Talent.com
This job offer is not available in your country.
VP, Distribution Reporting - Irish Funds (Designated Person), Dublin

VP, Distribution Reporting - Irish Funds (Designated Person), Dublin

Mayford JamesDublin
18 days ago
Job description

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 Degree
  • Relevant Distribution experience in an Irish regulated role
  • 7+ years’ demonstrable experience in reporting and analytics role within asset management industry
  • Strong analytical and technical skills; advanced Microsoft Excel and PowerPoint knowledge is required; experience with Alteryx, Tableau, Salesforce.com or comparable tools preferred
  • Related areas

  • Finance
  • Create a job alert for this search

    Reporting Designated • Dublin