Asset Management - Sales Support - Analyst

You are a strategic thinker passionate about driving solutions. You have found the right team. As a Sales Support Analyst in Asset Management, you will be responsible to provide a fully integrated center of relationship intelligence, connecting all touch points across the client lifecycle - to help drive sales performance and deliver a purposeful client experience. The India Sales Support team is fully-integrated with the Client Advisors on location and works closely with our clients, client advisors, financial advisors, relationship managers and global sales support teams to help facilitate the process. The role also requires coordinating with various cross-functional internal teams (Client Service, Marketing, Product, Finance, MIS/Business Intelligence and Technology) to be able to provide holistic coverage across the cycle. - Liaise with Internal Client Advisors and Client Advisors to generate Portfolio Insights analysis reports. - Document sales activity and information in Salesforce, and drive product strategy for tracking and compliance purposes. - Report Types include heatmap analysis, investment comparisons, hypotheticals, FI 360s, excess return, return correlation, and overlap reports. - Create proposals and illustrative models for key sales representatives as needed. - Collaborate with team members, internal partners, and investment professionals throughout the firm on various projects. - Maintain client and internal information in CRM tools, various databases, and systems. - Gain an understanding of the sales process to better align requirements with changing business scenarios. - Relevant industry experience and market knowledge of the sales process