16 часов назад
Senior Performance Specialist (Financial Analytics)
145 000 - 180 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Performance Specialist (Financial Analytics): Generating and converting sales pipeline for performance products serving buy-side and wealth clients in the Americas with an accent on client workflow analysis, tailored demonstrations, and commercial engagement. Focus on qualifying opportunities, coordinating sales and implementation stakeholders, shaping product strategy through client insights, and reporting pipeline status to senior management.
Location: Hybrid in Boston or New York, United States
Salary: $145,000–$180,000 per year in New York City
Company
provides financial data, analytics, and workflow software to investment professionals, asset managers, wealth managers, private equity firms, corporations, and other financial organizations.
What you will do
- Generate and qualify sales opportunities for performance products across buy-side and wealth management clients.
- Analyze client types, investment workflows, and market competition to identify growth opportunities.
- Design and deliver tailored product demonstrations, pilots, and proofs of concept.
- Coordinate sales engagements with generalist sales, analytics, sales engineering, consulting, implementation, and leadership stakeholders.
- Share client insights with product strategy and development teams, including ideas, defects, and product improvements.
- Report opportunity status to senior management and build relationships across internal and external networks.
Requirements
- At least 10 years of experience in sales and/or client-facing roles, with a strong record of understanding customer needs and building relationships.
- Experience with middle-office and performance workflows; exposure to B-One, Eagle, or StatPro is advantageous.
- Strong verbal and written communication, presentation, organization, time management, analytical, and problem-solving skills.
- Ability to manage multiple projects in parallel and collaborate effectively in a team environment.
- Degree in Finance, Economics, Mathematics, or a related field.
- For U.S. locations, legal authorization to work in the United States without current or future employer sponsorship is required.
Nice to have
- CFA qualification.
- Willingness to travel.
- Knowledge of performance-market trends and industry changes.
Culture & Benefits
- Health, life, and disability insurance, retirement savings plans, and a discounted employee stock purchase program.
- Paid time off, holidays, family leave, and company-wide wellness days.
- Flexible work accommodations supporting work-life balance.
- Learning and development time, career progression planning, and employee resource groups.
- Opportunities to participate in volunteerism and sustainability initiatives.
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