Relationship Manager, Institutional, Southeast Asia
4 weeks ago
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 delivering exceptional investment performance and client service.
About the RoleWe are seeking a highly motivated and experienced Relationship Analyst to join our Southeast Asia team. The successful candidate will be responsible for supporting and strengthening our relationships with institutional clients in the region.
Key Responsibilities- Prospecting support: qualifying and coordinating aspects of the sales lifecycle, including qualification of opportunities, RFP coordination, pitch material coordination, and follow-ups.
- Client/prospect meeting life cycle: coordination and preparation for meetings, including materials, briefing notes, meeting notes, and follow-ups.
- Respond to client/prospect inquiries on a wide range of topics, often under significant time pressure.
- Build and maintain strong relationships with client/prospect contacts and participate in external meetings as appropriate.
- Build internal network relationships and manage internal stakeholders for effective collaboration.
- Incorporate product knowledge with firm awareness to effectively communicate client expectations with various internal constituents.
- Passion for learning about the global capital markets.
- In-depth knowledge of equity, fixed income, and/or multi-asset investment products is strongly preferred.
- Interest in the business of investment management and a desire to work in a team-based and collaborative environment.
- Strong analytical/problem-solving orientation, organized, and attention to detail.
- Strong multi-tasking and time management skills, self-starter, and ability to work independently.
- Mature and strong professionalism.
- 3+ years of relevant experience in analytical roles within the investment industry.
- Direct buy-side experience supporting institutional client relationships in Southeast Asia preferred.
- Strong academic credentials, including a Bachelor's degree, with preference given to candidates who have undertaken post-graduate work or are progressing towards a CFA.
- Excellent communication skills, both oral and written.
- Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint, and Excel.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a candidate with a disability, please let us know if you require any accommodations during the application process.
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Singapore Wellington Management Company, LLP Full timeAbout UsWellington Management Company, LLP is a leading investment management firm that offers a comprehensive range of investment solutions to institutional clients globally. Our investment capabilities span nearly all segments of the global capital markets, and our team of experienced professionals is dedicated to delivering exceptional results for our...
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Singapore Wellington Management Company, LLP Full timeAbout UsWellington Management is a global investment management company that offers a range of investment solutions to institutional clients. Our team of experienced professionals provides comprehensive investment management capabilities that span nearly all segments of the global capital markets.About the RoleWe are seeking a Relationship Analyst to join...
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Singapore Wellington Management Company, LLP Full timeAbout UsWellington Management is a global investment management company that offers a comprehensive range of investment solutions to institutional clients worldwide. Our team of experienced professionals provides tailored investment advice and portfolio management services to help clients achieve their investment objectives.About the RoleWe are seeking a...
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