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- 仕事内容
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The Global Relationship Group (“GRG”) in Japan works directly with clients, consultants, and prospects in the Pensions, Financial Intermediaries, and Financial Reserves markets to develop and advance the business strategy for each of the team’s relationships. GRG’s mission to meet and/or exceed the service expectations of our clients. GRG members work cross functionally within Wellington Management to help deepen the relationships with clients, consultants, and prospects.
Relationship Analysts (RAs) work for one of our business channel and must be knowledgeable about the markets in which their clients operate. RAs collaborate with Business Developers, Relationship Managers, Account Managers, Business Manager and other Analysts as a team to interact frequently with clients: by phone, via written communication, and in-person.
The position open at this time will focus on managing and growing relationships within Financial Institutions, and other channels. In time, the successful candidate may advance from Relationship Analyst to other client-facing roles, including Account Manager.
Role and responsibilities：
This position is responsible for supporting our relationship management efforts. Accordingly the Analyst will work closely with Relationship Managers in support of a number of assigned clients, responding to ad hoc inquiries, undertaking market research, and preparing for client meetings.
This position has frequent interaction with clients and will be expected to conduct analysis, initiate research, and respond to inquiries on a wide range of topics, often under significant time pressure.
Incorporating product knowledge with firm awareness, the Analyst will be required to effectively communicate client expectations with a variety of internal constituents including: investment administration, legal and compliance, portfolio management, product management, client administration, trading and other functions. Some travel may be required. - 必要経験
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The successful candidate will be passionate about both client service and investments, and be knowledgeable about the global capital markets or possess a strong interest in acquiring such knowledge. An interest in the business of investment management, a desire to work in a team-based and collaborative environment, and an analytical orientation are also required.
・A minimum of 3 – 5 years of professional experience, with basic investment and capital market knowledge
・Previous, direct experience supporting client relationship will also be viewed positively
・Strong verbal and writing skill in English is required
・An MBAs or CFA (or progress towards either) would be viewed favorably
・Sound business judgment, strong communication skills, and the ability to express oneself in both individual and group settings are a must. Likewise, the ability to communicate in a creative manner is a required skill set.
The successful candidate will be one who meets the above criteria, is committed to the success of the team, and takes a long term view of their career. - 予定年収
- 別途ご案内致します
- 予定勤務地
- 東京
- 企業名
- 社名非公開 : 世界トップクラスの外資系資産運用会社
- 企業の特徴
- 世界トップクラスの独立系投資顧問会社。65カ国に及ぶ機関投資家（公的基金、中央銀行、保険会社、財団、基金、ミューチュアル・ファンド・スポンサー、年金基金等）に投資運用サービスを提供。受託資産額は約10,190億ドル。ブローカー業務や融資業務、引受業務は行わず、投資運用に専念。投資対象はグローバルな株式、債券から通貨、商品に至るまで多岐にわたる。
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