Client Analyst

Wellington Management Company, LLP
Singapore, Singapore
29 Sep 2022
19 Oct 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

About the Role

The Company Tracing our roots to 1928, Wellington Management is one of the world's largest independent investment management firms. With more than US$1 trillion in assets under management as of 30 September 2021, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. 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. Overview
The Client Service Management (CSM) team is a part of the Client Group at Wellington Management and contributes to the firm's mission by delivering first class client service across the full breadth of business channels and markets. The Client Analyst will work closely with Client Service Managers in managing overall service delivery and driving the resolution of client service queries, leveraging and coordinating with other line functions within the firm as appropriate so as to deliver the agreed upon servicing requirements of each of our clients.
This role will be based in Singapore and will primarily focus on servicing our institutional separate account clients across Asia ex Japan. Key Responsibilities
The core components of the role are to:
  • Act on client instructions or research and respond to client inquiries on a wide range of topics including portfolio data, statistics, and operational queries such as cashflows, guideline compliance, overdrafts, fees, etc
  • Work closely with the CSMs on all client onboarding/restructuring/offboarding activities (eg AML/KYC, client documentation, operational workflow)
  • Negotiate and set up client reporting deliverables/changes, in discussions with the relevant teams
  • Assist with mandate changes/maintenance activities in accordance with established procedures eg guideline changes, authorized signatories, benchmark changes, ongoing AML/KYC monitoring, etc
  • Manage responses to client questionnaires on existing mandates, as well as logistics and materials for operational due diligence meetings.
  • Maintain strong relationships with client/consultant contacts and participate in external meetings as appropriate
Advanced Responsibilities:
  • Host operational meetings with clients
  • Become involved in special projects
  • Coach and mentor more junior team members
Additional requirements for the role include:
  • Collaboration - Work in active partnership with others in the Client Platform, the Investment Platform and the Infrastructure Platform teams (both locally and globally) to efficiently fulfill client requests and maintain high servicing standards
  • Content - Demonstrate a sound knowledge of investment markets, Wellington Management's investment strategies and product offerings, particularly those in which clients are invested, plus an in-depth knowledge of local regulations and client servicing procedures, i.e. "how to get things done" for clients
  • Stewardship - Work with CSMs to effectively balance the needs of each client with the capabilities and resources of Wellington Management
  • Execution - Knowledge of and accurate implementation of our internal processes and risk controls
The Client Analyst should have a minimum 3-5 years of professional experience in the financial services industry, with a sound foundation of investment and capital markets knowledge. Previous or direct experience in an operations function or supporting institutional separate account client relationships is viewed positively.

In addition, the candidate should possess the following:
  • Exceptional project management/organizational skills with a strong detail-orientation, including the ability to follow through, multi-task, be consistently responsive, and to manage changing priorities while meeting often strict deadlines
  • Sound business judgement, problem-solving skills and intellectual curiosity
  • Strong interpersonal and verbal/written communication skills and the ability to express oneself in both individual and group settings are a must
  • Fluency in spoken and/or written Mandarin will be beneficial
  • Positive and pro-active attitude, flexibility, and a sense of humor
  • Ability to work collaboratively with diverse individuals across our client base and global offices
  • A college degree is required and a CFA/CAIA (or progress towards these qualifications) is viewed favorably
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 race, 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 .
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