Strategic Relationship Analyst

Wellington Management Company, LLP
Boston, MA, USA
14 Jul 2018
17 Jul 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.


Relationship Analyst (RA) within the Global Strategic Relationship Team will work closely with Global Relationship Managers, Business Developers and other internal resources to support efforts with global strategic clients.  A successful RA will partner with managers across the firm and will have the skills necessary to assist with all aspects of a relationship while focusing on enhanced reporting as well as strategic and investment elements of those relationships. A successful RA will understand the client's long term investment objectives, distribution strategies and policy issues and bring the resources of the organization to bear on behalf of the client with the goal of delivering a high level of service that will exceed the client's expectations and position Wellington Management as the partner of choice.

RAs will have interaction with clients and prospects - though they are likely to see their responsibilities focus internally to help facilitate new business, broad client interaction and reporting.  The RA will conduct analysis and respond to inquiries on a wide variety of topics, including market and investment focused inquiries as well as distribution and growth oriented questions.  The RA is expected to develop in-depth knowledge of assigned books of business from an investment and distribution perspective.  The RA will be required to understand the client's expectations, incorporate investment and product knowledge, and work cross functionally across departments often under tight deadlines. 

Importantly, the RA will serve as a thought partner to managers on the team and must be prepared to act as their back-up and proxy, representing the firm in a manner commensurate with those expectations. 

Attributes for success in this role can be defined as follows:

A deep understanding of each relationship's long term investment objectives, distribution strategies, policies, etc.; bringing the resources of Wellington to bear on behalf of the client or prospect to exceed investment and service expectations as well as promote growth by helping our clients distribution efforts A broad and deep understanding of investment knowledge, including global capital markets, investment styles and instruments, allowing RAs to respond to a wide variety of inquiries and requests A deep understanding of the inherent complexities associated with a competitive global asset management industry The analytical capabilities to both retrieve data and understand the implications of that data from a relationship and firm perspective Strong commercial instincts - the ability to think strategically and define a plan for retaining and growing client and prospect relationships Strong problem solving ability including creative thinking combined with a collaborative approach in seeking the broader audience The ability to work independently and proactively; ability to multi-task in a fast paced and team oriented environment under tight deadlines with high volume of competing demands; demonstrate grace under pressure Strength of presentation skills and capability to effectively communicate both verbally and written with clients and prospects The ability to oversee a project from start to finish in a highly organized and responsive fashion Passion for a global and highly collaborative environment


Commanding a thorough knowledge of our business, coupled with the interpersonal skills to deal effectively with external relationships, the RA will work closely with all members of the team, as well as many other functional areas of the firm.  They will conduct analysis of client portfolios, respond to inquiries on a wide variety of topics, and perform other tasks as appropriate. 

The RA will work closely with the Strategic Relationship Manager and Associate Director of the Global Relationship Group to:

•             Generate presentation materials, briefing memos and collateral materials for prospect and client meetings

•             Qualify Requests for Proposal and work with Product Management and the Client Reporting team to ensure that each RFP receives the appropriate response

•             Work with the Relationship teams, Legal, Finance, Product Management and Senior Management to qualify and implement new business or client projects

•             Assist with analytics and competitive analysis

•             Generate and analyze extensive quarterly and semi-annual reports

•             Perform business management and strategy work

•             Support marketing efforts including managing internal and external materials, working with third party vendors on research initiatives and requests and coordinating webinars, special events and industry conferences.


The successful candidate is likely to have:
  • Strong academic credentials, coupled with progress towards (or willingness to pursue) a relevant professional qualification, e.g., CFA or MBA
  • 5+ years of relevant client facing experience 
  • Demonstrated in-depth knowledge of capital markets and/or investment products. 
  • Demonstrated ability for project management and reporting
  • Excellent presentation and communication skills, both oral and written.
  • Strong networking and collaboration skill set

Strategic Relationship Analyst

Relationship Management

280 Congress

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 .