3 часа назад
Relationship Analyst
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Analyst (Investment Management): Supporting institutional business development and client relationships across Australia and New Zealand with an accent on RFPs, RFIs, onboarding, client inquiries, and cross-functional coordination. Focus on managing client data, communicating market and investment information, and applying AI and digital tools to improve client outcomes.
Location: Sydney, Australia; hybrid work with four days in the office and one day remotely each week
Company
is a private-partnership investment management firm serving institutional clients across global capital markets in more than 60 countries.
What you will do
- Support new business opportunities through RFPs, RFIs, pitch-material coordination, meeting preparation, and follow-ups.
- Partner with Business Developers and Relationship Managers on client onboarding and implementations.
- Respond to client inquiries about portfolios, products, strategies, investment guidelines, and market trends.
- Maintain accurate client data in internal CRM systems, particularly Salesforce.
- Build internal networks and coordinate stakeholders across Legal and Compliance, Portfolio Management, Product Management, Trading, Marketing, and Operations.
- Develop knowledge of institutional clients, Wellington products and strategies, client priorities, and market developments.
Requirements
- 3+ years of relevant experience in the investment management industry.
- Knowledge of broad asset classes; experience with hedge funds and private investments is strongly preferred.
- Analytical and problem-solving orientation, strong attention to detail, and the ability to prioritize work under time pressure.
- Excellent verbal and written communication skills and the ability to work independently and collaboratively.
- Bachelor’s degree with strong academic credentials; postgraduate study or progress toward the CFA is preferred.
- Proficiency in Bloomberg and Microsoft Office, especially Word, Excel, and PowerPoint; interest in applying AI and digital tools is required.
Nice to have
- Direct buy-side experience supporting institutional relationships.
- Postgraduate study or progress toward the CFA.
Culture & Benefits
- Collaborative environment that encourages independent thought and healthy debate.
- Team-based work with internal stakeholders across multiple investment and corporate functions.
- Flexible hybrid arrangement with one remote workday per week.
- Commitment to a diversified workforce and equal employment opportunity.
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