Distribution Management Analyst
2 weeks ago
Position Type:
Contract
Hybrid
Required:
- Excellent communication, writing, judgment, and problem-solving skills
- Strong attention to detail as well as solid organization/time management skills
- Must be an enthusiastic and positive team player who is willing to help out and who works well with colleagues
- High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
- Undergraduate degree required; with 2-4 years of experience
- Self-starter with ability to work independently as well as work collaboratively in a team environment
- Professional maturity, self-confidence, decisiveness, and outstanding business judgment
- Proficient in Microsoft Office applications, especially Excel
- Ability to lead multiple projects / processes at the same time (time management and prioritize).
Responsibilities:
- Distribution Management Analyst
- Ability to support, lead and execute projects / BAU work from Chief Information Officer of Salesforce; Support Global Institutional and Intermediary Business
- Ability to multitask and operate efficiently allocating time across different business functions: Salesforce, SS&C, Presentations, Data Analysis, Expenses, Training, Vendor Management, etc.
- Ability to support and field questions from various teams: Business Development services, Internal Audit, Sales individuals, Senior Management, Compliance, Legal, etc.
- Liaise with sales team members from the U.S. Intermediary Sales Team to facilitate the Expense Reimbursement process daily
- Oversee start to finish process with invoice payments from vendors and broker dealers
- Provide support for tracking progress of Distribution Management’s projects and analyze the data as needed to assist management in the prioritization of work
- Navigate Firm’s resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services
- Ability to maintain excellent communication standards, including with senior management and sales representatives
- As part of Distribution Management work with IT resources on Salesforce enhancements where needed with a focus of building efficiency/improving user experience
- Identify opportunities for changes and implement initiatives to improve processes
- Ad-hoc projects.
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