Sales Support Analyst, Officer

Posted: 01/08/20
Recruiter:State Street
Location:London (Central), UK

Who we are looking for:

We are looking for a sales support analyst to work within a team environment and to provide sales support to the Alternatives Sector across the EMEA function.

Why this role is important to us:

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Why you will be responsible for:

As the Sales Support Analyst you will:

  • MIS report production for Head of EMEA Alternatives Sector Solutions
  • Support the duties and processes for improvement of the sales pipeline’s health and quality in Salesforce (individual and team)
  • Assist sales team members on new business opportunities
  • Work directly with the sales team to identify prospect/client needs
  • Prospect research and briefing packs – pre-meeting KYC research
  • Preparation for pitches
  • Sales presentation composition
  • Prepare fee schedules
  • Present at business line deal teams – Prep of docs and presentation
  • Actively assist in preparation of RFPs and executive summaries
  • Assist with and respond to requests for information from prospects/clients
Client specific reporting and producing account plans for key clients Facilitate certain campaign reporting Ad-hoc analysis for Sector Heads and Senior Business Managers Maintaining relationships with industry influencers (e.g. Consultants, Law Firms and 3rd Party Providers) Build internal and external networks to support day to day activity Individual Contributor
  • Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role
  • Ensure that the highest level of the Code of Conduct is displayed in your behaviour
  • Provide appropriate management information as required to support business unit decision making
  • Support the ‘Risk Excellence’ culture within the business
  • Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations
Compliance and regulatory related tasks
  • Coordinate AdReview process to ensure marketing materials are approved before client meetings
  • Completing Volcker questionnaires
  • Compile required forms for deal team meetings all new business development activities

What we value:

These skills will help you succeed in this role:

  • Excellent communication skills
  • Strong analytical skills
  • Proven problem solving ability
  • Strong communication skills and at all levels within the organization
  • Highly motivated
  • Ability to work under time pressure
  • Ability to work independently and take ownership for deliverables
  • Team player
  • Effective time management and ability to prioritize workload

Education & Preferred Qualifications:

  • Preferably degree qualified
  • Excel and PowerPoint – advanced skills required

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

For further information, and to apply, please visit our website via the “Apply” button below.

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