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.
The Greater China Client Team in Hong Kong has an opening for a Relationship Analyst (“RA”). The successful candidate will be an integral member of our China institutional team and will be primarily responsible for supporting growth and strengthening relationships with our institutional clients.
Commanding relevant industry experience, strong communications, coordination and problem-solving skills, the RA will work closely with the business team on a portfolio of institutional relationships. The RA will assist and partner in the core aspects of business development, relationship management, and client servicing, including:
Prospecting – supporting territory leaders with live opportunities, RFPs qualifying and coordinating, pitch material coordination, follow ups.
Client/prospect meeting life cycle – coordination and preparation for meetings – materials, briefing notes, meeting notes, follow ups.
Servicing - respond to client/prospects inquiries on a wide range of topics (product/strategy, portfolio, market/investment queries, servicing, etc.), often under significant time pressure.
Work with relationship managers on complex client deliverables. Providing support in bespoke client requests and non-standard processes.
Build their internal network relationships and manage internal stakeholders for effective collaboration.
Incorporating product knowledge with firm awareness, the RA will be required to effectively communicate client expectations with a variety of internal constituents including portfolio services, legal and compliance, portfolio management, product management, investment operations, trading, and other functions.
Qualifications
The successful candidate will have a 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, a desire to work in a team-based and collaborative environment, and an analytical/ problem-solving orientation are required. The successful candidate should be organized and pay strong attention to details. He/she will have strong multi-tasking and time management skills; is able to deliver at a high capacity to improve productivity and efficiency; is a self-starter and able to work independently.
Candidates should possess a demonstrable track record of achievement, strong judgment and prioritization, strong work ethic, and the ability to leverage AI tools effectively. Strong presentation skills and client-facing experience are highly preferred.
5+ years of relevant experience in analytical roles within the investment industry
Direct buy-side experience supporting institutional client relationships in Greater China region preferred
Strong academic credentials including a bachelor’s degree with preference given to candidates who have undertaken postgraduate work or are progressing towards a CFA and/or CAIA
Demonstrate interest in applying AI and digital tools to enhance productivity, efficiency, and overall client and firm outcomes
Demonstrate excellent communication skills, both oral and written
Ability to work under pressure in a fast-paced environment that requires exceptional teamwork.
Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel
Proficient in written and spoken English and Chinese Mandarin. Additional language skills would be a distinct advantage.
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 r ace, 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
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives.
Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients.
We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge.
This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers.
For current open opportunities, please visit www.wellington.com/joinus
We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm.
Important disclosure: https://www.wellington.com/en/important-disclosure
Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
