Internal Sales/Client Data Specialist

Schroders Investment Management
New York, USA
13 Jun 2022
13 Jul 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Position Overview
The Internal Sales/Client Data Specialist will partner with Schroders' Institutional Directors to provide sales support activities by coordinating all data analytics/intelligence and pipeline deliverables for both current and prospective clients, and working closely with the Institutional Sales, Consultant Relations, and Client Services to anticipate and meet assigned deadlines.

Data Analytics Support for Business Development activities
  • Client and Prospective Client intelligence
  • Competitive analytics
  • Investment market trends
  • Sales Channel analytics
  • Reporting
  • Become familiar with third-party data providers, vendors, and platforms

Sales Support
  • Develop a functional knowledge of Schroders' products
  • Work with client relationship management database (Salesforce) to track meetings, client information, etc.
  • Aid in cleansing and maintaining Salesforce data
  • Assist the team in achieving its goals, including asset retention and client satisfaction as well as increasing inflows, building new business and expanding product offerings with new opportunities.

Basic Qualifications
  • Bachelor's degree
  • 1-2 years prior data analytics experience, preferably within financial services
  • Strong background in database/spreadsheet management and/or programming/coding
  • Desire to succeed, self-starter with energy, enthusiasm and desire necessary to achieve goals in a consistent and timely manner
  • Excellent verbal and written communication skills
  • Attention to detail and consistency across reporting is key
  • Able to prioritize and manage multiple pieces of work at the same time in an often fast-paced environment
  • Analytical skills and ability to work with and interpret data
  • Able to work independently and collaborative effectively in team settings
  • Advanced Excel skills (v-lookups, pivot tables, and formulas)
  • Knowledge of financial industry and products

Preferred Qualifications
  • Experience working with or interest in learning relational databases (SQL) and data visualization software (Tableau, Power BI, etc.)
  • Ability to quickly learn new programs and applications
  • Growing interest in the world of data and using data to drive actions

Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990.
EEO/Affirmative Action
Schroder Investment Management North America Inc. is an affirmative action-equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, age, marital status, national origin, ancestry, sex, sexual orientation, gender identity or expression, intellectual disability, mental disability or physical disability, including, but not limited to, blindness, or protected veteran status.