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About the Role

The Relationship Analyst will be an integral member of the Australia and New Zealand (“ANZ”) Team, primarily responsible for supporting growth and strengthening relationships with institutional clients. This role requires commanding a thorough knowledge of the business and the Institutional landscape in ANZ, coupled with strong interpersonal skills.

Responsibilities

• Provide end-to-end support on new business opportunities, including RFPs and RFIs, pitch materials coordination, meeting preparations and follow ups.
• Partner with Business Developers and Relationship Managers on new client onboarding and implementations.
• Respond to client inquiries on a wide range of topics, including portfolio and product/strategy specific information, investment guidelines and market trends, often with a short turnaround time.
• Capture and maintain client data in relevant internal CRM systems and Salesforce.
• Build and develop internal network relationships and manage internal stakeholders for effective collaboration.
• Continuously build on the depth and breadth of understanding of clients, Wellington products and strategies, and the market.
• Maintain up-to-date knowledge of client priorities and market developments and effectively communicate client expectations with internal teams.

Requirements

• 3+ years of relevant experience within the investment management industry.
• Direct buy-side experience supporting Institutional relationships is preferred.
• Ability to prioritize work and manage time effectively.
• Demonstrate excellent communications skills, both verbal and written.
• Demonstrate interest in applying AI and digital tools to enhance productivity, efficiency, and overall client and firm outcomes.
• Strong academic credentials.
• Ability to work independently, in a fast-paced and team-oriented environment, where priorities may change frequently, and deadlines often need to be met under significant time pressure.

Skills

• Strong interpersonal skills
• Proficiency in Bloomberg
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Location

• Sydney

Work Type

• Hybrid (4 days in office, 1 day remote)

Experience Level

• 3+ years

Education Level

• Bachelor's degree
• Post-graduate study preferred
• CFA progression preferred

About the Company

• Wellington Management offers comprehensive investment management capabilities across global capital markets.
• Our investment solutions are tailored to institutional clients in over 50 countries.
• We foster a collaborative culture that encourages independent thought and healthy debate.
• As a private partnership, our ownership structure promotes a long-term view aligned with client interests.
• 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 proprietary, independent research and span 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.

Equal Opportunity

• 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.
• We welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.