Sales Analyst
Overview
A fast-growing financial services firm specializing in innovative exchange-traded products (ETPs) is seeking a detail-oriented and proactive Sales Analyst to support the firm's business development and distribution strategy. This firm focuses on delivering unique, thematic investment solutions in dynamic markets such as commodities, technology, and volatility. The Sales Analyst will play a critical role in analyzing sales trends, supporting client engagement efforts, and ensuring the internal sales and marketing teams are equipped with timely, actionable insights.
Key Responsibilities
Analyze sales data and market trends across multiple distribution channels to uncover opportunities and optimize strategy.
Prepare customized sales reports, dashboards, and presentations for internal stakeholders and external clients.
Support sales team with prospecting efforts by identifying high-potential RIAs, wirehouses, and institutional investors.
Collaborate with marketing and product teams to align messaging with current sales performance and client demand.
Maintain and update CRM systems (e.g., Salesforce), ensuring accurate tracking of activity, pipeline, and outcomes.
Conduct competitive analysis to benchmark product performance and identify whitespace in the market.
Assist in preparing due diligence questionnaires (DDQs), client onboarding documents, and RFP responses when needed.
Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field.
1–3 years of experience in sales analytics, investment research, or financial services.
Strong proficiency in Excel and CRM tools; experience with data visualization platforms (e.g., Tableau, Power BI) is a plus.
Familiarity with ETFs, mutual funds, or structured products is highly desirable.
Excellent communication skills, with the ability to distill complex data into clear, actionable insights.
Highly organized and self-motivated, with a passion for financial markets and investor behavior.
Why Join
You'll be part of a nimble, forward-thinking firm that blends Wall Street rigor with startup energy. This is an opportunity to grow your career at the intersection of finance, analytics, and innovation, with exposure to niche products and fast-moving thematic strategies.
Average salary estimate
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