Relationship Analyst

Job Description

REQUIREMENTS

• 2-3 years of relevant client service experience, preferably in Investment Management
• Solid understanding of capital markets and investment products
• Clear understanding of the Middle East market
• Strong academic background, ideally progressing toward CFA or CAIA
• Excellent verbal and written English language skills

RESPONSIBILITES

• Prepare high-impact presentations, briefing books, and collateral for clients and prospects
• Participate in client, consultant, and prospect meetings and conference calls
• Conduct analysis and respond to inquiries regarding portfolios, products, market trends, and fees
• Act as a primary point of contact for client organizations and a liaison between clients and internal teams
• Support the organization of client roadshows and review meetings
• Maintain client data in internal systems and coordinate RFI, DDQ, and RFP responses
• Leverage the Delivery Management Platform (DMP) for insight-driven reporting
• Collaborate with Client Service Operations and internal Funds Group for onboarding and servicing

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