Relationship Analyst - San Francisco, CA - CFA Institute

    CFA Institute
    CFA Institute San Francisco, CA

    3 days ago

    Description

    About Wellington Management

    Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our solutions, tailored to institutional clients in over 60 countries, draw on a robust body of proprietary research and collaborative culture.

    The Role

    The Relationship Analyst will work closely with teams to deliver exceptional client service and drive business development within the Americas Institutional Group for the Western US region.

    • Prepare high-impact presentations for external meetings
    • Participate in client meetings as appropriateMaintain accurate records of consultant and client interactions

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