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Senior Distribution Reporting Expert
3 weeks ago
Distribution Reporting Specialist
About the RoleThis senior role involves overseeing regulated activities in the EU and collaborating with teams to deliver timely sales reports and analytics.
You will be responsible for leading sales activity oversight to support global distribution strategies, providing sales reporting, streamlining processes, and automating insights using dynamic visualization tools.
Liaising with Finance is also crucial to ensure accurate sales attribution for firm reporting.
This role requires close collaboration across various projects aimed at strategy, process, and efficiency improvements.
Key Responsibilities- Collaborate with Client Reporting and Analytics Team to deliver sales reports and analytics on time.
- Lead sales activity oversight to support global distribution strategies.
- Provide sales reporting, streamline processes, automate insights using dynamic visualization tools.
- Liaise with Finance for accurate sales attribution.
- Participate in projects across strategy, process, and efficiency improvements.
- 7+ years of demonstrable experience in reporting and analytics within asset management industry.
- Strong analytical and technical skills; advanced proficiency in Microsoft Excel and PowerPoint.
- Experience with Alteryx, Tableau, or Salesforce.com preferred.
- Relevant distribution experience in an Irish regulated role.
