Relationship Management Analyst

Global fund manager with $1.3 trillion in FUM
- Permanent Full Time
- Sydney CBD

**ROLE SUMMARY**

Working closely with the institutional Relationship Managers, this position is responsible for pursuing and maintaining relationships with institutional clients and prospects in Australia & New Zealand.
- Monitor satisfaction, accurate and swift responses to client requests, efficient problem resolution, contract and operational compliance, and risk mitigation - Conduct research for relationship managers in preparation of client engagement opportunities.
- In cooperation with portfolio specialists, the associate will help develop and, on occasion, deliver market environment and strategy presentations to new and existing clients.
- The RMA will conduct strategic research and market intelligence in support of the business plan for the institutional team.
- Assists with the creation, monitoring, and revision of lead generation plans for the development of new revenue pipelines.
- Build industry experience and proactively research trends, competitor services/offerings, and clients' business environments.

**RESPONSIBILITIES**

**Client Service Support**

Handle requests from clients including preparing customized deliverables to address specific questions. This may include preparation of presentations, meeting or conference call set-up, follow-up from client and prospect meetings, collation of performance information etc. This includes direct interaction with both internal shared services resources as well as external communication with clients and prospects.

**Client & Prospect Responsibility**

Works with marketing and shared services teams to draft materials for requests for proposal, client pitches, etc. Keeps abreast of client relationship activity occurring throughout the firm to support responses to inquiries. Liaises remotely with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management.

Generate new leads through client and market research. Initiate and develop relationships with assigned clients and business prospects to obtain meetings and deliver presentations on products and services. Grow knowledge of assigned clients, their sensitivities, and business needs that impact decision-making.

**Research**

Conducts and develops market and product research in support of the Australian & NZ planning process.
- Independently conducts market and industry research aligned with applicable regulatory requirements, industry trends, and competitor services/offerings and synthesizes data.
- Conducts research to support the development of client specific sales strategies and material generation.
- Analyzes the effectiveness of current initiatives.
- Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals.
- Performs a range of analyses of data, trends, plan changes, and strategies to keep up to date with sales/relationship performance.

**Account Take On**

Provides support to various aspects of the sales and account take on process as directed by senior client facing professionals. Serves as liaison with shared services to resolve any issues, clarify client requirements and to provide quality control throughout the process. Uses their knowledge of the business to provide proactive recommendations for process improvement, and changes.

**Event planning**

Working with the relationship managers team, marketing, and TRP shared services, the RMA will be involved in the coordination of the research, planning and execution of brand-building activities in connection with industry conferences, TRP institutional road shows and other similar events.

**QUALIFICATIONS**

University degree, CFA or part completion preferred

5+ years of total relevant work experience

If interested, please send your resumé and a cover letter detailing your interest in the position.