Portfolio Analytics & Index Sales Representative
Information About This Job
|Job Title:||Portfolio Analytics & Index Sales Representative|
|Contact Name:||Ben Kinley|
|Job Published:||about 2 months ago|
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.
Build senior level relationships with many of the top institutional investment firms in the world
Increase client usage and adoption of our Portfolio and Risk Analytics Solutions
Collaborate extensively with different internal teams to cross-sell our suite of solutions
Upsell our 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 our products
Take a lead role in conducting internal and external training sessions and sales pitches
Skills & Experience
An astute commercial mind-set, 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 our product to a vast demographic of potential clients
A self-starter and dedicated collaborator with strong multi-tasking skills