Our client, a leading Asset Manager, is looking for an designated person with significant Distribution and Reporting experience to oversee the regulated acitivities of this organisation in the EU.
Primary Responsibilities:
- Working as Designated person to liaise with Distributor to ensure consistencey between fund registrations and ensuring all compliance process/assurance is accurate.
- Work with the Client Reporting and Analystics Team to deliver timely sales, reporting, analytivs and to oversee global client coverage including: -
- Leading sales activity oversight to support global distribution strategy initiatives including the analysis of large volumes of client transaction, CRM activity and opportunity, and industry data
· Providing sales reporting ; lead efforts to streamline and automate processes and insight, including introduction of 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 reportin
- Lead effort on the budgeting and forecasting process as well as conudcting client research (Trends & Benchmarking)
Partake in numerous projects across strategy, process and efficiency
They will likely possess :
· Bachelor's Degree
- Relevant Distribution experience in an Irish regulated role
· 7+ years' demonstrable experience in reporting and analytics role within asset management industry
· Strong analytical and technical skills; advanced Microsoft Excel and PowerPoint knowledge is required; experience with Alteryx, Tableau, Salesforce.com or comparable tools preferred
Related areas
1. Finance