Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Client Group in Tokyo has an opening for a Relationship Analyst. The successful candidate will be an integral member of our Tokyo team and will be primarily responsible for supporting and strengthening our relationships with institutional clients utilizing the Private Placed Japanese ITM platform. Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the RA will work closely with the business team on a portfolio of institutional relationships.

Responsibilities

Assist and partner in core aspects of business development, relationship management, and client servicing.
Support the governance of the ITM product management framework, partnering with Relationship Managers and internal stakeholders.
Oversee vendor relationships and SLAs, including trust banks, distributors, accounting agents, and system vendors.
Conduct periodic oversight and due diligence in line with internal audit and regulatory requirements.
Manage approvals for fund launches, closures, and distribution payments.
Manage end-to-end documentation processes for fund-related activities, coordinating with internal teams and external stakeholders.
Oversight of the day-to-day ITM fund from an operational perspective (NAV calculation, subscription/redemption, etc.) with internal teams and external parties.
Respond to client/prospect inquiries on a wide range of topics, often under significant time pressure.
Build and maintain strong relationships with appropriate client/prospect contacts and participate in external meetings.
Support prospects by qualifying and coordinating aspects of the sales lifecycle, including opportunity qualification, RFP coordination, pitch material coordination, and follow-ups.
Build internal network relationships and manage internal stakeholders for effective collaboration.
Effectively communicate client expectations with a variety of internal constituents including portfolio services, legal and compliance, portfolio management, product management, investment operations, trading, and other functions.

Requirements

3-5 years of relevant experience in client servicing roles within the investment industry, including Japan ITM.
Background in ITM structure knowledge is ideal.
Experience in operational oversight function, including support of compliance-related matters at foreign affiliated investment management firms based in Tokyo, trust banks’ ITM fund accounting/administrative division, and Japanese ITM firms’ fund accounting area.
Strong interest in investment management, with an analytical and problem-solving mindset.
Ability to independently identify, research, and resolve unfamiliar issues.
Highly organized with strong attention to detail.
Able to manage multiple priorities effectively and deliver in a fast-paced, high-capacity environment.
Demonstrated track record of achievement, strong work ethic, sound judgment, and a high level of professionalism.
Collaborative team player with a proactive, self-starter mindset.
Ability to work both independently and within a team-based environment.
Strong verbal and written communication skills, with the ability to present and articulate ideas effectively in both client-facing and internal settings.
Fluency in Japanese and English (both written and spoken) is essential.
Strong academic credentials, including a bachelor’s degree.
Proficiency in Bloomberg, Salesforce, and Microsoft Office (Word, PowerPoint, and Excel).
Strong business judgment, with the ability to communicate clearly, confidently, and creatively in both individual and group settings.

Skills

Investment management
Client servicing
Japan ITM
ITM structure knowledge
Operational oversight
Compliance
Analytical skills
Problem-solving
Attention to detail
Communication skills
Teamwork
Bloomberg
Salesforce
Microsoft Office (Word, PowerPoint, Excel)

Location

Tokyo

Work Type

Hybrid

Experience Level

3-5 years

Education Level

Bachelor's degree
Postgraduate qualifications or progress toward a CFA designation is preferred

About the Company

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 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
As a private partnership, our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
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.
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.
For more information, please visit https://www.wellington.com/en/

Equal Opportunity

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 ensures that all qualified applicants will receive equal 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.
As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.