Marketing and Sales Data Analyst

Location
Palm Beach Gardens, Florida
Salary
Salary is competitive and will be evaluated based on candidate’s experience.
Posted
Feb 22, 2021
Closes
Mar 24, 2021
Job Function
Performance Analysis
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors
  • 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

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