Relationship Analyst
Core
Support growth and strengthen relationships with institutional clients in the Australia and New Zealand market by coordinating business development activities and managing client onboarding.
Role type
Senior IC relationship analyst (institutional sales support)
Builds
New client onboarding, pitch materials, and client service delivery for institutional accounts
Domain
Global capital markets / Investment management / Institutional sales
Deliverable
client delivery
Required skills
Client relationship management, RFP/RFI coordination, CRM data management, stakeholder collaboration, market trend analysis, time prioritization
Preferred skills
Buy-side experience, knowledge of hedge funds/private investments, CFA progress, AI/digital tool application
Technologies
Salesforce, Bloomberg, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Coordinate end-to-end support for new business opportunities including RFPs and pitch materials; Partner with Business Developers and Relationship Managers on client onboarding; Respond to client inquiries on portfolio, products, and market trends; Capture and maintain client data in CRM systems; Build internal network relationships and manage cross-functional stakeholders
Seniority
Mid-level, hands-on IC
