Analyst/Associate, APAC Relationship Management

This position is part of the APAC Relationship Management team. The Analyst/Associate will support investor relationship management and client servicing activities across institutional investors for Australia. Working closely with senior Relationship Managers, the individual will support investor communications, due diligence processes, CRM management, client reporting, market research, and internal coordination to help deliver a high-quality client experience.

• →

  Provide support to the Australia Relationship Management team across investor relationship management and client servicing activities

• →

  Coordinate investor requests, due diligence questionnaires (DDQs), requests for proposals (RFPs), data requests, and other client deliverables

• →

  Maintain Salesforce and other CRM systems, including investor records, pipeline updates, meeting activity, and reporting

• →

  Participate in client meetings, prepare meeting materials, document key discussion points, and coordinate follow-up actions

• →

  Support senior Relationship Managers by responding to investor inquiries and coordinating information requests with internal stakeholders

• →

  Partner with investment professionals, product managers, Investor Operations, Legal and Compliance teams to support investor servicing and relationship management activities

• →

  Assist with post-investment servicing activities, including investor reporting requests, portfolio inquiries, and ongoing client communications

• →

  Conduct market, investor, and industry research to support business development and relationship management initiatives

• →

  Assist with investor events, roadshows, meeting logistics, and other projects as required

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline

• Minimum 5 years of experience in asset management, private markets, investor relations, institutional client servicing, investment banking, or a related financial services environment

• Understanding of alternative investments and institutional investor markets preferred

• Strong analytical, organizational, and problem-solving skills

• Excellent written and verbal communication skills with strong attention to detail

• Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment

• Strong interpersonal skills and ability to build relationships with internal and external stakeholders

• Proficiency in Microsoft Office applications; Salesforce or CRM experience preferred

• Self-motivated, proactive, and team-oriented with a strong work ethic

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.