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Jupiter Asset Management Ltd

Sales MI Analyst

Jupiter Asset Management Ltd
United Kingdom, London
Posted 6 days ago Hybrid Permanent Competitive with excellent benefits
Natalie
Posted by
Natalie Lis
Talent Acquisition Manager
This role focuses on the production of accurate and timely sales and assets under management (AUM) data, reports and dashboards for the Sales teams, senior management and Finance colleagues.

 

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

ABOUT COMPANY
United Kingdom, London
Asset Management
Jupiter is one of the UK’s leading investment management companies with just over 500 employees and £60.7 billion worth of assets under management (as...
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