Wellington Management
Relationship Analyst(m/w/x)
Full-timeWith HomeofficeExperienced
Zürich
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WEWELLINGTON MANAGEMENT
Relationship Analyst(m/w/x)
Zürich
Full-timeWith Home OfficeExperienced
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 2 - 3 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- French – is a plus
- Swiss German – is a plus
Benefits
Learning & Development
- On-hand training
Mentorship & Coaching
- Support from senior stakeholders
Flexible Working
- Flexible work schedule
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of WELLINGTON MANAGEMENT and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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WEWELLINGTON MANAGEMENT
Relationship Analyst(m/w/x)
Zürich
Full-timeWith Home OfficeExperienced
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 2 - 3 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- French – is a plus
- Swiss German – is a plus
Benefits
Learning & Development
- On-hand training
Mentorship & Coaching
- Support from senior stakeholders
Flexible Working
- Flexible work schedule
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of WELLINGTON MANAGEMENT and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
WELLINGTON MANAGEMENT
Industry
FinancialServices
Description
Wellington Management offers comprehensive investment management capabilities across global capital markets, providing tailored solutions to institutional clients worldwide.
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