This is an chance 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 implementationsResponding to institutional client queries covering portfolios, investment strategies, guidelines and market developmentsPreparing high-quality information and materials for client and prospect meetingsDeveloping a detailed understanding of clients,



their investment priorities and the broader institutional marketMaintaining accurate client information and activity within CRM systemsKeeping abreast of market developments and communicating relevant client insightsSkills & 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 managementA genuine interest in markets, investments and institutional funds managementStrong commercial judgement and intellectual curiosityConfident communicator who can engage effectively with senior stakeholdersAnalytical, organised and comfortable working with detailed informationCollaborative, proactive and keen to learnRelevant tertiary qualifications, with CFA study viewed favourablyInstitutional or buy-side experience is advantageous, but not essentialThis 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 (Sydney)
🏢 Keegan Adams Recruitment
📍 Sydney