Job Overview
We are seeking a highly experienced professional to oversee the regulated activities of our Asset Manager client in the EU.
Key Responsibilities:
* Liaise with Distributors to ensure consistency between fund registrations and compliance processes.
* Work with the Client Reporting and Analytics Team to deliver timely sales, reporting, analytics, and global client coverage.
* Lead sales activity oversight to support global distribution strategy initiatives, including analysis of client transactions, CRM activity, and industry data.
* Provide sales reporting and lead efforts to streamline and automate processes and insights, including 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 reporting.
* Lead efforts on budgeting and forecasting processes, as well as conducting client research (Trends & Benchmarking).
The ideal candidate will possess:
* Bachelor's Degree
* Relevant Distribution experience in an Irish regulated role
* 7+ years' demonstrable experience in reporting and analytics roles within the asset management industry
* Strong analytical and technical skills; advanced Microsoft Excel and PowerPoint knowledge required; experience with Alteryx, Tableau, Salesforce.com or comparable tools preferred