Relationship Analyst
Core
Support growth and strengthen relationships with institutional clients in the Australia and New Zealand market by coordinating business development activities and managing client onboarding.
Role type
Relationship Analyst (Institutional Sales Support)
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
RFP/RFI coordination, client data management in CRM/Salesforce, stakeholder management, market trend analysis, time prioritization, Bloomberg proficiency, Microsoft Office (Word, Excel, PowerPoint)
Preferred skills
Buy-side experience, knowledge of hedge funds/private investments, CFA progress, AI/digital tools application
Responsibilities
Coordinate pitch materials and meeting preparations for new business opportunities; Partner with Business Developers and Relationship Managers on client onboarding; Respond to client inquiries on portfolios, products, and market trends; Maintain client data in internal CRM systems and Salesforce; Build internal network relationships and manage cross-functional stakeholders
Seniority
Mid-level, hands-on IC
