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Added 2 mins ago
Events & Field Marketing Manager
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Relationship Analyst
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Coordinating key client communications, acting as a trusted liaison between clients and internal teams
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Wellington Management

Relationship Analyst

Toronto, ON, Canada

Full-time

Apply on wellington.wd5.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Education: Bachelor’s degree
Experience: 1-3 years of relevant client service experience, preferably within the Investment Management industry.
Posting language: English
Posted: Nov 11, 2026

Original 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.

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 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

If you’re driven, detail-oriented, and excited to grow in a fast-paced, global environment - we’d love to hear from you.

JOB TITLE

Relationship Analyst

JOB FAMILY

Relationship Management

LOCATION

Toronto

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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 GMWTalentOperations@wellington.com.

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.

Apply on wellington.wd5.myworkdayjobs.com About employer

More about this job

Responsibilities

The Relationship Analyst will support the Americas Institutional Group by managing client accounts, preparing high-impact presentations, and coordinating prospect reporting. They will act as a liaison between clients and internal teams while conducting analysis on market trends, investment guidelines, and product-specific information.

Requirements

Candidates should have 1-3 years of relevant client service experience, preferably within the investment management industry. A bachelor's degree is required, and proficiency in Microsoft Office and Salesforce is highly preferred.

Skills

Client service
Investment management
Capital markets
Presentation preparation
Data analysis
Relationship management
Sales support
Microsoft Excel
Microsoft Word
Salesforce
Communication
Problem-solving
Attention to detail
Project management
Regulatory knowledge

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Institutional Sales
Relationship Analyst
Capital Markets
Client Reporting
RFI
RFP
DDQ
Portfolio Management
Salesforce
Microsoft Excel
Microsoft Word
CFA
CAIA
MBA
Wealth Channels
Consultant Relations
Data Accuracy
Business Development
Regulatory Considerations
Investment Approaches
Client Service Operations
Institutional Investors
Financial Hub
Active Investment Manager

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Work requirements

Jobs in Canada