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Wellington Relationship Analyst in Boston, Massachusetts

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Job Description

The Relationship Analyst (‘RA’) will be accountable for coordinating client related activities within our Client Group, working with the relationship teams as well as other Wellington line functions to ensure that we successfully deliver on the agreed upon operating and reporting requirements of each of our client relationships.


The RA provides timely and accurate support to the firm’s Financial Intermediaries Group clients. The analyst will work closely with all members of the group as well as many other functional areas of the firm, on a portfolio of assigned accounts. He/she will coordinate and conduct analysis of client portfolios, respond to inquiries on a wide variety of topics, and perform other tasks as appropriate. Key responsibilities include:

  • Develop an understanding of the fundamentals of Wellington’s investment approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting.

  • Develop an expertise in the sub advisory channel for the Financial Intermediaries Group regarding clients’ investments to develop and deliver product-level content in client reporting.

  • Build and maintain strong relationships with appropriate client/prospect contacts and participate in external meetings as appropriate.

  • Build internal network relationships and manage internal stakeholders for effective collaboration.

  • Prepare briefing packages and presentation materials for client calls and meetings.

  • Coordinate and/or execute operational inquiries and changes of the client relationship such as client on-boarding, client portfolio closures, client transitions, guideline changes, benchmark changes, etc.

  • Conduct analysis on potential new business opportunities.

  • Maintain an understanding of competitive peer groups and conduct peer analysis, business management, and strategy work.

  • Willingness to pitch in during peak periods across the team and potentially for other teams in the Client Group.

  • Eventually contribute to project work and initiatives that advance the group and firm forward.


·Must be able to work in a fast-paced environment requiring focus, creativity, and problem-solving skills

·Strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects

·The job entails extensive written and analytical work, thus proficiency using both Microsoft Excel and Word are required and experience with Salesforce is a plus

·A bachelor's degree required with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree.

·At least two years prior experience in the investment industry

·A positive attitude, terrific work ethic, very strong attention to detail, and sense of humor are required.

·Must be self-directed and requires an individual who can work independently under tight time constraints and evolving priorities.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 65,000 - 150,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

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