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Portfolio Analytics & Index Sales Representative

Information About This Job

Job Title: Portfolio Analytics & Index Sales Representative
Location: London
Contact Name: Adam Small
Contact Email:
Job Published: 11 months ago

Job Description

Lawson Chase is recruiting on behalf of a globally known provider of financial software, data, and media solutions, who are looking to hire a Portfolio Analytics & Index Sales Representative.


About The Role

Portfolio & Index Sales team members sell and implement state-of-the-art enterprise level Portfolio and Risk Analytics Solutions to the world’s top institutional buyside firms. The team is also responsible for the licensing of indices including Barclays, AusBond, BCOM, and the company’s own strategy indices.

The Portfolio & Risk Analytics solutions help financial professionals achieve their objectives by providing unmatched transparency into their portfolio’s performance, characteristics and risk. From one location, a series of powerful, integrated multi-asset tools deliver consistent insight, enabling clients to create and execute differentiating investment strategies.

Portfolio Analytics sales representatives are experts in advanced portfolio management theory. They have a deep understanding of fundamental portfolio management concepts such as performance attribution, multi-factor risk models and portfolio optimization. With a consultative approach, you will identify clients' needs and demonstrate how the company's portfolio analytics and indices will help them make the best investment and trading decisions.


Key Responsibilities

  • Build senior level relationships with many of the top institutional investment firms in the world

  • Increase client usage and adoption of Portfolio and Risk Analytics Solution

  • Collaborate extensively with different internal teams to cross-sell the company’s suite of solutions

  • Upsell the desktop Portfolio and Risk Analytics at the Enterprise level

  • Provide detailed product feedback from clients to internal business managers in an effort to continually improve company products

  • Take a lead role in conducting internal and external training sessions and sales pitches


Skills & Experience

  • An astute commercial mindset, working to exceed sales metrics

  • Demonstrable ability to identify new prospects and build and maintain solid client relationships

  • Solid experience working in, or selling to the buy-side i.e. pension funds, investment advisors or mutual funds, or alternatively, experience in financial engineering/structuring

  • Fixed Income market experience and knowledge

  • Excellent communication and presentation skills

  • Aptitude to excel in a dynamic, rapidly growing environment

  • Ability to creatively market the product to a vast demographic of potential clients

  • A self-starter and dedicated collaborator with strong multi-tasking skills


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