Relationship Analyst
Core
Support opportunities and relationships across institutional channels for the Americas Institutional Group, focusing on the Eastern US region.
Role type
Analyst, Institutional Sales
Builds
Client presentations, account maintenance, and prospect reporting for institutional clients
Domain
Investment Management / Capital Markets
Deliverable
product features
Required skills
Client service, analysis, communication, organization, Microsoft Excel, Salesforce
Preferred skills
Investment management industry experience, institutional/wealth client experience, CAIA/CFA/MBA progress
Technologies
Salesforce, DMP (Delivery Management Platform), Microsoft Excel, Microsoft Word
Responsibilities
Prepare high-impact presentations and collateral materials for external meetings; conduct analysis and respond to ad-hoc inquiries on portfolio and product topics; coordinate RFI, DDQ, and RFP processes; maintain client data in internal systems; collect information to create and maintain a prospect pipeline.
Seniority
Mid-level, hands-on IC