Provides analytical and statistical support to the sales and marketing teams (e.g. performances, statistical analysis, …).Obtains and enters data into existing presentations, creates new presentations as needed.
Generates, monitors and evaluates regular performance data and portfolio attribution reports, identifying unusual patterns or results.
Evaluates the quality of the data received and used in marketing and sales presentations.
Conducts analysis of data, portfolios and universes to support evaluation of portfolio investment process.
Oversees data quality control reports and maintenance of financial information for Marketing and Sales team and related databases for use in sales and marketing support.
Develops and maintains knowledge of financial markets, securities and general investment themes order to bring an informed perspective to the sales and marketing processes.
Undertakes a variety of ad hoc analytical projects as needed to support sales and marketing.
Produces thorough, insightful, concise analysis and reports for department and senior management.
Participates on special projects and performs other duties as assigned.
Profil:
Undergraduate economics or finance degree; MBA or CFA (or working on) preferred.
Minimum of two years investment experience.
Strong foundation of basic investment knowledge including an understanding of capital markets, market indices and various securities (equity, fixed income and derivatives).
Ability to juggle multiple projects and priorities.
Strong quantitative/analytical skills.
Excellent written and verbal communication skills.
Proven self starter with ability to work independently and within teams.
