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- Tasks: Join our team as a Relationship Analyst, coordinating client communications and managing fund-related queries.
- Company: Wellington Management is a leading investment management firm with a collaborative culture and global reach.
- Benefits: Enjoy flexible remote work options and a supportive, inclusive workplace environment.
- Why this job: Be part of a mission-driven team delivering top-notch client service in the investment sector.
- Qualifications: Ideal candidates have 2 years of experience in client service, strong communication skills, and a degree.
- Other info: We value diverse perspectives and encourage applicants from all backgrounds to apply.
The predicted salary is between 28800 - 48000 £ per year.
time left to apply End Date: August 29, 2025 (30+ days left to apply)
job requisition id R92479
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.
Responsibilities
The Relationship team within the Funds Group contributes to Wellington Management’s mission by delivering first-class client service to clients who invest in Wellington’s sponsored funds. These clients represent both the institutional and wealth channels invested in commingled pools including Wellington Managed Funds – US, Wellington Management Funds – Global, and Wellington Alternative Investments. This role will focus on clients invested within Wellington Alternatives Investment Funds (Hedge and Privates) and the Wellington Management Funds – Global range.
The Fund Relationship Analyst will work as part of a team responsible for but not limited to: act as a central point of contact to facilitate & coordinate communication between the business team and the Funds Group, coordination of client account openings and closings, client reporting requirements with fund reporting team, responsible for protecting the validity and accuracy of client data, RFIs, cash flows, capital calls, distributions and other direct client interactions on servicing items. To accomplish these responsibilities, the Funds Relationship Analyst is expected to partner closely with other parts of the business to ensure the client’s requirements are met.
Specific responsibilities may include:
- Coordinate administrative aspects of onboarding/offboarding of fund investors
- Contribute to fund investor specific projects, including system enhancements and process improvements
- Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures
- Oversee coordination of complex fund-related queries (e.g., swing pricing, tax, reporting)
- Communicate fund-related information to investors
- Provide support to fund investors for client portal access, password resets etc.
- Complete recurring tasks such as operational due diligence questionnaires and requests for information
- Oversee recurring deliverables with regards to fund data management oversight
- Coordinate fund data requirements with platforms and distributors
Qualifications/Attributes
The ideal candidate for the role will have:
- Minimum 2 years of experience, ideally in the investment management industry, in areas of client service or operations
- Strong relationship building and collaboration skills and the curiosity to learn
- Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients
- Strong communication and presentation skills
- Project management skills, influencing, team-orientation, consensus building, and strong quantitative, written and verbal communication skills
- A degree is required, desire to progress towards CFA/CAIA
- Fluency in another European language
JOB TITLE
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.
Responsibilities
The Relationship team within the Funds Group contributes to Wellington Management’s mission by delivering first-class client service to clients who invest in Wellington’s sponsored funds. These clients represent both the institutional and wealth channels invested in commingled pools including Wellington Managed Funds – US, Wellington Management Funds – Global, and Wellington Alternative Investments. This role will focus on clients invested within Wellington Alternatives Investment Funds (Hedge and Privates) and the Wellington Management Funds – Global range.
The Fund Relationship Analyst will work as part of a team responsible for but not limited to: act as a central point of contact to facilitate & coordinate communication between the business team and the Funds Group, coordination of client account openings and closings, client reporting requirements with fund reporting team, responsible for protecting the validity and accuracy of client data, RFIs, cash flows, capital calls, distributions and other direct client interactions on servicing items. To accomplish these responsibilities, the Funds Relationship Analyst is expected to partner closely with other parts of the business to ensure the client’s requirements are met.
Specific responsibilities may include:
- Coordinate administrative aspects of onboarding/offboarding of fund investors
- Contribute to fund investor specific projects, including system enhancements and process improvements
- Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures
- Oversee coordination of complex fund-related queries (e.g., swing pricing, tax, reporting)
- Communicate fund-related information to investors
- Provide support to fund investors for client portal access, password resets etc.
- Support fund documentation changes
- Complete recurring tasks such as operational due diligence questionnaires and requests for information
- Oversee recurring deliverables with regards to fund data management oversight
- Coordinate fund data requirements with platforms and distributors
Qualifications/Attributes
The ideal candidate for the role will have:
- Minimum 2 years of experience, ideally in the investment management industry, in areas of client service or operations
- Strong relationship building and collaboration skills and the curiosity to learn
- Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients
- Strong communication and presentation skills
- Project management skills, influencing, team-orientation, consensus building, and strong quantitative, written and verbal communication skills
- A degree is required, desire to progress towards CFA/CAIA
- Fluency in another European language
JOB TITLE
Relationship Analyst
JOB FAMILY
Relationship Management
LOCATION
London
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 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 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.
About Us
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. 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. 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.
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Relationship Analyst employer: Wellington Management Company
Contact Detail:
Wellington Management Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Analyst
✨Tip Number 1
Familiarise yourself with the investment management industry, especially focusing on client service and operations. Understanding the nuances of this sector will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals already working in relationship management roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Brush up on your project management skills, as this role requires coordinating various tasks and deliverables. Consider taking a short course or obtaining a certification to demonstrate your commitment to this skill set.
✨Tip Number 4
Showcase your communication skills by engaging in public speaking or presentation opportunities. Being able to articulate complex information clearly will be crucial in this role, so practice makes perfect!
We think you need these skills to ace Relationship Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client service or operations within the investment management industry. Emphasise your relationship-building skills and any project management experience that aligns with the responsibilities of a Relationship Analyst.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific projects or experiences that demonstrate your ability to coordinate complex queries and communicate effectively with clients.
Showcase Relevant Skills: Highlight your strong communication and presentation skills, as well as your ability to synthesise complex issues. Provide examples of how you've used these skills in previous roles to solve business problems or improve processes.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Wellington Management Company
✨Understand the Role
Make sure you have a solid grasp of what a Relationship Analyst does, especially in the context of investment management. Familiarise yourself with the specific responsibilities mentioned in the job description, such as client communication and data management.
✨Showcase Your Communication Skills
As this role requires strong communication abilities, prepare to demonstrate your skills during the interview. Think of examples where you've effectively communicated complex information or resolved client queries.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex situations. Prepare scenarios from your past experience where you successfully managed client relationships or navigated challenging projects.
✨Highlight Your Teamwork Experience
Since collaboration is key in this role, be ready to discuss your experiences working in teams. Share specific examples of how you contributed to team success and built relationships with colleagues to achieve common goals.
