Institutional Relationship Analyst (Toronto) – Hybrid

Wellington Management; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

Wellington Management in Toronto seeks a Relationship Analyst to join Americas Institutional Group, Canada region. The role supports business developers and relationship managers, handling client accounts, reporting, and pipeline development across institutional and wealth channels.

The RA will coordinate responses to RFIs, DDQs, and RFPs, prepare high-impact presentations, and liaise with product management, legal, and risk teams.

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, coupled with intellectual curiosity.
• Self-motivated and proactive, with the ability to manage multiple projects efficiently.
• 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 client and prospect materials and meeting notes.
• Participating in client, consultant and prospect meetings and conference calls.
• Conducting analysis, initiating investigations and responding to inquiries on a wide variety of topics.
• Coordinating key client communications and acting as a liaison between clients and internal teams.
• Capturing and maintaining client data in internal systems.
• Collecting information to build a strong pipeline of prospects and opportunities.
• Qualifying and coordinating RFIs, DDQs and RFPs with internal teams.
• Developing understanding of Wellington's investment approaches for institutional channels.

Skills

Client service experience

Capital markets knowledge

Analytical skills

Excel

Salesforce experience

Communication skills

Team collaboration

Education

Bachelor's degree

CAIA/CFA/MBA progress

Tools

Microsoft Excel

Microsoft Word

Salesforce

Job description

Wellington Management in Toronto seeks a Relationship Analyst to join Americas Institutional Group, Canada region. The role supports business developers and relationship managers, handling client accounts, reporting, and pipeline development across institutional and wealth channels.

The RA will coordinate responses to RFIs, DDQs, and RFPs, prepare high-impact presentations, and liaise with product management, legal, and risk teams.