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Senior Investment Analyst

2 months ago

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

About Wellington Management


We are a comprehensive investment management company that offers a range of services to institutional clients globally. Our investment solutions are tailored to meet the unique needs of our clients and are built on a robust body of proprietary research.


Role Overview


The Client Group in Hong Kong is seeking a skilled Relationship Analyst to support and strengthen our relationships with intermediary clients. The successful candidate will be an integral member of our Hong Kong and Taiwan Team.


Key Responsibilities



  • Support and strengthen relationships with intermediary clients
  • Work closely with other team members to manage a portfolio of wealth and intermediary accounts and relationships
  • Conduct independent analysis and initiate original research to support client meetings
  • Communicate effectively with internal constituents, including portfolio services, legal and compliance, and portfolio management

Requirements



  • 2+ 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
  • Fluency in English and Chinese (Cantonese and Mandarin)
  • Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel

We are an equal opportunity employer and welcome applications from a diverse range of candidates. If you are a candidate with a disability, please email us at GMWTalentOperations@wellington.com to discuss any reasonable accommodations you may need during the application process.