Relationship Analyst
Wellington ManagementSydney, New South Wales, Australia
Posted March 31, 2026
Full Time
About the Company
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
Job Description
The Relationship Analyst will support and strengthen relationships with Wealth clients, providing end-to-end support on new business opportunities, preparing and responding to external inquiries, and conducting competitor analysis and market mapping.
Requirements
- 2+ years of relevant experience within the asset management / 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
- Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan