Relationship Analyst
About Us
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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
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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...
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