Investment Advisor – someone with an investment analyst background recruitment
Requirements:
-Professional with an investment analyst background is a must
-Background in the alternatives asset industry, with detailed understanding of Private Equity and Real Estate Investments is required.
- 3 plus years of investment related experience and a strong technical understanding of investment analytics and alternatives products as well as proven presentation skills
- Strong attention to details, communication and presentation skills
-CIPM,CFA or Accounting Qualifications is an advantage
-Preferably someone who is an investment analyst before and would be interested to look for a career change
Key Responsibilities:
- Mainly responsible for managing client relationships for the Investment Analytics (IA) Limited Partners services in APAC:
- First point of contact and escalation for existing clients with respect to their concerns on Alternative Asset Investments
- Lead new client on-boarding, training and service deployment
- Work with the global LP services team to ensure effective liaison between clients and the service delivery teams
- Develop and maintain client account plans to identity new client requirements and execute on cross sell opportunities
- Discuss and Implement solutions with clients to improve the client service experience and contribute to the prospect sales process
- Support managers on new business development initiatives through the preparation of REP responses and fee quotes for LP Services
- Support execution of APAC product strategy