Hybrid Relationship Analyst – Institutional Sales (Canada)

Wellington Management; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A global investment management firm is looking for a Relationship Analyst in Toronto to engage with institutional clients and support business development. Responsibilities include preparing presentations, conducting analyses, and maintaining client data. Candidates should have 1-3 years of client service experience, strong analytical and communication skills, and a Bachelor's degree. This role provides exposure to investment strategies and offers mentorship in a collaborative environment.

Benefits

Mentorship from seasoned professionals

Exposure to global investment strategies

Collaborative work environment

Qualifications

• 1-3 years of relevant client service experience, preferably within the Investment Management industry.
• Demonstrate a solid understanding of capital markets and/or investment products.
• Professional demeanor, strong analytical skills, attention to detail.

Responsibilities

• Support opportunities and relationships across institutional and wealth channels.
• Prepare presentations of client and prospect materials.
• Coordinate key client communications and maintain client data.

Skills

Client service experience

Understanding of capital markets

Analytical skills

Communication skills

Education

Bachelor's degree

Tools

Microsoft Excel

Salesforce

Job description

A global investment management firm is looking for a Relationship Analyst in Toronto to engage with institutional clients and support business development. Responsibilities include preparing presentations, conducting analyses, and maintaining client data. Candidates should have 1-3 years of client service experience, strong analytical and communication skills, and a Bachelor's degree. This role provides exposure to investment strategies and offers mentorship in a collaborative environment.