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My client, an innovative and dynamic investment bank, is looking to hire a Data Manager to maintain and interpret client interactions data and some CRM development work.
Take significant responsibility in improving and maintaining client records in the CRM system, including classification of all clients receiving Research
Take significant responsibility in ensuring Research aggregator permissioning is confined to those who should be receiving research and that this correlates with the inbound research readership reports
Responsibility for compiling, checking and submitting Research 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 closely 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
Assistance to 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 technological improvements, especially to the CRM system
Maintain a high standard of conduct, ethical standards, and values
Adhere to and proactively enhance the firm's compliance with applicable laws, regulations, and codes of conduct in all jurisdictions
Work to identify risks and enhance control across the business
Report control weaknesses, illegal, suspicious, or unusual activity
Maintain an appropriate level of competence through ongoing training, making requests for updates or development as required
About the organisation
They place long-term partnership at the heart of their mission and strive to become the best investment bank of a generation. They have a large client base and operate at the forefront of the industry with expertise in the UK market. Any experience in financial markets in a complex and highly regulated environment is going to be beneficial to this role.