Key Responsibilities
Principal activities will relate to the production, maintenance and enhancement of internal sales and AUM data. The role will be focused on supporting various Sales teams, Distribution Strategy team, RFP team, and Finance colleagues; supplying accurate, consistent and relevant data, reports and dashboards.
Core tasks to include:
• Production of Monthly Sales Report
• Production and development of Tableau sales and AUM reporting
• Servicing sales and AUM enquiries and RFPs
• Coordinating and processing unallocated accounts list
• Taking ownership of requested changes to sales data with focus on both underlying client and Sales team
• Liaising with a number of internal departments (in particular Sales and the Management Information teams)
• Support the production of the Group AUM report and other Finance deliverables
• Supporting and driving forward the sales and AUM data improvement projects
• Supporting regular reporting and ad hoc requests, as required
Experience/ Skills Required
• High attention to detail
• Excellent analytical and reporting skills
• Ability to build strong relationships across the business
• A flexible yet logical approach to work
• Excellent communication skills (written and verbal)
• A team player with the ability to work autonomously when required
• Ability to manage workloads and balance tight deadlines
• PC skills (essential): advanced Excel (comfortable with pivot tables), MS Office
• Systems (desirable): Business Objects, Tableau, Power BI
