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We are partnered exclusively with an Investment Bank in Central London who are looking to recruit a Data Analyst in the Equities - Sales department. You will be supporting the Head of Account Management; maintaining and interpreting client interactions data and some CRM development work.
Improve and maintain client records in CRM system
Ensure Research aggregator permissioning is confined to those who should be receiving research and that this correlates with the inbound research leadership reports
Compile, check, and submit Researh and Corporate Access interaction data to institutional clients where required
Keep abreast of emerging technologies and assess key functionality, in line with the business goals and strategy
Work with the Technology department to migrate the interaction data to automated submission via aggregators, while retaining and documenting the manual checking process
Provide reports and work continually to improve reporting effectiveness and efficiencies across the account management function
Assist the Head of Account Management and Head of Research on ad hoc project work relating to Account Management; representative for the equities business when working on technologicatechnological improvements, especially to the CRM system
To apply for this role you need
Experience in Financial Services / Financial Markets in a complex and highly regulated environment