Client Analyst, Asia Ex-japan

Wellington Management Company, LLP SingaporePosted 2 hours ago Permanent Competitive

**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.
- We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.
- About the Role**THE COMPANY**OVERVIEW**

The Client Service Management team is a part of the Client Group at Wellington Management and contributes to the firm's mission by delivering first class client service across the full breadth of business channels and markets. The Client Analyst will work closely with Client Service Managers (CSMs) in managing overall service delivery and driving the resolution of client service queries, leveraging and coordinating with other line functions within the firm as appropriate so as to deliver the agreed upon servicing requirements of each of our clients.
- This role can be based in Singapore or Hong Kong and will work with institutional clients in Asia ex Japan.**KEY RESPONSIBILITIES**

**The core components of the role are to**:

- Act on client instructions or research and respond to client inquiries on a wide range of operational topics including portfolio/fund data, statistics, and operational queries such as cashflows, guideline compliance, overdrafts, fees, fund subscriptions/redemptions etc
- Manage responses to client questionnaires on existing mandates, as well as logistics and materials for operational due diligence meetings
- Work closely with the CSM on client onboarding/restructuring/offboarding activities for segregated account clients
- Work closely with the CSM on pre-onboarding qualification and account opening for prospective fund clients
- Negotiate and set up client reporting deliverables in conjunction with the relevant teams
- Assist with mandate changes/maintenance activities in accordance with established procedures e.g. guideline changes, authorized signatories updates, benchmark changes, ongoing AML/KYC monitoring, etc
- Maintain strong relationships with client/consultant contacts and participate in external meetings as appropriate
- Stay attuned to industry developments and best practices; evaluating the firm's client service capabilities/gaps and related risks driven by client requirements and making recommendations to internal stakeholders for process and workflow improvements

**Advanced Responsibilities**:

- Host operational meetings/lead operational discussions with clients
- Become involved in special projects
- Coach and mentor more junior team members

**Additional requirements for the role include**:

- Collaboration - Work in active partnership with others in the Client Platform, the Investment Platform and the Infrastructure Platform teams (both locally and globally) to efficiently fulfill client requests and maintain high servicing standards
- Content - Demonstrate a sound knowledge of investment markets, Wellington Management's investment strategies and fund offerings, particularly those in which clients are invested, plus an in-depth knowledge of local regulations and client servicing procedures, i.e. "how to get things done" for clients
- Stewardship - Work with CSMs to effectively balance the needs of each client with the capabilities and resources of Wellington Management
- Execution - Knowledge of and accurate implementation of our internal processes and risk controls

**QUALIFICATIONS/ATTRIBUTES**
- Exceptional project management/organizational skills with a strong detail-orientation, including the ability to follow through, multi-task, be consistently responsive, and manage changing priorities while meeting often strict deadlines
- Sound business judgement, problem-solving skills and intellectual curiosity
- Strong interpersonal and verbal/written communication skills and the ability to express oneself in both individual and group settings are a must
- Fluency in spoken and written Mandarin is required, additional Asian languages will be beneficial
- Positive and pro-active attitude, flexibility, and a sense of humor
- Ability to work collaboratively with diverse individuals from our clients and global offices
- A college degree is required and a CFA/CAIA (or progress towards these qual