Description
This role is part of the APAC Relationship Management team, supporting investor relationship management, fundraising, and client servicing activities across institutional investors in China.
The Associate/Senior Associate will work closely with senior Relationship Managers to provide broad exposure to institutional relationship management and the firm's investment capabilities.
Primary Functions & Essential Responsibilities
- Provide support to the Asia Relationship Management team across investor relationship management, business development, and client servicing activities
- Coordinate investor requests, due diligence questionnaires, requests for proposals, data requests, and other client deliverables
- Maintain Salesforce and other CRM systems, including investor records, pipeline and opportunity updates, meeting activity, and reporting
- Participate in client and prospect meetings, prepare meeting materials and briefing notes, document key discussion points, and coordinate follow-up actions
- Partner with investment professionals, product specialists, Investor Operations, Legal, Compliance, and other internal teams to support investor servicing, relationship management, and business development activities
- Assist with post-investment servicing activities, including investor reporting requests, portfolio inquiries, ongoing client communications, and broader relationship management
- Conduct market, investor, and industry research to support business development and relationship management initiatives, including identifying relevant trends, client priorities, and potential opportunities
- Assist with investor events, roadshows, investment professional visits, conferences, and other client engagement initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline
- Minimum of 4 years of experience in asset management, private markets, investor relations, institutional client servicing, investment banking, or a related financial services environment
- Understanding of alternative investments and institutional investor markets preferred
- Strong analytical, organisational, and problem-solving skills
- Fluency in Mandarin and English
- Excellent written and verbal communication skills, with strong attention to detail
- Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment
- Strong interpersonal skills and demonstrated ability to build relationships with internal and external stakeholders
- Proficiency in Microsoft Office applications; Salesforce or other CRM experience preferred
- Self-motivated, proactive, and team-oriented, with a strong work ethic
- Willingness to travel and work flexibly to support colleagues, clients, and business partners across multiple time zones