Investment Relationship Specialist

2 weeks ago


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

Wellington Management Company, LLP is a leading investment management firm that offers a comprehensive range of investment solutions to institutional clients worldwide. Our team of experienced professionals is dedicated to providing exceptional service and expertise to our clients, helping them achieve their investment goals.

About the Role

We are seeking a highly motivated and detail-oriented Relationship Analyst to join our Americas Institutional team in Chicago. The successful candidate will work closely with our Business Developers, Relationship Managers, and Consultant Relations Managers to support our sales initiatives across our investment platform.

Key Responsibilities
  • Develop a deep understanding of our investment products and services
  • Provide exceptional client service and support to our clients and prospects
  • Prepare comprehensive briefing packages and presentation materials for client meetings and calls
  • Respond to client inquiries and follow up on client requests
  • Schedule and coordinate client meetings and calls
  • Conduct in-depth analysis of client and prospect new business opportunities
  • Support the development of Requests for Proposal (RFPs) and other client materials
  • Maintain a thorough understanding of the competitive landscape and industry trends
  • Collaborate with internal teams to provide exceptional client service and support
Requirements
  • Strong analytical and communication skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Proficiency in Microsoft Excel and Word
  • Experience in the investment industry preferred
  • BA/BS degree required, CAIA or CFA designation a plus
What We Offer

We offer a competitive salary range of $65,000 - $80,000, a comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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