CAMRADATA, part of S&P Global, is a trusted platform that provides comprehensive data and analytics for the investment management industry. The Relationship Associate is responsible for driving engagement and growth across CAMRADATA by supporting investor searches, developing client relationships, and increasing platform usage.
Responsibilities
- Drive investor and asset manager engagement to increase platform usage and generate new business opportunities
- Manage the end‑to‑end CAMRADATA Assisted Search process, including sourcing, execution, and reporting
- Build and maintain strong client relationships to support onboarding, engagement, and renewals
- Deliver product demonstrations and support sales activities as a CAMRADATA specialist
- Track, analyse, and report on client activity, search outcomes, and platform usage
- Collaborate with internal teams (sales, marketing, product) to support growth and platform development
- Provide day‑to‑day platform support, including account setup, data queries, and issue resolution
- Capture and maintain accurate client and activity data within CRM systems
Qualifications
- Strong client‑facing and relationship management skills
- Ability to manage multiple workflows (sales support, searches, client service)
- Comfortable delivering presentations and product demonstrations
- Proactive, organised, and detail‑oriented
- Experience working with data, reporting, or financial platforms (preferred)
- Strong communication and stakeholder management skills
- Familiarity with CRM tools (e.g., Salesforce) is a plus
- Collaborative mindset with ability to work across functions
Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com.
Relationship Associate employer: 3M HEALTHCARE
At Bank of America, we pride ourselves on being an exceptional employer, particularly for the Managing Director role in Investment Banking EMEA Healthcare. Our commitment to fostering an inclusive workplace ensures that every teammate can thrive and contribute to our shared success, supported by competitive benefits and a culture that prioritises career development and personal well-being. With a focus on collaboration and innovation, we offer unique opportunities for growth and impact within a dynamic financial environment in the heart of EMEA.
