Relationship Analyst

  • Competitive
  • Sydney, Nouvelle-Galles du Sud, Australie
  • CDI, Plein-temps
  • Wellington Management Company, LLP
  • 20 janv. 18 2018-01-20

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 50 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.

POSITION
The Company
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1.05 trillion in assets under management as of 30 September 2017, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

The Position
The Global Relationship Group in Sydney has an opening for a Relationship Analyst ("RA"). The successful candidate will be an integral member of our Australia and New Zealand Team, and will be primarily responsible for supporting and strengthening our relationships with clients, consultants and prospects. 

Responsibilities
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 accounts and relationships and be responsible for supporting our relationship management efforts. The Analyst will work closely with Relationship 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 markets. In-depth knowledge of equity, fixed income, 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:

  • 5+ years of relevant experience in analytical roles within the investment industry
  • Direct buy-side experience  supporting institutional and/or wholesale client relationships preferred
  • 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


 

JOB TITLE
Relationship Analyst

JOB FAMILY
Relationship Management

LOCATION
Sydney

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 Wellington@icareerhelp.com .