Relationship Analyst

Wellington Management Company; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

Wellington Management is seeking a dynamic Relationship Analyst based in Toronto to support the Americas Institutional Group's Canada region. You will work with Business Developers and Relationship Managers to help manage institutional and wealth client relationships and prepare tailored client materials.

The role emphasizes analytical rigor, presentation development, and cross-functional collaboration with Product Management, Legal, Risk, Finance and Client Reporting teams as you help maintain

Qualifications

• 1-3 years of client service experience in investment management.
• Solid understanding of capital markets and investment products.
• Strong analytical, organizational and communication skills.
• Proactive, collaborative, and able to manage multiple projects.
• Proficient in Excel; Salesforce experience preferred.

Responsibilities

• Prepare high-impact client and prospect presentations.
• Support client and consultant meetings and calls.
• Analyze client accounts and respond to inquiries.
• Coordinate reporting, onboarding, and ad hoc requests.
• Maintain client data and assist in RFIs, due diligence, and RFPs.
• Collaborate with internal teams on product and market information.
• Develop understanding of Wellington's investment approaches.
• Ensure data accuracy and insightful client reporting.

Skills

Client service

Capital markets knowledge

Analytical skills

Communication skills

Teamwork

Excel and Word

Salesforce experience

Education

Bachelor's degree

CAIA/CFA/MBA progress a plus

Tools

Salesforce

Microsoft Excel

Microsoft Word

Job description

About Us

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 60 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.

About the Role

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.

Primary responsibilities will include:

• 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 a