Relationship Analyst, Alternatives - Chicago, United States - Wellington Management

Description

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 Alternatives Investor Relations team has an opening for a Relationship Analyst (RA), focused on our alternatives sales efforts. The RA will work closely with the team's Alternatives Directors and Business Developers supporting our sales initiatives across Wellington's alternatives platform. Alternatives Directors and Business Developers work closely with prospects and clients to identify alternatives focused funds to meet their needs. A great deal of preparation goes into every meeting, proposal and product presentation, and RAs are integral to the process.

RAs have a broad range of responsibilities including collecting and analyzing prospect, competitor, and industry information, partnering with product teams to curate alts messaging, working with marketing and capital introduction teams to assist with road shows, swings, and conferences, creating comprehensive responses to and materials for presentations, RFPs, and other client requests, and participating in client/prospect calls and meetings. The RA also collects information necessary to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities. The role requires frequent communication and interaction with Business Developers, Relationship Managers, Marketing, Product Management, Legal & Compliance, Finance, Portfolio Management, and the Investor Services Group.

The RA will work closely with the team's Alternatives Directors and Business Developers to accomplish the following:

• Develop an understanding of the depth and breadth of Wellington Management's alternatives product offerings
• Conduct deep analysis on potential client and prospect new business opportunities
• Prepare briefing package and presentation materials for alts-specific prospect calls and meetings
• Serve as an alternatives focused contact for prospects/clients and for Wellington Management in this territory
• Respond to ad-hoc prospect inquiries and follow-up questions from meetings
• Coordinate and participate in prospect calls and onsite visits
• Maintain an understanding of competitive peer groups and conduct peer analysis, business management and strategy work
• Follow trends in the industry and report findings to the team
• Navigate various internal data systems confidently to develop reporting and source data points
• 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.

The RA will work in a fast-paced environment requiring focus, creativity, and problem-solving skills. The ideal candidate will possess strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects. The job entails extensive written and analytical work, thus proficiency using both Microsoft Excel and Word are required and experience with Salesforce is a plus. A large portion of the work is self-directed and requires an individual who can work independently under tight time constraints and evolving priorities.

The successful candidate will have a bachelor's degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree. The candidate should have at least two years prior experience in the investment industry, with a focus on alternatives preferred. A positive attitude, terrific work ethic, and strong attention to detail are required.

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 race, 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

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)