12 дней назад
Relationship Analyst (Investment Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Analyst (Investment Management): Supporting institutional client and consultant relationships in the Middle East through portfolio analysis, client reporting, presentations, and coordination of information requests with an accent on investment products, capital markets, and data accuracy. Focus on analyzing client portfolios, preparing customized materials, coordinating RFPs, RFIs, and DDQs, and delivering accurate responses under tight deadlines.
Location: Dubai, United Arab Emirates; office-based four days per week with flexibility to work remotely one day per week
Company
is a private-partnership investment management firm serving institutional clients across global capital markets.
What you will do
- Support Relationship Management and Business Development teams across assigned institutional accounts in the Middle East.
- Analyze client portfolios, investment products, market trends, investment guidelines, fees, and regulatory considerations.
- Prepare customized presentations, briefing books, collateral materials, meeting notes, and follow-up actions.
- Coordinate client communications, presentations, roadshows, review meetings, and responses to client inquiries.
- Manage and maintain client data, reporting requirements, onboarding templates, and CRM records.
- Coordinate RFPs, RFIs, DDQs, prospect reporting, and operational responses with internal teams.
Requirements
- 2–3 years of relevant client service experience, preferably in investment management.
- Experience with institutional clients and consultants is advantageous.
- Solid understanding of capital markets and/or investment products, plus knowledge of the Middle East market.
- Strong academic background; progress toward CFA, CAIA, or an equivalent qualification is preferred.
- Excellent written and verbal English is required.
- Self-motivated, detail-oriented, collaborative, and able to work independently in a fast-paced environment.
Culture & Benefits
- Exposure to global investment strategies and institutional client needs.
- Hands-on experience in business development and relationship management.
- Mentorship and collaboration with professionals across investment, operations, and client service functions.
- Four days per week working from the office with one flexible remote day.
- Opportunities to grow within an investment management firm.
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