Relationship Analyst

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 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 POSITION

We are seeking a dynamic Relationship Analyst (RA) to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Canada region. The Analyst, based in our Toronto office, will work closely with Business Developers and Relationship Managers to support opportunities and relationships across institutional and wealth channels in the Canada region.

RESPONSIBILITIES

The RA will work closely with members of the AIG-Canada team on a portfolio of assigned consultant and client accounts. Commanding a thorough knowledge of our business, and the interpersonal skills to deal effectively with institutional clients and consultants, they will conduct analysis on client accounts, initiate investigations, respond to inquiries on a variety of topics, and perform other tasks as appropriate. They will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests, collaborating closely with our Product Management, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting teams.

• 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 Requests for Information (RFI), Due Diligence Questionnaires (DDQ) and Requests for Proposals (RFP), 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 (Delivery Management Platform) for client reporting, updating requirements on existing accounts and creating new templates during onboarding, working in close partnership with our Client Service Operations teams

QUALIFICATIONS

A successful candidate is likely to have the following 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.
• A positive attitude and growth mindset, with flexibility and openness to learning and evolving.
• Proficient in Microsoft Excel and Word; Salesforce experience preferred.
• Bachelor’s degree required; advanced degree or progress toward CAIA, CFA, or MBA is a plus.

CAREER DEVELOPMENT / WHY WELLINGTON

At Wellington Management, you won’t just be starting a new job - you’ll be launching a career at one of the world’s largest and most respected active investment managers. With roots tracing back to 1928, we manage client solutions across equities, fixed income, hedge funds, and private markets. Our clients include some of the largest and most sophisticated institutional investors globally.

As a Relationship Analyst, you’ll gain:

• Unparalleled exposure to global investment strategies and institutional client needs
• Hands-on experience supporting business development and relationship management in one of the world’s most dynamic financial hubs
• Mentorship and collaboration with seasoned professionals across investment, operations, and client service teams
• A front-row seat to how investment decisions are communicated, structured, and supported for world-class clients

JOB DETAILS

JOB TITLE: Relationship Analyst

JOB FAMILY: Relationship Management

LOCATION: Toronto

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. 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 [e-mail]. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. For more information, please visit https://www.wellington.com/en/