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Relationship Analyst
Wellington
Sydney, AUS
Full-time
Mid · 3+ years experience
Hybrid
Discovered 2 weeks ago
BloombergSalesforce
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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.
The position
We are looking for a Relationship Analyst (“RA”) within our Institutional business channel. The successful candidate will be an integral member of our Australia and New Zealand (“ANZ”) Team and will be primarily responsible for supporting growth and strengthening relationships with our institutional clients.
Responsibilities
- Commanding a thorough knowledge of our business and the Institutional landscape in ANZ, coupled with strong interpersonal skills, the RA will work closely with the Business Developers (“BDs”) and Relationship Managers (“RMs”) in supporting our business development activities and maintaining service quality for our existing client relationships. The RA will also work with a range of internal stakeholders across Legal and Compliance, Portfolio Management, Product Management, Trading, Marketing, Operations and other functions to ensure we meet and exceed client expectations.
- Key responsibilities include, but not limited to:
Principal responsibilities will include
- Provide end-to-end support on new business opportunities, including RFPs and RFIs, pitch materials coordination, meeting preparations and follow ups
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