Relationship Analyst

1 month ago

Chicago, United States Wellington Management Company, LLP Full time
About Us

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, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

THE POSITION

The Client Group has an opening for a Relationship Analyst on the Americas Institutional team out of our Chicago office. The Analyst will work closely with the team's Business Developers, Relationship Managers and Consultant Relations Managers supporting our sales initiatives across Wellington's investment platform. Business Developers, Relationship Managers and Consultant Relations Managers work closely with prospects, clients and consultants to identify and implement investment solutions to meet their needs. A great deal of preparation goes into every meeting, proposal and product presentation, and Analysts are integral to the process.

Analysts have a broad range of responsibilities including collecting and analyzing prospect, client, competitor and industry information, participating in client/prospect calls and meetings, and creating comprehensive responses to and materials for presentations, RFPs and other client requests. The Analyst also collects information necessary to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities. The role requires frequent communication and interaction with Business Developers, Relationship Managers, Investment Product and Fund Strategies, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting.

RESPONSIBILITIES
The Analyst will work closely with the team's Business Developers, Relationship Managers and Consultant Relations Managers to accomplish the following:
  • Develop an understanding of the depth and breadth of Wellington Management's product offerings
  • Serve as a contact for prospects/clients/investment consultants and for Wellington Management in the region
  • Prepare briefing package and presentation materials for prospect/client/consultant calls and meetings
  • Respond to ad-hoc inquiries and follow-up questions from meetings
  • Schedule, coordinate and participate in external calls and onsite visits
  • Conduct deep analysis on potential client and prospect new business opportunities
  • Respond to Requests for Proposal by working with Investment Product and Fund Strategies, and other subject matter experts to ensure that each RFP is completed thoroughly
  • Maintain an understanding of competitive peer groups and conduct peer analysis, business management and strategy work
  • Follow trends in the industry and report findings to the team
  • Serve as a member of the relationship team to support our clients' inquiries, cash flow requests and reporting requirements
  • Navigate various internal data systems confidently, using creativity to build reports, source data points, and independently pull together responses to prospect due diligence requests
  • Support marketing efforts including managing internal and external materials, working with third party vendors on research initiatives and requests and coordinating webinars, special events and industry conferences.
QUALIFICATIONS
  • Must be able to work in a fast-paced environment requiring focus, creativity, and problem-solving skills
  • Strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects
  • The job entails extensive written and analytical work, thus proficiency using both Microsoft Excel and Word are required and experience with Salesforce is a plus
  • A bachelor's degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree.
  • At least two years prior experience in the investment industry
  • A positive attitude, terrific work ethic, very strong attention to detail, and sense of humor are absolutely required.
  • Must be self-directed and requires an individual who can work independently under tight time constraints and evolving priorities.
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 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 .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 65,000 - 150,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

  • Analyst (Tax)

    4 weeks ago

    Chicago, United States Infinia Search Inc Full time

    Job DescriptionJob DescriptionPosition ResponsibilitiesThe Analyst (or Junior Analyst) will join the Firm's growing Investor Communications Department within the Tax Operations Team. Investor Communications serves as a key point of contact to the Firm’s investor base and this role requires a motivated individual who is proactive, is able to manage...

  • Product Analyst

    3 weeks ago

    Chicago, United States Experis Full time

    Our client is seeking a Product Test Analyst to join their team. As a Product Test Analyst, you will be part of the Onboard Products.  The ideal candidate will have strong analytical skills, attention to detail, and the ability to communicate effectively with cross-functional teams. Job Title: Product Analyst Location: Chicago, IL (Hybrid) What's the...

  • Trade Analyst

    3 weeks ago

    chicago, United States Tailored Management Full time

    This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors serve 56 million US consumers and small business relationships with a global footprint!Trade Analyst - Hybrid!Position: Trade AnalystLocation: 540 West Madison St., Chicago, IL 60661Setting: Hybrid (Onsite day...

  • Trade Analyst

    2 weeks ago

    chicago, United States Tailored Management Full time

    This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors serve 56 million US consumers and small business relationships with a global footprint!Trade Analyst - Hybrid!Position: Trade AnalystLocation: 540 West Madison St., Chicago, IL 60661Setting: Hybrid (Onsite day...

  • Trade Analyst

    3 weeks ago

    Chicago, United States Tailored Management Full time

    This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors serve 56 million US consumers and small business relationships with a global footprint!Trade Analyst - Hybrid!Position: Trade AnalystLocation: 540 West Madison St., Chicago, IL 60661Setting: Hybrid (Onsite day...

  • Business Analyst

    6 days ago

    Chicago, United States The Judge Group Full time

    Our client is looking for a Business Analyst experienced in managing the application lifecycle and working with server-client applications. This is a contract opportunity that is hybrid to downtown Chicago. RESPONSIBILITIES: Support the Unified Communications team Project team in the analysis of Application Inventory to identify the application owner(s) and...

