Analyst, APAC Relationship Management (Hong Kong and Southeast Asia)
Core
Support investor relations, client servicing, and investor operations for institutional clients and prospects in Hong Kong and Southeast Asia.
Role type
Analyst, APAC Relationship Management
Builds
Client engagement, CRM management, investor reporting, and fundraising support
Domain
Private markets / Alternative investments / Institutional finance
Deliverable
client delivery
Required skills
Investor relations, CRM management, market research, due diligence coordination, client reporting, data management
Preferred skills
Salesforce proficiency, knowledge of alternative investment products
Technologies
Salesforce, Microsoft Office
Responsibilities
Track investor meetings and maintain CRM records, participate in client meetings and gather feedback, support senior Relationship Managers with inquiries and data requests, conduct market and competitive research, assist with investor due diligence and reporting materials
Seniority
Junior IC