Sales Analyst/coordinator - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Resoponsibilities::

Generate reports including fund pipelines, progress of investors by geography, investor type, fund strategy
Provide interested investors with access to fund datarooms (i.e. Intralinks) ;
Update Salesforce database with key investor, and meeting details including follow up notes, feedback, contact details, etc.
Send diligence packets to specific investors copying appropriate internal team members
Create meeting agendas for in person, and virtual investor meetings
Assist in creating marketing plans / market research on funds & investors, using third party vendors incl. Preqin, Pitchbook, etc.
Assist with investor requests, where appropriate, with Project Management and other teams within the Firm
12 years of total experience, preference for financial services / sales experience
Knowledge of Salesforce (or other CRM system), Intralinks (or other data room system), and Microsoft Office (Excel, Word, PowerPoint, Outlook)
Strong attention to detail and highperforming work ethic
Selfstarter, proactive initiative to anticipate needs of investors and Senior Relationship Managers
Able to work in a fastpaced, team environment with strict deadlines
Seeking to gain exposure to financial/markets and alternatives including private equity, credit and real assets
Position offers high exposure to institutional investors, Senior Management, Fund Heads/Portfolio Managers, Senior Relationship Managers