Relationship Analyst, Alternatives Expert

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Wellington Management Company, LLP Full time
About Us

Wellington Management Company, LLP is a leading investment management firm that offers a comprehensive range of investment solutions to institutional clients worldwide. Our investment capabilities span nearly all segments of the global capital markets, and our proprietary research and collaborative culture enable us to deliver tailored solutions to meet the unique return and risk objectives of our clients.

About the Role

THE POSITION
The Alternatives Investor Relations team at Wellington Management is seeking a highly motivated and detail-oriented Relationship Analyst to support our sales efforts across our alternatives platform. The successful candidate will work closely with our Alternatives Directors and Business Developers to identify and pursue new business opportunities, develop and maintain strong relationships with clients and prospects, and contribute to the development of our alternatives product offerings.

Responsibilities
  • Develop a deep understanding of Wellington Management's alternatives product offerings and stay up-to-date on industry trends and developments.
  • Conduct thorough analysis of potential client and prospect new business opportunities and develop targeted sales strategies.
  • Prepare comprehensive briefing packages and presentation materials for alts-specific prospect calls and meetings.
  • Serve as a primary point of contact for prospects and clients in this territory and provide exceptional customer service.
  • Respond to ad-hoc prospect inquiries and follow-up questions from meetings and maintain accurate records of all interactions.
  • Coordinate and participate in prospect calls and onsite visits, and work closely with internal stakeholders to ensure seamless execution.
  • Maintain a thorough understanding of competitive peer groups and conduct peer analysis, business management, and strategy work.
  • Follow industry trends and report findings to the team, and contribute to the development of our alternatives product offerings.
  • Navigate various internal data systems confidently to develop reporting and source data points, and support marketing efforts including managing internal and external materials, working with third-party vendors on research initiatives and requests, and coordinating webinars, special events, and industry conferences.

Qualifications
The successful candidate will possess strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects. A bachelor's degree is required, with a preference for candidates with progress toward the CAIA designation, CFA designation, MBA, or other graduate-level degree. At least two years of prior experience in the investment industry, with a focus on alternatives, is preferred. A positive attitude, terrific work ethic, and strong attention to detail are essential.

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