Data Analyst

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Job description

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.

Key responsibilities

• 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
• To be strong in Excel
• An understanding of CRM applications