Analyst, Sales Enablement (12 month FTC)

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 associates. Your contributions will enhance the productivity and success of the sales team by collecting and interpreting data, prioritisng tasks and producing high quality deliverables for consumption by sales team members and prospects. The role requires strong administrative, analytical and research capabilities.

This is a 1-year fixed contract to cover a maternity leave to start in mid/late May 2025.

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.

Support 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.

• 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, individuals and organisations.

• Working with Marketing to prioritise leads derived from campaigns, events, etc. Mapping and prioritising leads for the Sales team.

• Producing competitor analysis.

Sales enablement tools

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

• Managing and maintaining the CRM records for organisations and contacts.

RFI/ RFP

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

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:

• Good understanding of basic investment concepts. Shows a genuine interest in, and commitment to, gaining relevant knowledge, skills and experience in commercial markets.

• Passionate about supporting, improving and innovating the sales process.

• Relevant BSC/BA (Finance, Economics, Business Management, Communication, Marketing) or equivalent experience / qualifications.

• Previous relevant sales support experience within Financial Services a plus.

• 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, Pivot Tables). Strong Microsoft PowerPoint skills.

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

• Ability to share information appropriately and in a timely manner across the team and organisation.

• Promotes and facilitates the work of the group as well as contributing as a productive member of the team.