Sales Support Analyst
3 days ago
**Overview**
**Who we are**:
For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5billion in revenues and a 23% return on tangible common equity.
BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including:
- Managing the custody of approximately $37 trillion financial assets of the world's leading institutional investors, hedge funds, sovereign wealth funds, and corporates
- Investing approximately $2 trillion as one of the largest global asset managers across a wide range of asset classes
- Providing collateral, liquidity, and funding for the world's largest banks through our markets franchise
- Serving family offices and high net worth individuals through our wealth management franchise
- Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers
- Advising large global corporations on a range of trust and other solutions
- Providing integrated managed data services to asset managers
**About BNY Mellon's Pershing**
BNY Mellon's Pershing is a leading provider of clearing and custody services that is uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation. Wealth managementand institutional firms outsource to Pershing for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting. Pershing brings together high-touch service, an opendigital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.
Pershing EMEA delivers services regionally across three proposition pillars:
- Trading: agency brokerage and execution services
- Institutional / broker dealer middle and back office solutions
- Wealth & Adviser Solutions: trading, settlement, custody, and investors books and records services to wealth managers, family offices and financial advisers.
Our Nexus Wealth and Nexus Investor (NWI) comprise a suite of 3rd party front office and investor tools (PMS, CRM, DMS, Investor Portal) deeply integrated with Pershing's trading, settlement and custody capabilities to deliver a feature rich and cost competitiveout of the box front-to-back-office solution for wealth managers and advisers in the UK and EU27, delivered as part of our Wealth and Adviser Solutions.
Pershing is recruiting a Business Development Analyst to work alongside our Business Development and Relationship Managers within the Pershing Client Group. This role will provide support to our client facing team and will have responsibility for optimisingbusiness processes, MI generation and analysis.
- Work to provide a seamless process for the business development team by coordinating internal business units to research and gather information necessary to engage with sales targets appropriately and assist with RFP (Request for Proposal) submissions.
- Maintain and refine proposal processes and proposal library content.
- Assist in collating all internal documents for opportunities which is presented to business acceptance for legal/business reviews.
- Streamline reporting and extract relevant information for the business. To reduce rekeying in multiple spreadsheets and upkeep of said spreadsheets. To work with the wider Analytics/machine learning teams to extract Engage (CRM) data and enrich it withother data to provide predictive information and alerts.
- Work alongside the client group to update the sales pipeline database
- Extract key issues from Engage (CRM)/client meeting reports, capture key detail such as client issues and pain points to feed into group MI and provide trend reporting.
- Implement new consistent processes for client sales, generate reports to help push business through and address blockers
- Works directly with the business development or relationship management team to assist with the sales process and preparing presentations for client/prospect meetings
- Acts as a resource for relationship managers to ensure information needed to complete a sale or to improve the sales process is provided in a timely fashion.
- Works directly with business development or relationship management teams as well as the wider client group and stakeholders, to clarify requirements for materials being developed. Leverages technological expertise for product sales and demonstrations.
- Contributes to the achievement of team objectives.
**Experience & Qualifications**:
- Ability to use Outlook, Word, Excel etc
- Project Management skills and experience desired but not essential
- Excellent written/verbal communication and effective listening skills
- Be confident and decisive; with strong interpersonal and planning skills
- Keen interest in MI and data analysis
- 2-5 years of re lated experience preferred; experience in the securities or financial services industry is preferred
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create,trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helpingclients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and morethan 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: careers.
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