Marketing and Sales Data Analyst

• Prepare performance attribution analysis, portfolio statistics and peer universe data: support efforts to automate and centralize marketing and client services data management
• Perform research on the landscape and DSM competitors. Identify potential opportunities for business development team
• Develop and maintain industry and/or competitive analysis, and sales collateral
• Partner with business development and investment professionals to develop sales narratives
• Management of firm’s consultant database presence including updates and management of all firm and strategy data
• Provide analytical support for proposals and searches
• Work with internal and external systems to support distribution, reporting, segmentation and marketing efforts
• Create custom and standard materials for clients, consultants and prospects; including presentation decks, client reviews and factsheets
• Assist with completion of RFP’s, RFI’s, DDQ’s, and questionnaires
• Establish processes and procedures to automate current work being completed
• Develop and support various management and distribution reporting

The ideal candidate will have:

• Bachelor's degree in economics/business/finance/MIS. Pursuing CFA or Master’s degree
• Minimum of 3-5 years in the asset management industry
• Commercially minded with a good understanding of the institutional sales landscape. Prior experience doing manager research at an investment consultant
• Proven track record of a superior work ethic, attention to detail
• Working knowledge or capacity to learn different product sets (mutual funds and SMA’s) and the different channels of distribution (domestic and international)
• A strong team player with good communication and interpersonal skills
• Ability to work with numbers and basic knowledge of statistics
• ESG and social media experience a plus
• Technical expertise – Microsoft office applications (i.e. Excel, Word, PowerPoint etc.) plus Bloomberg, Morningstar and eVestment