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Portfolio Analytics & Index Sales Representative

Information About This Job

Job Title: Portfolio Analytics & Index Sales Representative
Contract Type: Permanent
Location: London
Contact Name: Adam Small
Contact Email:
Job Published: 4 months ago

Job Description

About The Role

The 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 firm’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 Solutions

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

  • Upsell 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 products

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

  • Travel extensively to meet with clients and prospects


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 product to a vast demographic of potential clients

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

Ref: | Published: 15 Apr 2019