Institutional Relationship Analyst — Canada (Toronto)

Wellington Management Co; Toronto; Hybrid; CAD 60,000 - 90,000; Full time

Job summary

Wellington Management Co in Toronto is seeking a Relationship Analyst to support the Americas Institutional Group. You will work with Business Developers and Relationship Managers to support opportunities and relationships across institutional and wealth channels in Canada.

You will coordinate client communications, prepare high-impact materials, monitor inquiries, and maintain client data across internal systems.

Qualifications

• 1-3 years of relevant client service experience, preferably within the Investment Management industry.
• Experience working with institutional or wealth clients is a plus.
• Demonstrate a solid understanding of capital markets and/or investment products, coupled with intellectual curiosity.
• Self-motivated and proactive, with the ability to manage multiple projects efficiently.
• Thrives in a fast-paced, collaborative environment as part of a global team, requiring focus, teamwork, and creativity.
• Strong analytical skills, attention to detail, and organization.
• Excellent communication, problem-solving skills, and judgment.
• Professional demeanor with maturity, presence, and a sense of humor.

Responsibilities

• Driving the preparation of high impact presentations of standard and/or customized client and prospect presentation materials, briefings, collateral materials, meeting notes, and follow ups required for external meetings.
• Participating in client, consultant and prospect meetings and conference calls as appropriate.
• Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulatory considerations, and fees.
• Acting as a point of contact for various groups within consultant and client organizations.
• Coordinating key client communications, acting as a trusted liaison between clients and internal teams.
• Capturing and maintaining client data in relevant internal systems.
• Collecting information to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities.
• Qualifying and coordinating RFIs, DDQs and RFPs, working with internal teams to deliver comprehensive responses.
• Developing an understanding of the depth and breadth of Wellington Management’s investment approaches and those products most relevant to the institutional channel.
• Championing data accuracy and insight-driven reporting, leveraging the DMP for client reporting, updating requirements on existing accounts and creating new templates during onboarding.

Skills

Strong analytical skills

Excellent communication

Problem-solving skills

Team collaboration

Education

Bachelor’s degree

Advanced degree or progress toward CAIA CFA or MBA

Tools

Microsoft Excel

Microsoft Word

Salesforce

Job description

Wellington Management Co in Toronto is seeking a Relationship Analyst to support the Americas Institutional Group. You will work with Business Developers and Relationship Managers to support opportunities and relationships across institutional and wealth channels in Canada.

You will coordinate client communications, prepare high-impact materials, monitor inquiries, and maintain client data across internal systems.