Jobs in Canada

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Added 12 hours ago
SS
Core Operation, Senior Associate
State Street
Toronto, ON
- Full-time
Must have a minimum of 2 years of experience at the management level in a hedge fund administration environment · Must have a minimum of 3 years experience in a hedge fund administration environment or other related financial services experience
Added 14 hours ago
TC
Associé, Investissements / Associate, Investments
Trans-Canada Capital
Montreal, QC
- Full-time
The position is based in downtown Montreal, with an in-office presence of at least 4 days per week, as well as occasional international travel
Added 15 hours ago
C
Senior Manager, Treasury Analytics
CIBC
Toronto, ON
- Full-time
The Senior Manager of Treasury Analytics plays an important role in supporting the bank’s management of consumer behavioural risk. This position offers the opportunity to contribute to the…
Added 22 hours ago
F
Business Development Representative
Fiscal.ai
Remote, Canada
- $60,000 to $80,000 CAD / year
- Full-time
- Remote
Location: Toronto, Canada (3+ days per week in office)
Added 23 hours ago
FA
Business Development Representative
Fiscal AI
Toronto, ON
- $60,000 to $80,000 CAD / year
- Full-time
Location: Toronto, Canada (3+ days per week in office)
Added 1 day ago
Senior Software Developer
SGGG Fund Services Inc.
Toronto, ON
Must have ASP.NET MVC and AngularJS experience, preference will be given to advanced knowledge
Added 1 day ago
SF
Administrative and Payroll Assistant (Contract)
SGGG Fund Services Inc.
Toronto, ON
- $58,000 to $63,000 CAD / year
- Contract
We have repeatedly earned Top Hedge Fund Administrator at the Canadian Hedge Fund Awards, and have been named to several national Great Place to Work lists.
Added 1 day ago
SF
Senior Software Developer
SGGG Fund Services Inc.
Toronto, ON
- $100,000 to $125,000 CAD / year
- Full-time
Must have ASP.NET MVC and AngularJS experience, preference will be given to advanced knowledge
Added 1 day ago
Administrative & Payroll Assistant (contract)
SGGG Fund Services Inc.
Toronto, ON
We have repeatedly earned Top Hedge Fund Administrator at the Canadian Hedge Fund Awards, and have been named to several national Great Place to Work lists.
Added 1 day ago
WM
Relationship Analyst
Wellington Management
Toronto, ON
- Full-time
…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…
Added 2 days ago
D
Software Engineering Leader
d1g1t
Toronto, ON
- Full-time
…management systems for leading investment banks, wealth managers, hedge funds, and regulators…
Added 2 days ago
Investor Services Administrator
SGGG Fund Services Inc.
Toronto, ON
We have repeatedly earned Top Hedge Fund Administrator at the Canadian Hedge Fund Awards, and have been named to several national Great Place to Work lists.
Added 2 days ago
NH
Senior Investment Analyst
North Horizon Holdings Inc.
Toronto, ON · North York, ON
- $110,000 to $150,000 CAD / year
- Full-time
North Horizon Holdings is a global investment Canadian family office. We are a value-oriented investor in public and private equities, fixed income, hedge funds and private real estate.
Added 2 days ago
MG
Senior Software Developer / Développeur de logiciels principal
Maples Group
Montreal, QC
- Full-time
The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations.
Added 2 days ago
GM
Senior Program Lead, Client Integration
G MASS
Remote, Canada
- Contract
- Remote
…alternative investment managers end to end, working across Fund Accounting, Investor Services, Operations, Technology and Business Development. They will be a trusted, senior point of…
Added 2 days ago
GM
Senior Program Lead, Client Integration
G MASS
Remote, Canada
- Contract
- Remote
…alternative investment managers end to end, working across Fund Accounting, Investor Services, Operations, Technology and Business Development. They will be a trusted, senior point of…
Added 2 days ago
GM
Senior Program Lead, Client Integration
G MASS Consulting
Halifax, NS
- Contract
…alternative investment managers end to end, working across Fund Accounting, Investor Services, Operations, Technology and Business Development. They will be a trusted, senior point of…
Added 2 days ago
GM
Senior Program Lead, Client Integration
G MASS Consulting
Toronto, ON
- Contract
…alternative investment managers end to end, working across Fund Accounting, Investor Services, Operations, Technology and Business Development. They will be a trusted, senior point of…
Added 2 days ago
GM
Vice President, Client Integration (Program/Project Manager)
G MASS Consulting
Toronto, ON
- Full-time
The client requires a strong, seasoned project manager from the fund administration or alternatives servicing space, who has been there and done it on client onboarding and transformation.…
Added 2 days ago
GM
Vice President, Client Integration (Program/Project Manager)
G MASS Consulting
Halifax, NS
- Full-time
The client requires a strong, seasoned project manager from the fund administration or alternatives servicing space, who has been there and done it on client onboarding and transformation.…
Added 2 days ago
GM
Vice President, Client Integration (Program/Project Manager)
G MASS
Remote, Canada
- Full-time
- Remote
The client requires a strong, seasoned project manager from the fund administration or alternatives servicing space, who has been there and done it on client onboarding and transformation.…
Added 2 days ago
GM
Vice President, Client Integration (Program/Project Manager)
G MASS
Remote, Canada
- Full-time
- Remote
The client requires a strong, seasoned project manager from the fund administration or alternatives servicing space, who has been there and done it on client onboarding and transformation.…
Added 3 days ago
RB
Executive Assistant
Royal Bank of Canada
Toronto, ON
- Full-time
…Asset Management (RBC GAM) is a North American-based asset manager with global scope and industry leading investment management capabilities. RBC GAM manages approximately C$700 billion in…
Added 3 days ago
Fund Accountant (BC)
SGGG Fund Services Inc.
Vancouver, BC
We are seeking an organized and detail-oriented Fund Accountant to join our BC team. Reporting to the Manager, Fund Accounting, this entry-level role supports operational excellence by…
Added 3 days ago
Senior Manager, International Banking Treasury Analytics - Global Finance
Scotiabank
Toronto, ON
As Senior Manager, International Banking Treasury Analytics, you will develop analytical tools and insights to support balance sheet, liquidity, funding, capital, investment, and hedging…

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