Wellington Management
Relationship Analyst(m/w/x)
Vollzeitmit HomeofficeBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
WEWELLINGTON MANAGEMENT
Relationship Analyst(m/w/x)
Zürich
Vollzeitmit HomeofficeBerufserfahren
Nejo KI-Zusammenfassung
Supporting business development and analyzing client/prospect opportunities for global investment management. Solid investment and capital markets knowledge required. Flexible work schedule, on-hand training.
Anforderungen
- Ability to work independently
- Work in a fast-paced, team-oriented environment
- Adaptability to changing priorities and time pressure
- Solid knowledge of investments
- Solid understanding of capital markets and/or investment products
- Clear understanding of the local market
- Strong academic background
- Progress towards professional qualification (e.g. CFA/CAIA or equivalent)
- Excellent verbal and written English language skills
- Other languages including French and Swiss German advantageous
- Self-motivation
- Creativity
- Enthusiasm
- Natural collaborator
- Ability to work well in a small team
- Strong interpersonal skills
Aufgaben
- Support business development activities
- Assess and support prospect and cross-selling opportunities
- Maintain and update client CRM data
- Analyse opportunities for clients and prospects
- Oversee and coordinate information requests
- Work with internal stakeholders to meet client expectations
- Ensure deadlines are met under time pressure
- Pull and analyse data from various applications
- Respond to client enquiries and requests
- Conduct analysis of client portfolios
- Initiate investigations and respond to inquiries
- Coordinate prospect reporting and presentations
- Prepare high-impact client and prospect materials
- Participate in client, consultant, and prospect meetings
- Act as a point of contact for client organizations
- Coordinate key client communications
- Support organization of client roadshows and review meetings
- Capture and maintain client data in internal systems
- Qualify and coordinate RFI/DDQ/RFP requests
- Develop understanding of investment approaches
- Champion data accuracy and insight-driven reporting
- Update requirements for existing accounts
- Create new templates during onboarding
- Work with CSO team on operational questions
- Collaborate with Funds Group for fund prospecting and servicing
Berufserfahrung
- 2 - 3 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – ist ein Plus
- Schweizerdeutsch – ist ein Plus
Benefits
Weiterbildungsangebote
- On-hand training
Mentoring & Coaching
- Support from senior stakeholders
Flexibles Arbeiten
- Flexible work schedule
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens WELLINGTON MANAGEMENT erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- Mercer
Investment Solution Sales(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Deutsche Bank
Relationship Manager, Director(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Rothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Mercer
Praktikant:in – Investment Analyst(m/w/x)
VollzeitPraktikummit HomeofficeZürich
WEWELLINGTON MANAGEMENT
Relationship Analyst(m/w/x)
Zürich
Vollzeitmit HomeofficeBerufserfahren
Nejo KI-Zusammenfassung
Supporting business development and analyzing client/prospect opportunities for global investment management. Solid investment and capital markets knowledge required. Flexible work schedule, on-hand training.
Anforderungen
- Ability to work independently
- Work in a fast-paced, team-oriented environment
- Adaptability to changing priorities and time pressure
- Solid knowledge of investments
- Solid understanding of capital markets and/or investment products
- Clear understanding of the local market
- Strong academic background
- Progress towards professional qualification (e.g. CFA/CAIA or equivalent)
- Excellent verbal and written English language skills
- Other languages including French and Swiss German advantageous
- Self-motivation
- Creativity
- Enthusiasm
- Natural collaborator
- Ability to work well in a small team
- Strong interpersonal skills
Aufgaben
- Support business development activities
- Assess and support prospect and cross-selling opportunities
- Maintain and update client CRM data
- Analyse opportunities for clients and prospects
- Oversee and coordinate information requests
- Work with internal stakeholders to meet client expectations
- Ensure deadlines are met under time pressure
- Pull and analyse data from various applications
- Respond to client enquiries and requests
- Conduct analysis of client portfolios
- Initiate investigations and respond to inquiries
- Coordinate prospect reporting and presentations
- Prepare high-impact client and prospect materials
- Participate in client, consultant, and prospect meetings
- Act as a point of contact for client organizations
- Coordinate key client communications
- Support organization of client roadshows and review meetings
- Capture and maintain client data in internal systems
- Qualify and coordinate RFI/DDQ/RFP requests
- Develop understanding of investment approaches
- Champion data accuracy and insight-driven reporting
- Update requirements for existing accounts
- Create new templates during onboarding
- Work with CSO team on operational questions
- Collaborate with Funds Group for fund prospecting and servicing
Berufserfahrung
- 2 - 3 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – ist ein Plus
- Schweizerdeutsch – ist ein Plus
Benefits
Weiterbildungsangebote
- On-hand training
Mentoring & Coaching
- Support from senior stakeholders
Flexibles Arbeiten
- Flexible work schedule
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens WELLINGTON MANAGEMENT erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
WELLINGTON MANAGEMENT
Branche
FinancialServices
Beschreibung
Wellington Management offers comprehensive investment management capabilities across global capital markets, providing tailored solutions to institutional clients worldwide.
Noch nicht perfekt?
- Wellington Management
Relationship Analyst(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenZürich - Mercer
Investment Solution Sales(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Deutsche Bank
Relationship Manager, Director(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Rothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Mercer
Praktikant:in – Investment Analyst(m/w/x)
VollzeitPraktikummit HomeofficeZürich