The Role
We are looking for a Client Data specialist to join the Client Data Management Team in London. The team is responsible for the acquisition, attribution, maintenance, and integrity of sales data for our distribution organization. The role requires close partnership with Sales Reporting & Analytics, CRM, Finance, Technology and external vendors as we consider enterprise-wide improvements to our data and analytics capabilities.
Key Responsibilities
- Partnering with Management, Sales Reporting, CRM and Finance teams to drive data processes for sales reporting and compensation purposes.
- Establishing new procedures and enhance existing processes by seeking ways to improve and streamline them including any efficiency gains that may be realized through alternative/automated methods.
- Leading in the assessment of issues and opportunities, and in the development and implementation of complex workflows using Alteryx for data integrity and analytics.
- Providing routine global sales reporting and ad hoc analysis focused on client coverage platform.
- Working with key stakeholders across all levels to communicate goals clearly and concisely and build consensus across teams to drive projects forward.
- Being the subject matter expert for relevant processes and outcomes across the UCITS and QIAIF fund complex.
- Owning evaluation of third party data sources that provide addressable opportunity, acquisition of that data, and delivery of that data
- Liaising with external vendors and sales firms to expand data coverage and enhance processes.
- Demonstrating and encouraging broad adherence to best practices in data management processes and oversee procedures to ensure data integrity.
Requirements
- Demonstrable 6+ years' experience in UCITS and QIAIF operations
- Thorough understanding of a global UCITS funds business, and the client rebate process is key.
- Experience with BBH/ NSCC/ distribution platforms a bonus.
- Strong analytical skills with ability to evaluate issues, propose and implement solutions, and consider all downstream implications
- Experience working with evaluation and onboarding of third party data sources
- In depth knowledge of rebates and setting up of new clients for rebate purposes
- Experience in sales management and sales attribution
Who you are
- Highly organized and strong attention to detail.
- Leads and takes ownership of client queries and other tasks and accepts responsibility for them; knows when to involve others or escalate.
- Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
- Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner.
- Proactive attitude, commitment to continuous learning, and willing to challenge status quo to improve processes.
- Ability and willingness to drive change in a dynamic fast paced environment.
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