Analyst - Sales Enablement - EMEA Region

Analyst - Sales Enablement

The primary purpose of this role is to support the sales efforts across the EMEA sales teams: Customized Portfolio Solutions (including services like trading and transition Management), Fiduciary Management/OCIO & Private Markets. The role supports every stage of the sales process, working directly with the EMEA Sales Support team and Sales associates. This specific role is focused on re-occurring tasks such as updating quarterly collateral, maintain organization charts, create/ maintain marketing lists and project management. It requires strong administrative, analytical and research capabilities.

- Support the Sales Support and EMEA Sales teams on a variety of re-occurring tasks (on a weekly, monthly, and quarterly base). Examples of such tasks are maintaining and updating marketing lists, maintaining and updating organization charts, maintaining and updating sales collateral.

- Support prospect interaction, preparation of background information ahead of meetings.

- Work with sales teams to ensure they have the required collateral/pitch material for meetings to help drive new business activity, including the quarterly update of existing materials.

- Manage necessary compliance sign-off's for new and existing collateral/ pitch materials.

- Leverage technology to support the sales process through effective use and training of the following tools: CRM, Seismic, Outreach, HeyDan, LinkedIn Sales Navigator, Zoom Info)

- Manage and contribute to projects, initially with regards to the CRM System.

Candidate Requirements:

- Proficient in Microsoft suite - intermediate Excel skills (Vlookups, Pivot Tables, Conditional Formatting).

- Excellent administrative, problem solving, project managing and decision-making skills.

- Passion for supporting, improving and innovating the sales process.

- An understanding of asset management, financial markets, investment concepts, competitors and industry trends.