Analyst, Investor Relations / Sales Support
7 days left
- Recruiter
- Finance Network
- Location
- London, United Kingdom
- Salary
- Competitive
- Posted
- 18 May 2023
- Closes
- 17 Jun 2023
- Ref
- 19617441
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
Primary duties and responsibilities include, but are not limited to:
- Supporting ongoing business development and client service efforts
- Developing and maintaining knowledge of the Firm's product offerings, systems and processes to support and service client relationships
- Updating pipeline information and managing client / prospect relationship information in the Firm's CRM
- Summarising client and prospect meetings to be documented in the CRM
- Participating as a member of dedicated teams serving our EMEA-based clients and prospects
- Collaborating with senior members of the Direct Lending, Product Specialist, Compliance and Operations Teams to organise client meetings and coordinate presentation material content
- Preparing and reviewing meeting preparation.
Candidate Requirements
Qualifications & Experience:
- Bachelor's degree required
- At least 2 years of experience in a similar sales support / inside sales capacity, preferably within a financial services environment
- Experience working within a CRM database; Microsoft Dynamics experience a plus
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Proficiency in additional languages is a plus
- Self-managed, high energy and highly driven by relationship management
- Strong proactive problem-solving abilities; demonstrated time management and organisation skills
- Excellent verbal and written communication skills including strong detail orientation and meticulous accuracy
- Highly effective in forging working relationships with team members, business counterparts and senior management
- Supporting ongoing business development and client service efforts
- Developing and maintaining knowledge of the Firm's product offerings, systems and processes to support and service client relationships
- Updating pipeline information and managing client / prospect relationship information in the Firm's CRM
- Summarising client and prospect meetings to be documented in the CRM
- Participating as a member of dedicated teams serving our EMEA-based clients and prospects
- Collaborating with senior members of the Direct Lending, Product Specialist, Compliance and Operations Teams to organise client meetings and coordinate presentation material content
- Preparing and reviewing meeting preparation.
Candidate Requirements
Qualifications & Experience:
- Bachelor's degree required
- At least 2 years of experience in a similar sales support / inside sales capacity, preferably within a financial services environment
- Experience working within a CRM database; Microsoft Dynamics experience a plus
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Proficiency in additional languages is a plus
- Self-managed, high energy and highly driven by relationship management
- Strong proactive problem-solving abilities; demonstrated time management and organisation skills
- Excellent verbal and written communication skills including strong detail orientation and meticulous accuracy
- Highly effective in forging working relationships with team members, business counterparts and senior management