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Relationship Analyst at Wellington Management Company - ApplyBlast

Relationship Analyst

Wellington Management Company

19 hours ago

London, England, United Kingdom

Hybrid

Full Time

Junior

0 applicants

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About this role

The Relationship Analyst role supports the Global Wealth Management team by coordinating client and prospect activities across UK and European sub-advisory markets. This position involves maintaining client CRM data, analyzing opportunities, and ensuring timely responses to client and consultant inquiries. The role requires strong attention to detail, independent work capabilities, and a solid understanding of investments to meet client expectations and support business development efforts.

Responsibilities

Coordinate client communications and prepare presentation materials
Analyze data and respond to internal and external inquiries
Qualify and coordinate Requests for Information and Proposals

Skills

About Wellington Management Company

wellington.com

Headquarters

Boston, Massachusetts, United States

Company Size

1001-5000 employees

Founded

1933

View Profile

Wellington Management is one of the world's leading independent asset management firms, founded in 1928 and headquartered in Boston with a global presence across major international and Asian financial centers. The firm manages over $1.3 trillion in client assets across equities, fixed income, multi-asset, alternatives, and private investing strategies. Wellington serves 3,000+ clients across 60+ countries, offering integrated investment capabilities grounded in deep multi-disciplinary research and a collaborative investment culture.