Sales Support Analyst

The Ocean Partnership
London, United Kingdom
03 May 2023
27 May 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The Ocean Partnership have been retained to recruit a Sales Support Analyst for a top tier asset management firm on a fixed term contract basis.

This is an excellent opportunity based in London that will offer a chance to broaden your client services knowledge whilst carrying out the necessary daily tasks supporting a successful sales team dealing EMEA business.

Our client values diversity in the workplace and welcomes applications from everyone. If you have a disability and need help with the application process, please tell us.

Key Remits:
  • Directly supporting sales teams
  • Ensuring sales team have collateral/material for presentation meetings
  • Organisation of fund dealing and investor transactions
  • Overseeing any escalations from a transfer agent perspective
  • Accurately processing all transactions in accordance with the firm's dealing and cashflow procedures
  • Continuously improving risk/controls around processes and optimising efficiency
  • Liaising with relevant business areas on client queries
  • Providing information on client portfolios/activity and responding to queries regarding clients
  • Contributing to RFP projects where required

Key Skills:
  • Degree or relevant industry qualifications
  • Between 1 - 4 year's experience within a client services or sales support role within an Asset Management environment
  • Excellent communication skills
  • Ability to demonstrate accuracy and attention to detail
  • Knowledge of EMEA markets
  • Good knowledge of MS Office suite in particular Excel
  • Experience of a high volume dealing/investment operations environment would be highly beneficial
  • Experience using Salesforce CRM, Seismic, Outreach, HeyDan, LinkedIn Sales Navigator is an advantage

Ocean is a recruitment and inclusion consultancy dedicated to the investments industry. Our mission is to lead the recruitment of diverse talent and champion the adoption of more inclusive working cultures to help the industry innovate.
  • You need to sign in to save