CRM & MIS Analyst, Investment Banking
Background
The firm is the leading independent pan-European equities broker. It serves the institutional market and is renowned for high quality research, strong execution and premium client service. Its independence and sole focus upon research means it avoids the conflicts of interest associated with corporate finance and proprietary trading. It is a partnership and has an inclusive culture and a strong entrepreneurial spirit.
These distinctive characteristics have contributed to rapid growth in market share over a ten-year period. In 2012, the company was rated the "most trusted pan-European broker" and as having "most creative ideas" in the prestigious Greenwich survey of leading professional investors. They are based in modern, open plan offices in the City of London, in mid-town Manhattan and in San Francisco. There are 145 people working in the firm and this number is expected to grow.
The Client Relationship Management Team (CRM)
The CRM team is responsible for the collection and analysis of client feedback, market trend data and internal performance metrics, to assist the management committee in its strategic approach to clients. The team is currently working on various projects to enhance to the CRM function and the number of projects is expected to expand in the coming years with the growing needs of the business. The CRM team will comprise three individuals.
Role
This is a newly created role. The successful candidate will report in to the Head of CRM. Their primary responsibility will be data administration and reporting, but there will also be scope for project management and input in to the development and effective use of the firm’s CRM system. This role will provide exposure to management, sales and research and other client related processes and activities.
We are looking for a candidate with strong experience in a similar role who can generate analysis and ideas and help develop the strategic initiatives that the firm is undertaking. The role offers scope for progression, including building a detailed knowledge of the European Equities client base, an understanding of client strategy and the possibility of attending client meetings.
Responsibilities
- Inputting data into the CRM database from client reviews and votes
- Data integrity checking and ongoing maintenance of the CRM system
- Producing scheduled and ad hoc reports for senior management, research and sales.
- Attending internal client planning meetings and capturing relevant information
- Business analysis and process improvement
- Drawing on your knowledge to support and advise on the further developments of the CRM system
Person Specification
- Degree level qualification, preferably in Mathematics
- Must have Sell Side experience
- Industry experience in Investment Banking
- Excellent Excel skills and an understanding of data manipulation and analysis
- Strong in other Microsoft Office applications, especially PowerPoint and Word
- Highly numerate
- Strong analytical and communication skills
- Structured and organised approach
- Ability to manage projects
- Forward-looking, pro-active attitude
- Team player
- Independent thinking and self-sufficiency
- Experience within CRM or a related function in a sell-side bank/brokerage firm preferred
- Experience of Microsoft Dynamics CRM and Report Builder would be advantageous
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