• Job Description

  Req#: R89907

  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

  We are seeking to recruit a Relationship Analyst to join our Business Development & Relationship Management Group (the Client Group) in Madrid. You will work as part of a small team and be involved with all aspects of the Business Development cycle. This role would provide an excellent learning opportunity for early career individuals interested in developing a career in a client facing role.

  Relationship Analysts (RAs), also known as Sales Support in the industry, provide centralised coordination of various functions to service clients across various entity types. They support the sales and relationship management objectives of their teams, working with our existing clients and prospects to ensure that their needs are met in a timely and accurate manner.

  Success in this role requires the RA to have the ability to be proactive in supporting our business development activities, looking to assess and support our prospect and cross sell opportunities. In addition, RAs also support our existing client relationships. This requires the RA to maintain and update client CRM data, analyse opportunities for our clients and prospective clients, and oversee and coordinate the completion of information requests. RAs collaborate with internal stakeholders to ensure we meet our clients’ expectations, and to ensure that deadlines are met. Attention to detail is critical – the ability not only to pull data from the various applications available, but also to analyse the data and understand whether that data is accurate and makes sense. RAs need to have the ability to work independently, in a fast-paced and team-oriented environment, where priorities change frequently, and where deadlines often need to be met under significant time pressure. Finally, RAs should have a solid knowledge of investments, such that they are able to fully understand, and respond to, client enquiries and requests.

  RESPONSIBILITIES

  Commanding a thorough knowledge of our business, coupled with the interpersonal skills to deal effectively with clients, the successful candidate will work closely with members of the Iberian business development and relationship management (Institutional or Global Wealth Management) teams, as well as with many other functional areas of the firm, on a portfolio of assigned accounts. They will conduct analysis of client portfolios, initiate investigations, respond to inquiries on a wide variety of topics, and perform other tasks as appropriate. They will also coordinate prospect reporting, presentations, account maintenance, and ad hoc requests.

  Principal responsibilities will include:

  • Preparing standard and/or customised prospect presentation materials, briefing books and collateral materials, as well as meeting notes required for external meetings and events.

  • Participating in in-house client and prospect meetings and conference calls, as appropriate.

  • Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulation considerations and fees.

  • Acting as a point of contact for various groups within client organisations.

  • Coordinating key client communications.

  • Supporting the local Institutional and GWM Business Development Managers in the organisation of client roadshows and meetings.

  • Capturing and maintaining client data in relevant internal systems.

  • Qualifying and coordinating Requests for Information/Due Diligence Questionnaires (RFI’s) and Requests for Proposals (RFPs), and working with internal teams to ensure that each one receives the proper response.

  • Developing an understanding of the depth and breadth of Wellington Management’s investment approaches.

  • Overseeing operational set up and queries;

  • Support Marketing initiatives locally, ranging from coordinating events to product campaigns, or reviewing translations.

  QUALIFICATIONS

  The successful candidate is likely to:

  • Have 1-2 years of relevant client service experience, preferably gained within the Investment Management industry. Experience of working with Private Bank clients would be advantageous.

  • Demonstrate a solid understanding of capital markets and/or investment products.

  • Have a strong academic background. Ideally this will include progress towards a professional qualification (e.g., CFA or equivalent).

  • Have experience using a CRM tool (e.g. Salesforce)

  • Be proficient in Microsoft Office, specifically Excel.

  • Be a fluent Spanish speaker, and demonstrate excellent verbal and written English language skills. Portuguese is a plus.

  • Be self-motivated, creative and enthusiastic.

  • Be a natural collaborator, people person, who can work well in a small team.

  Please note that we are only able to respond to successful applicants.

  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 .

• About the company

  The firm serves as investment advisor to over 2,200 institutions in over 60 countries, as of 30 June 2020.

Notice