  • Trade Solutions Analyst

    2 weeks ago

    Chicago, United States Chicago Financial Search, Inc. Full time

    Trade Solutions AnalystAre you an experienced Trade Solutions Analyst who enjoys working closely with institutional clients and internal trading teams supporting electronic trading systems? Do you excel in solving application and vendor integration issues? Then you are at the right place!The client’s premier financial services firm provides a vibrant and...

  • Trade Solutions Analyst

    2 weeks ago

    chicago, United States Chicago Financial Search, Inc. Full time

    Trade Solutions AnalystAre you an experienced Trade Solutions Analyst who enjoys working closely with institutional clients and internal trading teams supporting electronic trading systems? Do you excel in solving application and vendor integration issues? Then you are at the right place!The client’s premier financial services firm provides a vibrant and...

  • Senior Analyst, Programmatic

    6 days ago

    Chicago, United States Digitas North America Full time

    Company Description: Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities. Digitas delivers ambitious outcomes...

  • Commercial Auto Central Region

    4 weeks ago

    Chicago, United States Wells Fargo Full time

    Research complex financial, company, and credit information for commercial businesses according to business unit standards. Assist with credit analysis, industry and business risk analysis, financial modeling and projections, and loan documentation r Credit Analyst, Commercial, Portfolio Manager, Relationship Manager, Analyst, Credit, Business Services

  • Performance Analyst

    1 month ago

    Chicago, Illinois, United States Marquette Associates Full time

    Job Title: Performance AnalystMarquette Associates is seeking a highly skilled Performance Analyst to join our team. As a Performance Analyst, you will play a critical role in providing analytical support to our teams and consultants, completing quarterly and monthly investment reporting, and providing day-to-day client support.Key Responsibilities:Obtain...

  • Sr. Data Analyst

    3 weeks ago

    Chicago, United States Procom Full time

    BMO is currently sourcing for a Sr. Data Analyst position on a 12-month contract. Summary of Role: Sr. Data Analyst role in Business Intelligence at BMO, based in Chicago with a hybrid work model, supporting EMM/MM/LMM strategic project for legacy data migrations. Project: EMM/MM/LMM strategic project for legacy data migrations to BMO platforms. Years of...

  • Financial Analyst

    3 weeks ago

    Chicago, United States CYM Living LLC Full time

    Overview: CYM Living - Where caring meets innovation. We are a national real estate firm with corporate headquarters in Chicago, IL, Indianapolis, IN and just outside of New York City. Our mission is to provide our residents with an exceptional living experience, nurture a culture of community, and empower growth from within. As a vertically integrated firm,...

  • Financial Analyst

    3 weeks ago

    Chicago, United States CYM Living LLC Full time

    Overview: CYM Living - Where caring meets innovation. We are a national real estate firm with corporate headquarters in Chicago, IL, Indianapolis, IN and just outside of New York City. Our mission is to provide our residents with an exceptional living experience, nurture a culture of community, and empower growth from within. As a vertically integrated firm,...

  • Service Desk Analyst

    6 days ago

    Chicago, United States Jones Networking Full time

    Service Desk AnalystChicago, IllinoisJones Networking is recruiting for a Service Desk Analyst to join a Global Payment Provider Company in Chicago, IL. The ideal candidate will have an existing technical skill set and a keen interest in developing knowledge across a wide range of technologies. The Company offers generous PTO, medical, dental & vision and...

  • Global Relationship Manager

    3 weeks ago

    chicago, United States Genpact Full time

    Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. We dream in digital, dare, and reinvent the ways companies work to make an impact far bigger...

  • Global Relationship Manager

    3 weeks ago

    Chicago, United States Genpact Full time

    Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. We dream in digital, dare, and reinvent the ways companies work to make an impact far bigger...

  • Analyst

    4 weeks ago

    Chicago, United States HSBC Full time

    As an Analyst, you will directly participate in Originating & Executing tailored lending solutions for new/existing customers, to facilitate Financial Sponsor (also known as Private Equity) led Leveraged Buy-Out (LBO) transactions. Mid-Market Financial Sponsors (MMFS) group bankers structure the debt facilities, coordinate the due diligence process, obtain...

  • Operations Analyst

    4 weeks ago

    Chicago, United States G Squared Full time

     G Squared is a leading growth-stage venture capital firm with ~$4B in deployed capital focused on investing in the world’s leading venture-backed private companies in the mid-to-late-stage segment of their corporate lifecycle.G Squared is looking for a full-time Operations Analyst to join the Chicago office as part of the Investor Relations & Fundraising...

  • Operations Analyst

    4 weeks ago

    chicago, United States G Squared Full time

     G Squared is a leading growth-stage venture capital firm with ~$4B in deployed capital focused on investing in the world’s leading venture-backed private companies in the mid-to-late-stage segment of their corporate lifecycle.G Squared is looking for a full-time Operations Analyst to join the Chicago office as part of the Investor Relations & Fundraising...