Analyst/Associate, APAC Relationship Management
Core
Support investor relationship management and client servicing activities for institutional investors in Australia.
Role type
Analyst/Associate, APAC Relationship Management
Builds
High-quality client experience and investor servicing for Australia-based institutional investors
Domain
Asset Management / Private Markets / Institutional Investor Relations
Deliverable
client delivery
Required skills
Investor relationship management, due diligence coordination, CRM management, client reporting, market research, stakeholder coordination
Preferred skills
Alternative investments knowledge, Salesforce proficiency
Technologies
Salesforce, Microsoft Office
Responsibilities
Coordinate investor requests, DDQs, RFPs, and data requests; Maintain CRM systems and investor records; Participate in client meetings and prepare materials; Respond to investor inquiries; Assist with post-investment reporting and communications; Conduct market and industry research; Support investor events and roadshows
Seniority
Mid-level IC (5+ years experience)