Relationship Analyst
Core
Support and strengthen relationships with institutional clients utilizing Private Placed Japanese ITM platforms, assisting in business development, client servicing, and operational oversight. (via careerplan.io/jobs/R94234-2-relationship-analyst-at-wellington)
Role type
Relationship Analyst (Institutional Client Services)
Builds
Private Placed Japanese ITM funds and related client services
Domain
Investment Management / Japanese Institutional Markets
Deliverable
client delivery
Required skills
Japanese ITM product knowledge, operational oversight, documentation management, client prospecting, stakeholder coordination, regulatory compliance support
Preferred skills
CFA designation progress, trust bank or fund accounting background
Technologies
Bloomberg, Salesforce, Microsoft Office
Responsibilities
Support governance of ITM product management framework and oversee vendor relationships; manage end-to-end documentation for fund activities; oversee day-to-day ITM fund operations (NAV, subscriptions/redemptions); respond to client inquiries; build and maintain client/prospect relationships; support sales lifecycle and RFP coordination
Seniority
Mid-level IC