Committed to win-win relationships

Reporting

Responsabilities:

• Provides day-to-day support and administration of our Salesforce instance
• Manages Salesforce users, profiles, roles, permission sets and other administrative responsibilities
• Gains a deep understanding of our Salesforce setup and our sales processes to provide general support and training to sales team and new hires
• Generates and analyzes simple and complex reports from Salesforce based on business needs as requested by sales and sales management team
• Manages account assignments and account teams within Salesforce
• Performs testing of system enhancements within a test environment and other quality assurance tasks
• Maintains data cleanliness, identifies and resolves data inaccuracies within our systems
• Develops and maintains sales team resources as needed; performs routine updating of dashboards and process documentation

Skills:

• The ability to collaborate with investment teams.
• Strong communication skills.
• A knowledge of any relevant regulations (such as GDPR guidelines).
• A willingness to remain fully transparent with the findings.
• Excellent quantitative skills.
• A general understanding of asset management and the financial markets.
• A solid approach to ethics.