Relationship Analyst
Core
Supporting growth and strengthening relationships with institutional clients in the Australia and New Zealand market by coordinating business development activities and ensuring service quality.
Role type
Relationship Analyst (Institutional Business)
Builds
New business opportunities, client onboarding, and internal collaboration for institutional clients
Domain
Global capital markets, investment management, Australia and New Zealand
Deliverable
client delivery
Required skills
knowledge of global capital markets and asset classes, RFP/RFI coordination, client data management in CRM/Salesforce, stakeholder management, time prioritization, Bloomberg proficiency, Microsoft Office (Word, Excel, PowerPoint)
Preferred skills
buy-side experience supporting institutional relationships, post-graduate study or CFA progress, interest in applying AI and digital tools
Technologies
Salesforce, Bloomberg, Microsoft Office
Responsibilities
Provide end-to-end support on new business opportunities including RFPs and RFIs, partner with BDs and RMs on new client onboarding, respond to client inquiries on portfolio and market trends, capture and maintain client data in CRM systems, build and manage internal network relationships
Seniority
Mid-level, hands-on IC