Business Development Analyst

Wellington Management Company, LLP
Boston, MA, USA
Apr 03, 2018
Apr 05, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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 50 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.


The Global Relationship Group has an opening for a Business Development Analyst (BDA) on the US Financial Intermediaries team.  The BDA works closely with the team's Business Developers supporting our sales initiatives in the sub-advisory channel and the direct distribution of Wellington's hedge funds through financial advisors and private banking networks.  Business Developers work closely with prospects and clients to identify and implement investment solutions to meet their needs. A great deal of preparation goes into every meeting, proposal and product presentation, and BDAs are integral to the process.

BDAs have a broad range of responsibilities including collecting and analyzing prospect, competitor and industry information, participating in client/prospect calls and meetings, and creating comprehensive responses to and materials for presentations, RFPs and other client requests. The BDA also collects information necessary to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities. The role requires frequent communication and interaction with Business Developers, Relationship Managers, Product Management, Legal Services, Compliance, Finance, Portfolio Management, Wellington Funds Group, and the Client Service Group.


The BDA will work closely with the team's Business Developers to accomplish the following:
  • Serve as a contact for prospects/clients and for Wellington Management in this territory
  • Prepare briefing package and presentation materials for prospect calls and meetings
  • Respond to ad-hoc prospect inquiries and follow-up questions from meetings
  • Schedule, coordinate and participate in prospect calls and onsite visits
  • Conduct deep analysis on potential client and prospect new business opportunities
  • Respond to Requests for Proposal by working with Product Management, the Client Service Group, and other subject matter experts to ensure that each RFP is completed thoroughly
  • Maintain an understanding of competitive peer groups and conduct peer analysis through Morningstar Direct, Lipper, eVestment, and Strategic Insight databases
  • Follow trends in the industry and report findings to the team
  • Work with the Relationship teams, Legal, Finance, Product Management and Senior Management to resolve any issues surrounding 40-Act requirements, contracts, and fees
  • Develop an understanding of the depth and breadth of Wellington Management's product offerings
  • Navigate various internal data systems confidently, using creativity to build reports, source data points, and independently pull together compliant responses to prospect due diligence requests
  • Work closely with marketing compliance team on non-standard presentation materials, RFPs, and other ad hoc requests to ensure content follows marketing guidelines and adheres to the firm and GIPS compliance standards
  • Ensure WMA compliance in all relevant selling activity on behalf of the Business Developers


The Business Development Analyst will work in a fast-paced environment requiring focus, creativity, and problem solving skills. The ideal candidate will possess 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. The candidate should also be very comfortable in an external role talking to and interacting with prospects and clients.  A large portion of the work is self-directed and requires an individual who can work independently under tight time constraints and evolving priorities.

The successful candidate will have a bachelor's degree with preference given to candidates with progress toward the CFA designation, MBA or other graduate level degree. The candidate should have at least three years prior experience in the investment industry. A positive attitude, terrific work ethic, very strong attention to detail, and sense of humor are absolutely required.

Business Development Analyst

Business Development

280 Congress

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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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