Job Description
We are working closely with a privately held financial software, data, and media company in recruiting a Portfolio Analytics & Index Sales Representative.
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.
Our 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 our clients to create and execute differentiating investment strategies.
About The Role
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 our clients' needs and demonstrate how the company’s portfolio analytics and indices will help them make the best investment and trading decisions.
Key Responsibilities
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Build senior level relationships with many of the top institutional investment firms in the world
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Increase client usage and adoption of our Portfolio and Risk Analytics Solutions
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Collaborate extensively with different internal teams to cross-sell our suite of solutions
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Upsell our desktop Portfolio and Risk Analytics at the Enterprise level
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Provide detailed product feedback from clients to internal business managers in an effort to continually improve our products
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Take a lead role in conducting internal and external training sessions and sales pitches
Skills & Experience
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An astute commercial mind-set, working to exceed sales metrics
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Demonstrable ability to identify new prospects and build and maintain solid client relationships
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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
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Fixed Income market experience and knowledge
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Excellent communication and presentation skills
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Aptitude to excel in a dynamic, rapidly growing environment
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Ability to creatively market our product to a vast demographic of potential clients
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A self-starter and dedicated collaborator with strong multi-tasking skills
