Job Overview

London, England
Job Type
Full Time
£50,000 - £50,000 Per Year
Date Posted
16 days ago

Additional Details

Job ID
Job Views

Job Description

We are partnered exclusively with an Investment Bank in Central London who are looking to recruit a Data Analyst in the Equities - Sales department. You will be supporting the Head of Account Management; maintaining and interpreting client interactions data and some CRM development work.

Key responsibilities

  • Improve and maintain client records in CRM system
  • Ensure Research aggregator permissioning is confined to those who should be receiving research and that this correlates with the inbound research leadership reports
  • Compile, check, and submit Researh and Corporate Access interaction data to institutional clients where required
  • Keep abreast of emerging technologies and assess key functionality, in line with the business goals and strategy
  • Work with the Technology department to migrate the interaction data to automated submission via aggregators, while retaining and documenting the manual checking process
  • Provide reports and work continually to improve reporting effectiveness and efficiencies across the account management function
  • Assist the Head of Account Management and Head of Research on ad hoc project work relating to Account Management; representative for the equities business when working on technologicatechnological improvements, especially to the CRM system

To apply for this role you need

  • Experience in Financial Services / Financial Markets in a complex and highly regulated environment
  • To be strong in Excel
  • An understanding of CRM applications


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