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|Salary||£35k to £40k|
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 firms 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 firms 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: Arjaree.Shackleton@bruinfinancial.com
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