Our client, a leading Asset Manager, is looking for an designated person with significant Distribution and Reporting experience to oversee the regulated acitivities of this organisation in the EU.
Primary Responsibilities :
- Working as Designated person to liaise with Distributor to ensure consistencey between fund registrations and ensuring all compliance process / assurance is accurate.
- Work with the Client Reporting and Analystics Team to deliver timely sales, reporting, analytivs and to oversee global client coverage including : -
- Leading sales activity oversight to support global distribution strategy initiatives including the analysis of large volumes of client transaction, CRM activity and opportunity, and industry data
- Providing sales reporting ; lead efforts to streamline and automate processes and insight, including introduction of dynamic visualization tools
- Identify and monitor key sales productivity and success metrics globally
- Liaise with Finance to ensure accurate sales attribution is captured for firm reportin
- Lead effort on the budgeting and forecasting process as well as conudcting client research (Trends & Benchmarking)
Partake in numerous projects across strategy, process and efficiency
They will likely possess :
Bachelor’s DegreeRelevant Distribution experience in an Irish regulated role7+ years’ demonstrable experience in reporting and analytics role within asset management industryStrong analytical and technical skills; advanced Microsoft Excel and PowerPoint knowledge is required; experience with Alteryx, Tableau, Salesforce.com or comparable tools preferredRelated areas
Finance