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|Sector||Investment & Middle Office|
We are seeking individuals from a operational/client services background to come and join a top tier IM. The relationship analyst will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests.
- Preparing standard and/or customised prospect presentation materials
- Participating in in-house client meetings, and on conference calls
- Handling account opening, transition management and account restructuring
- Coordinating key client communications
- Have relevant client service experience, preferably gained within the Investment Management industry.
- Demonstrate a solid understanding of capital markets and/or investment products
- Be self-motivated, creative and enthusiastic;
- Be a natural collaborator who can work well in a small team
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