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 global investment management for institutional clients, analyzing opportunities, and coordinating information requests. 2-3 years client service experience required. On-hand training and senior stakeholder support.
Requirements
- 2-3 years relevant client service experience
- Investment Management industry experience advantageous
- Experience with institutional clients and consultants advantageous
- Solid understanding of capital markets and/or investment products
- Clear understanding of the local market
- Strong academic background
- Progress towards CFA/CAIA or equivalent advantageous
- Excellent verbal and written English 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 and relationship management activities
- Maintain and update client CRM data
- Analyze opportunities for clients and prospects
- Coordinate completion of information requests
- Work with internal stakeholders to meet client expectations
- Ensure deadlines are met under time pressure
- Conduct analysis of client portfolios
- Initiate investigations and respond to inquiries
- Coordinate prospect reporting and presentations
- Handle account maintenance and ad hoc requests
- Prepare high-impact client and prospect presentation materials
- Participate in client, consultant, and prospect meetings
- Act as a point of contact for client organizations
- Coordinate key client communications
- Support local Relationship and Business Development Managers
- Organize client roadshows and review meetings
- Capture and maintain client data in internal systems
- Qualify and coordinate RFI, DDQ, and RFP requests
- Develop understanding of investment approaches and products
- Champion data accuracy and insight-driven reporting
- Update requirements for existing accounts
- Create new templates during onboarding
- Work with Investec team for SMA onboarding
- Provide responses to operational questions
- Support fund prospecting, onboarding, 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
Other Benefits
- Equal opportunity employer
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 global investment management for institutional clients, analyzing opportunities, and coordinating information requests. 2-3 years client service experience required. On-hand training and senior stakeholder support.
Requirements
- 2-3 years relevant client service experience
- Investment Management industry experience advantageous
- Experience with institutional clients and consultants advantageous
- Solid understanding of capital markets and/or investment products
- Clear understanding of the local market
- Strong academic background
- Progress towards CFA/CAIA or equivalent advantageous
- Excellent verbal and written English 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 and relationship management activities
- Maintain and update client CRM data
- Analyze opportunities for clients and prospects
- Coordinate completion of information requests
- Work with internal stakeholders to meet client expectations
- Ensure deadlines are met under time pressure
- Conduct analysis of client portfolios
- Initiate investigations and respond to inquiries
- Coordinate prospect reporting and presentations
- Handle account maintenance and ad hoc requests
- Prepare high-impact client and prospect presentation materials
- Participate in client, consultant, and prospect meetings
- Act as a point of contact for client organizations
- Coordinate key client communications
- Support local Relationship and Business Development Managers
- Organize client roadshows and review meetings
- Capture and maintain client data in internal systems
- Qualify and coordinate RFI, DDQ, and RFP requests
- Develop understanding of investment approaches and products
- Champion data accuracy and insight-driven reporting
- Update requirements for existing accounts
- Create new templates during onboarding
- Work with Investec team for SMA onboarding
- Provide responses to operational questions
- Support fund prospecting, onboarding, 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
Other Benefits
- Equal opportunity employer
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
The company offers comprehensive investment management capabilities across global capital markets, serving institutional clients in over 60 countries.
Not a perfect match?
- WELLINGTON MANAGEMENT
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Full-timeWith HomeofficeSeniorZürich - Rothschild & Co
Assistant Intermediaries & Service Desk(m/w/x)
Full-timeWith HomeofficeJuniorZürich - Rothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Full-timeWith HomeofficeSeniorZürich