Relationship Analyst - Dubai
Core
Centralized coordination of client and consultant relationships, supporting business development and delivering service alpha for institutional investors in the Middle East.
Role type
Relationship Analyst (Institutional Client Services)
Builds
Client reporting, presentations, and operational support for global investment strategies
Domain
Asset Management / Institutional Investment / Middle East Markets
Deliverable
client delivery
Required skills
Client relationship management, data analysis, CRM management, RFI/DDQ/RFP coordination, investment product knowledge, market research, presentation creation
Preferred skills
CFA/CAIA progress, Arabic language proficiency, Middle East market expertise
Technologies
DMP (Delivery Management Platform), internal CRM systems
Responsibilities
Conduct analysis of client portfolios and respond to inquiries, prepare high-impact presentations and briefing materials, coordinate prospect reporting and account maintenance, act as liaison between clients and internal teams, support client roadshows and review meetings, capture and maintain client data, qualify and coordinate RFI/DDQ/RFP requests
Seniority
Junior to Mid-level, hands-on IC