Analyst, Sales Enablement

Business Unit:EMEA
Job Description:

Role Summary

The primary purpose of this role is to support the sales efforts across the EMEA sales teams: Customized Portfolio Solutions (including services like trading and Transition Management), Fiduciary Management/OCIO & Private Markets.

The candidate will support every stage of the sales process, working directly with the EMEA Sales Support team and Sales associates. Examples of key responsibilities are supporting prospect interaction, preparation of background information ahead of meetings, compiling and updating sales collateral, leveraging sales enablement tools etc. The role requires strong administrative, analytical and research capabilities.

The responsibilities of the individual in this position include:

Supporting re-occurring tasks

• Supporting the EMEA Sales teams on a variety of re-occurring tasks such as updating sales collateral quarterly.

Supporting sales and business growth

• Building strong relationships with internal teams and stakeholders (investment teams, compliance, operations, etc) to address the sales team requests.

• Supporting prospect interaction and preparing background information ahead of meetings.

• Working with sales teams to ensure they have the required collateral/pitch material for meetings to help drive new business activity, including the quarterly update of existing materials.

• Managing necessary compliance sign-off for new and existing collateral/ pitch materials.

• Creating and improving information relating to sales, pipeline, activity, statistics and peer group analysis.

Market research

• Collating and updating data around key prospects, both individuals and organisations

• Working with Marketing to prioritise leads derived from campaigns, events, etc and mapping into sales team account prioritisation.

• Producing competitor analysis

Sales enablement tools

• Leveraging technology to support the sales process through effective use and training of the following tools: CRM, Seismic, Outreach, HeyDan, ZoomInfo,….

• Managing and maintaining the CRM records for organisations and contacts (this has to be done in close collaboration with Sales associates).

RFI/ RFP

• Contributing to essential parts of the RFP, including fee calculation, visualisation strategy, and performance reporting.

• Assisting in completing RFP response by tailoring to prospect-specific circumstances and ensuring all key sales messages are included.

Regulatory & business conduct

• Displaying exemplary conduct and living by our organisation’s Code of Conduct.

• Taking personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct across the business.

• Effectively and collaboratively identifying, escalating, mitigating and resolving risk, conduct, and compliance.

The successful candidate will have extensive demonstrable skills and experiences including the following:

• Candidates who are studying/intending to study for CFA (or other finance related professional qualifications) will be preferred.

• Relevant BSC/BA or equivalent skills / experience.

• Previous relevant experience, preferably in a similar role (exceptional graduates will be considered).

• Previous experience in Financial Services industry.

• Understanding of asset management, financial markets, investment concepts, competitors and industry trends.

• Passion for supporting, improving and innovating the sales process.

• Detail oriented.

• Ability to work under pressure and with conflicting deadlines.

• Strong administrative, analytical, quantitative and organisational skills.

• Proficient in Microsoft suite - intermediate to advanced Excel skills (Vlookups and Pivot Tables) and strong powerpoint.

• Excellent verbal and written communication skills problem-solving abilities.