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Overview
A leading investment management firm is seeking a Client Data Analyst to enhance data integrity and support business development efforts across its Managed Account Division.
Responsibilities
- Compile and validate sponsor AUM and flow detail on a monthly basis, working with both internal and external parties.
- Incorporate all data into the Broadridge platform, adhering to required formats and naming conventions.
- Review all outputs to ensure accuracy, investigate anomalies, and resolve reporting errors.
- Create and maintain monthly, quarterly, and annual AUM/flow reporting, including board and management-level reports.
- Perform ongoing analysis of FA information and provide timely updates to Regional Directors.
- Oversee FA cash flow data and ensure accuracy of both existing FA records and FA prospects within the CRM.
- Conduct regular data quality checks to maintain completeness and consistency across all advisor-related data.
- Maintain the integrity and accuracy of CRM data, including FA and prospect records.
- Ensure data is updated in a timely manner to support Regional Directors, reporting, and marketing efforts.
- Maintain the quality of all client and prospect lists within the HubSpot marketing enablement platform.
- Manage lead generation workflows and HubSpot automation processes.
- Scrub, import, and update contact lists from the CRM into HubSpot to support business development initiatives.
- Assist with Seismic integration and ensure accurate alignment of data with sales enablement tools.
- Support ad hoc reporting requests from Regional Directors.
- Participate in special projects and cross-functional initiatives as assigned.
Qualifications
- 3+ years of experience within the investment management industry preferred.
- Bachelor's degree.
- Excellent presentation/communication skills (verbal and written).
- Strong project management abilities.
- Ability to work collaboratively in a team-based environment and execute upon agreed strategy.
Compensation
Base pay range: $70,000.00/yr - $100,000.00/yr
Salary: $70,000 $90,000, Plus Bonus
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