Position Overview The Internal Sales/Client Data Specialist will partner with Schroders' Institutional Directors to provide sales support activities by coordinating all data analytics/intelligence and pipeline deliverables for both current and prospective clients, and working closely with the Institutional Sales, Consultant Relations, and Client Services to anticipate and meet assigned deadlines.
Responsibilities Data Analytics Support for Business Development activities
Client and Prospective Client intelligence
Investment market trends
Sales Channel analytics
Become familiar with third-party data providers, vendors, and platforms
Develop a functional knowledge of Schroders' products
Work with client relationship management database (Salesforce) to track meetings, client information, etc.
Aid in cleansing and maintaining Salesforce data
Assist the team in achieving its goals, including asset retention and client satisfaction as well as increasing inflows, building new business and expanding product offerings with new opportunities.
1-2 years prior data analytics experience, preferably within financial services
Strong background in database/spreadsheet management and/or programming/coding
Desire to succeed, self-starter with energy, enthusiasm and desire necessary to achieve goals in a consistent and timely manner
Excellent verbal and written communication skills
Attention to detail and consistency across reporting is key
Able to prioritize and manage multiple pieces of work at the same time in an often fast-paced environment
Analytical skills and ability to work with and interpret data
Able to work independently and collaborative effectively in team settings
Advanced Excel skills (v-lookups, pivot tables, and formulas)
Knowledge of financial industry and products
Experience working with or interest in learning relational databases (SQL) and data visualization software (Tableau, Power BI, etc.)
Ability to quickly learn new programs and applications
Growing interest in the world of data and using data to drive actions
ADA Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990. EEO/Affirmative Action Schroder Investment Management North America Inc. is an affirmative action-equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, age, marital status, national origin, ancestry, sex, sexual orientation, gender identity or expression, intellectual disability, mental disability or physical disability, including, but not limited to, blindness, or protected veteran status.