Description
Wellington Management is seeking a Relationship Analyst to join its Client Group in Hong Kong. The successful candidate will be an integral member of the Greater China and Southeast Asia team, primarily responsible for supporting and strengthening sales and existing relationships efforts with intermediary clients.
The Relationship Analyst will work closely with other team members on a portfolio of wealth and intermediary accounts and relationships, supporting relationship management efforts. The Analyst will work with Business Development Managers, Portfolio Advisors, and Relationship Managers to respond to ad hoc inquiries, undertake market research, and prepare for client meetings.
This position involves frequent interaction with clients, conducting independent analysis, initiating original research, and responding to inquiries on a wide range of topics, often under significant time pressure. Coverage will span both fund distribution and sub-advisory relationships.
The ideal candidate will have a passion for learning about global capital markets, with in-depth knowledge of equity, fixed income, alternatives, and/or multi-asset investment products strongly preferred. The candidate should possess excellent communication skills, both oral and written, and fluency in English, with Chinese (Mandarin) being preferred.
Key qualifications and skills:
- 2-5 years of relevant experience in analytical roles within the investment industry
- Direct buy-side experience supporting intermediary/distribution client relationships 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, CAIA, or equivalent qualification
- Demonstrated proficiency in leveraging AI and emerging technologies to enhance productivity, research, analysis, and communication
- Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint, and Excel
Benefits:
- Competitive salary
- Collaborative and dynamic work environment
- Opportunity to work with a leading investment management firm
Wellington Management is an equal opportunity employer and welcomes applications from diverse candidates.