Institutional Sales Analyst, Officer - State Street Investment Management
Core
Support Account Executives to execute strategic priorities including growing Indexing share of wallet, maintaining Target Date Funds market position, and deepening client relationships.
Role type
Institutional Sales Analyst
Builds
Client pipelines, sales presentations, RFPs, and marketing campaign materials
Domain
Financial Services / Asset Management
Deliverable
product features
Required skills
Financial acumen, Relationship management, Project management, Research analysis, Reporting, Salesforce proficiency
Preferred skills
Negotiation, Decision making, Prioritization
Technologies
Salesforce
Responsibilities
Partner with Account Executives on client and prospect panels; Prepare client meeting follow-up materials; Project manage new business presentations and RFPs; Ensure SalesForce accurately captures account information; Conduct research on accounts including asset pools and asset allocation; Deliver timely reporting to stakeholders on progress; Assist in the management of marketing campaigns.
Seniority
Junior to Mid-level, hands-on IC