You are a strategic thinker passionate about driving solutions in Sales Support. You have found the right team.
As a Sales Support Professional within our Institutional Sales Support Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
- Conduct research on distribution channel trends and monitor industry developments, regulatory changes, and their impact on client portfolios.
- Prepare client memos and materials for strategy meetings, business reviews, and sales conferences.
- Analyze client relationships and asset allocation preferences to support client review presentations and briefing memos.
- Create and update client reports and deliverables, including DDQs, RFPs, pitchbooks, and meeting materials.
- Respond to client queries and manage communications, including attending client calls and documenting meeting notes.
- Maintain client information in internal databases such as Salesforce and Spectrum, ensuring accurate documentation of sales activities.
- Partner with sales and marketing teams on new product launches, client events, and market research communications.
- Liaise with Client Advisors to generate portfolio insights, heatmap analyses, investment comparisons, and related reports.
- Oversee onboarding of new clients, ensuring completion of due diligence and AML processes, and monitor client reporting schedules.
- Demonstrate comprehensive understanding of platforms, asset classes, and products to effectively execute assigned tasks and drive stakeholder management.
- Take ownership of the delivery and execution of a pipeline of sales-related activities, adapting to increasing complexity and evolving business needs.
Required qualifications, capabilities and skills
- Bachelor's Degree in Finance, Business, Economics, or related field with atleast 4 years of expereince.
- Relevant industry experience and market knowledge of the sales process.
- Strong quantitative and analytical skillsets, including data analysis and understanding of data flows.
- Proficiency in MS Office product suite (Excel, Word, Access, PowerPoint).
- Excellent written and verbal communication skills with strong interpersonal abilities.
- Experience working with CRM platforms such as Salesforce.
- Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, ETFs, SMAs).
- Strong knowledge of asset classes: Equity, Fixed Income, Cash Liquidity, Currency, Real Estate, Hedge Funds, Private Equity.
- Effective planning and time management skills to meet deadlines and adapt to changing priorities.
- Ability to work independently and collaboratively within a team environment.
- Professional attitude with energy, ownership, and confidence to complete work with limited supervision.
Preferred qualifications, capabilities and skills
- Familiarity with business intelligence and MIS tools.
- Prior exposure to sales support in Asset Management.
- Knowledge of sustainable investment strategies and actively managed ETFs.
- Experience in client onboarding and compliance processes.
