Relationship Analyst (Investment Management)

Location: Toronto, Ontario, Canada. Hybrid schedule with work from the office 4 days per week and flexibility to work remotely 1 day per week.

Company

hirify.global is a private-partnership investment manager providing institutional investment solutions across global capital markets, including equities, fixed income, hedge funds, and private markets.

What you will do

• Support Business Developers and Relationship Managers across institutional and wealth channels in the Canada region.
• Analyze client accounts, investigate questions, and respond to internal and external inquiries on portfolios, products, investment guidelines, market trends, regulatory considerations, and fees.
• Prepare client and prospect presentations, briefings, collateral, meeting notes, and follow-ups; participate in client, consultant, and prospect meetings.
• Coordinate client communications, account maintenance, reporting, data updates, and internal collaboration across Product Management, Legal, Enterprise Risk, Finance, Portfolio Management, and Client Reporting.
• Qualify and coordinate RFIs, DDQs, and RFPs, working with internal teams to deliver responses.
• Maintain prospect pipelines and client reporting requirements, using the Delivery Management Platform to update accounts and create onboarding templates.

Requirements

• 1–3 years of relevant client service experience, preferably in investment management; institutional or wealth-client experience is a plus.
• Solid understanding of capital markets and/or investment products, combined with intellectual curiosity.
• Self-motivated and proactive, with the ability to manage multiple projects in a fast-paced, collaborative global environment.
• Strong analytical, organizational, attention-to-detail, communication, problem-solving, and judgment skills.
• Professional demeanor with maturity, presence, and a sense of humor; positive attitude, growth mindset, flexibility, and openness to learning.
• Proficiency in Microsoft Excel and Word.
• Bachelor’s degree required.

Nice to have

• Salesforce experience.
• Advanced degree or progress toward CAIA, CFA, or MBA.

Culture & Benefits

• Mentorship and collaboration with professionals across investment, operations, and client service teams.
• Exposure to global investment strategies, institutional client needs, business development, and relationship management.
• Opportunity to develop knowledge of investment approaches and products relevant to institutional clients.
• Hybrid working arrangement with four office days and one flexible remote day per week.
• Equal opportunity workplace with accommodation support available for candidates with disabilities.