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
.
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.
For someone looking to build a career in funds management, this represents an excellent opportunity to gain exposure to sophisticated institutional clients and investment strategies, and learn from experienced professionals across the business.
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.
Key responsibilities will include:
Working alongside senior team members on
client onboarding and investment implementations
Responding to institutional client queries covering portfolios, investment strategies, guidelines and market developments
Preparing high-quality information and materials for client and prospect meetings
Developing a detailed understanding of clients,



their investment priorities and the broader institutional market
Maintaining accurate client information and activity within CRM systems
Keeping abreast of market developments and communicating relevant client insights
Skills & Experience Required:
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:
3+ years' experience
within funds or investment management
A genuine interest in
markets, investments and institutional funds management
Strong commercial judgement and intellectual curiosity
Confident communicator who can engage effectively with senior stakeholders
Analytical, organised and comfortable working with detailed information
Team-oriented, proactive and keen to learn
Relevant tertiary qualifications, with
CFA study viewed favourably
Institutional or buy-side experience is advantageous, but not essential
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.
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📌 Relationship Analyst (New South Wales)
🏢 Keegan Adams Recruitment
📍 New South Wales