Job Description
This is an opportunity to join a leading global investment management firm with a long-established presence, significant scale and an outstanding reputation across institutional markets.
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The business invests across equities, fixed income, multi-asset and alternative strategies, supported by deep investment expertise and research. It partners with sophisticated institutional investors globally and is known for its long-term approach to investing and client relationships.
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For someone looking to build a career in funds management, this represents an excellent chance to gain exposure to sophisticated institutional clients and investment strategies, and learn from experienced professionals across the business.
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As an Institutional Relationship Analyst, you will work closely with senior Relationship Managers and Business Development professionals to support both existing institutional clients and new business opportunities.
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Key responsibilities will include:
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Working alongside senior team members on client onboarding and investment implementations
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Responding to institutional client queries covering portfolios, investment strategies, guidelines and market developments
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Preparing high-quality information and materials for client and prospect meetings
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Developing a detailed understanding of clients,



their investment priorities and the broader institutional market
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Maintaining accurate client information and activity within CRM systems
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Keeping abreast of market developments and communicating relevant client insights
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Skills & Experience Required:
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We're looking for someone with a foundation in investment management who is ready to broaden their exposure and take the next step in their career. Ideally, you will bring:
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3+ years' experience within funds or investment management
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A genuine interest in markets, investments and institutional funds management
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Strong commercial judgement and intellectual curiosity
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Confident communicator who can engage effectively with senior stakeholders
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Analytical, organised and comfortable working with detailed information
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Collaborative, proactive and keen to learn
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Relevant tertiary qualifications, with CFA study viewed favourably
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Institutional or buy-side experience is advantageous, but not essential
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This role would suit someone looking to build a long-term career in institutional investment management, while learning from experienced professionals and developing deeper knowledge of clients, markets and investment strategies.

📌 Relationship Analyst (New South Wales)
🏢 Keegan Adams Recruitment
📍 New South Wales