Sales Analyst
Posted Today by Trium Capital
Negotiable
Undetermined
Undetermined
Greater London, England, United Kingdom
Summary: The Sales Analyst will support Trium's distribution efforts by collaborating with Sales, Investor Relations, and Marketing teams to enhance business development activities. This role involves maintaining the CRM system, preparing sales materials, and ensuring compliance with sales activities. The position offers opportunities for professional growth into a client-facing sales role over time. The successful candidate will gain a comprehensive understanding of institutional asset management operations through regular interactions across various teams within the firm.
Key Responsibilities:
- Responsible for the CRM system – adding new opportunities/contact details, tracking sales developments, inputting interaction notes, sending weekly sales reports, ensuring all sales activity and communication is in the system.
- Assist Sales team with preparation for Sales meetings, including creating bespoke presentations as required, and actively follow-up with prospective Investors.
- Work closely with the Compliance team to ensure all sales materials and activity are compliant, keeping note when materials are approved.
- Support the team in sourcing new leads and contacting investors with updates.
- Collaborate with the Head of Sales and IR on teamwide projects and improvements to the wider sales process.
- Opportunity to develop into a client-facing sales role over time, with increasing responsibility for investor relationships and business development as experience grows.
Key Skills:
- Languages: English – Other European languages are an advantage.
- Excellent attention to detail.
- Strong organisation and team-building skills.
- Excellent written and verbal skills.
- Self-motivated and a self-starter.
- Ability to multi-task.
- Technologically aware with a focus on CRM Systems, Microsoft Office (Word, PowerPoint, and Excel in particular). Power BI a plus.
- If not already an FCA approved person, will need to undertake CFA UK Level 4 in Investment Management to become an FCA Approved Person (CF30). Study support to be provided by Trium.
Salary (Rate): undetermined
City: Greater London
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
The Sales Analyst will play a key role in supporting and enhancing Trium's distribution efforts, working closely with the Sales, Investor Relations and Marketing teams to help drive business development activities. The role offers broad exposure across the firm, with regular interaction with Portfolio Managers, Risk, Compliance and Operations, providing a strong understanding of how an institutional asset management business operates. The successful candidate will contribute to the efficiency and effectiveness of the distribution function by supporting client engagement, maintaining key systems and reporting, and helping to improve internal processes that underpin the firm's sales and investor relations activities.
Role Description
- Responsible for the CRM system – adding new opportunities / contact details, tracking sales developments, inputting interaction notes, sending weekly sales reports, making sure all sales activity and communication is in the system
- Assist Sales team with preparation for Sales meetings, including creating bespoke presentations as required, and actively follow-up with prospective Investors
- Working closely with the Compliance team to make sure all sales materials and activity are compliant, keeping note when materials are approved
- Supporting the team in sourcing new leads and contacting investors with updates
- Working closely with the Head of Sales and IR on teamwide projects and improvements to the wider sales process
- Opportunity to develop into a client-facing sales role over time, with increasing responsibility for investor relationships and business development as experience grows.
Qualifications
- Languages: English – Other European languages are an advantage
- Excellent attention to detail
- Strong organisation and team-building skills
- Excellent written and verbal skills
- Self-motivated and a self-starter
- Ability to multi-task
- Technologically aware with particular focus on CRM Systems, Microsoft Office (Word, PowerPoint and Excel in particular). Power BI a plus.
- If not already an FCA approved person, will need to undertake CFA UK Level 4 in Investment Management (formerly known as the Investment Management Certificate) to become an FCA Approved Person (CF30). Study support to be provided by Trium.