Platform Distribution Analyst
Core
Support the visibility, adoption, and commercial success of the firm's fund range across key third-party platforms and distribution channels.
Role type
Fund distribution analyst
Builds
Accurate fund data, onboarding processes, and distribution reporting for intermediary and institutional marketplaces
Domain
Asset management / Fund distribution
Deliverable
dashboards & analysis
Required skills
Fund data validation, platform relationship management, regulatory disclosure preparation, commercial data analysis, stakeholder management, Microsoft Excel, PowerPoint
Preferred skills
UCITS fund knowledge, experience with Allfunds/FNZ/Pershing/Clearstream, Morningstar Direct/FE Fundinfo/Bloomberg
Technologies
Microsoft Excel, PowerPoint, Allfunds, FNZ, Pershing, Clearstream, Morningstar Direct, FE Fundinfo, Bloomberg
Responsibilities
Maintain relationships with fund platforms and third-party distributors; Produce and validate fund data for platforms and vendors; Generate reporting on platform assets, fund flows, and sales activity; Support the assessment of new share classes and distribution initiatives; Respond to platform information requests, questionnaires, and RFPs; Ensure adherence to compliance standards and accurate record keeping.
Seniority
Junior to Mid-level, hands-on IC