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MI Reporting Analyst

Salary £35k to £40k
Type Permanent
Location London
Sector Operations
Job Reference T5/ASN/32295
Contact Arjaree Shackleton
Date posted 01-08-2019

BRUIN financial is currently working with a leading Investment management firm to find a MI reporting analyst to join the retail distribution team based in London.

The candidate fulfilling this role will be responsible for:

• Responsibility for management information to enable the retail distribution team to accurately identify key clients.
• Develop and own reporting from the CRM (Salesforce) to identify trends and opportunities with clients and the sales team capabilities such as pipeline, conversion rates and declining/growing funds.
• Leverage the firm’s technology platform and ensure digital integration where possible.
• Develop an ETF sales database, own the identification of ETF key clients and trades and the maintenance of the sales information
• Produce periodic reports required by the firm’s Fund boards and committees

The successful candidate is likely to have:

• Knowledge of UCITS funds and ETFs.
• Experience within a data environment.

For more information please contact Arjaree Shackleton:

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AVP, Consultant