are progressing towards a CFA.
Demonstrate excellent communication skills, both oral and written
Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel
Not sure you meet 100% of our qualifications? That’s 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, ****** 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 GMWTalentOperations@wellington.com.
We believe that in person interactions inspire and energize our community and are essential to our culture. In 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.
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 Global Wealth team in Australia has an opening for a Relationship Analyst (“RA”). The successful candidate will be an integral member of our ANZ team and will be primarily responsible for supporting and strengthening our relationships with Wealth clients.
Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the RA will work closely with the ANZ wealth team on a portfolio of private wealth and sub-advisory accounts and relationships, and be responsible for supporting our relationship management efforts. The Analyst will work closely with Business Development Managers, Associate Business Development Manager, Relationship Managers and Portfolio Advisors to support a number of assigned clients and prospective 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 with quick turnaround times. Incorporating product knowledge with firm awareness, the RA will be required to effectively communicate client expectations with a variety of internal stakeholders, including portfolio services, legal and compliance, portfolio management, product management, investor services, operations, marketing, trading, and other functions.
Responsibilities include, but are not limited to:
Provide end-to-end support on new business opportunities & consultant rating process, providing leverage for the Relationships Managers and Business Developers to focus on external client engagement
Prepare and respond to external inquiries from clients and prospects across a broad range of topics, including RFPs/RFIs, products, and investment strategies.
Request standard and/or customized prospect marketing onsite presentation materials and prepare briefing notes for external meetings
Partner with internal stakeholders to shape the wealth marketing strategy and identify, generate, and disseminate relevant market content to current and prospective clients
Conduct competitor analysis and market mapping to support the Wealth business
Updating and maintaining our central CRM (e.g. Salesforce) and utilizing strategy and business planning
QUALIFICATIONS
The successful candidate will have a passion for learning about the global capital markets, and 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.
The ideal candidate possesses a demonstrable track record of achievement, capacity for differentiated thinking, strong work ethic, and willingness to work as a team. Ability to build relationships and collaborate across regional and global teams will be important. Strong presentation skills and client-facing experience are highly preferred.
Additional experience:
2+ years of relevant experience within the asset management / investment industry
Direct buy-side experience supporting intermediary/ distribution client relationships preferred
Demonstrate interest in applying AI and digital tools to enhance productivity, efficiency, and overall client and firm outcomes.
Strong academic credentials including a Bachelor's degree with preference given to candidates who have undertaken post-graduate work or are progressing towards a CFA.
Demonstrate excellent communication skills, both oral and written
Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel
Not sure you meet 100% of our qualifications? That’s 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, ****** 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 GMWTalentOperations@wellington.com.
We believe that in person interactions inspire and energize our community and are essential to our culture. In 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.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Analyst position is now open for candidates interested in the Finance sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.