Relationship Analyst

Wellington Management is seeking a Relationship Analyst to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Western US region. The Analyst will work closely with Consultant Relations Managers, Business Developers, and Relationship Managers to deliver exceptional client service and to drive business development with our clients and consultants.

Requirements

• 2-3 years of relevant client service experience, preferably within the Investment Management industry
• Demonstrate a solid understanding of capital markets and/or investment products, coupled with intellectual curiosity
• Self-motivated and proactive, with the ability to manage multiple projects efficiently
• Strong analytical skills, attention to detail, and organization
• Excellent communication, problem-solving skills, and judgment
• Professional demeanor with maturity, presence, and a sense of humor
• A positive attitude and growth mindset, with flexibility and openness to learning and evolving
• Proficient in Microsoft Excel and Word; Salesforce experience preferred
• Bachelor’s degree required; advanced degree or progress toward CAIA, CFA, or MBA preferred

Benefits

• Retirement plan
• Health and wellbeing
• Dental
• Vision
• Pharmacy coverage
• Health savings account
• Flexible spending accounts
• Commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back-up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)