Job Description

Primary Responsibilities

The primary responsibility of the role is to update & maintain client related referential data & set-ups within the CRM applications to optimize data used by sales, marketing & finance teams while meeting compliance requirements.

The successful candidate should have experience in or knowledge of the investment management industry, experience with CRM systems (Salesforce is a plus), is analytical and possess the ability to multi-task on ad-hoc requests and large projects.

 

 

 

 

Responsibilities

  • Maintaining client and prospect information at the organizational and executive level in the Firm CRM systems.
  • Legal Entity set-ups, maintenance and matching for cross divisional reporting requirements.
  • Reviewing firm hierarchy for legal entities and clients.
  • Data quality initiatives, mapping and resolving data discrepancies in CRM systems.
  • Trade resolution management for Financial Advisors & Partnership firms and ensure all breaks are properly resolved.
  • Map investor level & flows data received from transfer agents into firm CRM.
  • Troubleshooting queries and requests from Sales Teams.
  • Support business reporting needs.
  • Routinely perform data cleansing and validation in relation to client mergers and consolidations.
  • Maintain executive information within CRM database.
  • Work on larger scale projects & enhancements to improve overall accuracy of CRM database & integration across different systems.

 

 

Skills desired

  • Working knowledge of investment management industry.
  • Hold and adhere to high standards of confidentiality.
  • Excellent project and time management skills.
  • Attention to detail & Problem solving.
  • Ability to work independently and manage multiple tasks simultaneously.
  • Strong analytical skills.
  • Good verbal and written communication skills.

 

 

 

Position Requirements:

  • Bachelor’s degree & minimum two years of relevant experience required.
  • Proficiency in Microsoft Office including Word, Excel, PowerPoint, Access.
  • Experience with CRM systems, Power BI, Tableau, Capital IQ is an added advantage.

 

 

 

 

 

 

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