Sales Director - Buy Side Research & Portfolio Analytics

Sales Director - Buy Side Research & Portfolio Analytics

London Full-Time 48000 - 84000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Drive sales of cutting-edge portfolio analytics to top-tier clients and expand existing accounts.
  • Company: Join an award-winning investment tech firm making waves in the analytics space.
  • Benefits: Enjoy a competitive salary, commission structure, and flexible working options.
  • Why this job: Make a real impact in a growing company while developing your sales career.
  • Qualifications: Experience in investment analysis sales and a proven track record in hitting targets required.
  • Other info: This role offers the chance to thrive in a dynamic, entrepreneurial team culture.

The predicted salary is between 48000 - 84000 £ per year.

Exciting sales career opportunity with responsibility for selling market leading multi-asset class portfolio analytics. