VP, Distribution Reporting - Irish Funds (Designated Person), Dublin VP, Distribution Reporting - Irish Funds  …

Mayford James
in Dublin, Leinster, Ireland
Permanent, Full time
Be the first to apply
Competitive
Mayford James
in Dublin, Leinster, Ireland
Permanent, Full time
Be the first to apply
Competitive
Our client, a leading Asset Manager, is looking for an designated person with significant Distribution and Reporting experience to oversee the regulated acitivities of this organisation in the EU.

Primary Responsibilities:

- Working as Designated person to liaise with Distributor to ensure consistencey between fund registrations and ensuring all compliance process/assurance is accurate. 

- Work with the Client Reporting and Analystics Team to deliver timely sales, reporting, analytivs and to oversee global client coverage including: - 

- Leading sales activity oversight to support global distribution strategy initiatives including the analysis of large volumes of client transaction, CRM activity and opportunity, and industry data

· Providing sales reporting ; lead efforts to streamline and automate processes and insight, including introduction of dynamic visualization tools

· Identify and monitor key sales productivity and success metrics globally

· Liaise with Finance to ensure accurate sales attribution is captured for firm reportin

- Lead effort on the budgeting and forecasting process as well as conudcting client research (Trends & Benchmarking)

Partake in numerous projects across strategy, process and efficiency

They will likely possess : 

· Bachelor’s Degree

- Relevant Distribution experience in an Irish regulated role

· 7+ years’ demonstrable experience in reporting and analytics role within asset management industry 

· Strong analytical and technical skills; advanced Microsoft Excel and PowerPoint knowledge is required; experience with Alteryx, Tableau, Salesforce.com or comparable tools preferred

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