Associate, APAC Relationship Management

About the role

The Associate will support the APAC Relationship Management team in Australia, assisting senior Relationship Managers with investor communications, due diligence, CRM management, client reporting, market research and internal coordination to deliver a high‑quality client experience.

Key responsibilities

• Coordinate investor requests, due‑diligence questionnaires, RFPs and data requests.
• Maintain Salesforce and other CRM systems, updating investor records, pipeline and meeting activity.
• Prepare meeting materials, briefing notes and document key discussion points for client and prospect meetings.
• Support senior Relationship Managers in developing account plans and responding to investor inquiries.
• Assist with post‑investment servicing, investor reporting, portfolio inquiries and ongoing client communications.

Required profile

• Bachelor’s degree in Finance, Accounting, Economics, Business or related field.
• Minimum 4 years of experience in asset management, private markets, investor relations or related financial services.
• Strong analytical, organisational and problem‑solving abilities.
• Excellent written and verbal communication with attention to detail.
• Ability to manage multiple priorities in a fast‑paced environment.

Required skills

• Proficiency in Microsoft Office applications.
• Experience with Salesforce or other CRM platforms.