Produce regular pipeline and sales reporting
Monitor, manage and reconcile pipeline and sales data
Manage other sales data, such as client and sales channel assignments
Assist with management of client data in the CRM (Customer Relationship Management) system
Prepare quarterly and ad hoc business reviews for the Institutional Client Business as well as for senior leaders across the firm
Qualifications
Degree in Finance or Accounting or relevant work experience preferred
Strong attention to detail and accuracy
Excellent organizational, analytical and research skills
Ability to deliver in a fast paced environment with tight deadlines and multiple demands.
Ability to work effectively in an environment of rapid and continual change
Takes initiative, resourceful, quick learner
Positive and flexible with a “can do” attitude
Intermediate to advanced Excel skills with knowledge of formulas, macros, VBA a plus
Excellent written and oral communication skills
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