【ウエリントン・マネージメント】Relationship Analyst, Japan
仕事内容
Role
The Client Group in Japan has an opening for a Relationship Analyst (“RA”). The successful candidate will be an integral member of our Japan team and will be primarily responsible for supporting and strengthening our relationships with the clients.
Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the RA will work closely with the business team. The RA will assist and partner in the core aspects of business development, relationship management, and client servicing, including:
Prospecting support – qualifying and coordinating aspects of the sales lifecycle, including qualification of opportunities, RFP coordination, pitch material coordination, follow ups.
Client/prospect meeting life cycle – coordination and preparation for meetings – materials, briefing notes, meeting notes, follow ups.
Respond to client/prospects inquiries on a wide range of topics (product, portfolio, market/investment content related, servicing, etc.), often under significant time pressure.
Build and maintain strong relationships with appropriate client/prospect contacts and participate in external meetings as appropriate.
Build their internal network relationships and manage internal stakeholders for effective collaboration.
Incorporating product knowledge with firm awareness, the Analyst will be required to effectively communicate client expectations with a variety of internal constituents including portfolio services, legal and compliance, portfolio management, product management, investment operations, trading, and other functions.
応募資格(必須経験など)
Qualifications
The successful candidate will have:
A passion for learning about the global capital markets
In-depth knowledge of equity, fixed income, and/or multi-asset investment products is strongly preferred
Interest in the business of investment management, a desire to work in a team-based and collaborative environment, and an analytical/problem-solving orientation are required
The successful candidate should be organized and have strong attention to details; strong multi-
tasking and time management skills;
Ability to deliver at a high capacity to improve productivity and efficiency;
Is a self-starter and able to work independently; mature and strong professionalism.
Candidates should possess:
a demonstrable track record of achievement, capacity for differentiated thinking, strong work ethic, and the willingness to work with others
Strong presentation skills and client-facing experience are highly preferred.
Other required qualifications include:
3+ years of relevant experience in analytical roles within the investment industry
Direct buy-side experience supporting institutional client relationships in Japan 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
Demonstrate excellent communication skills, both oral and written in both English and Japanese
Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel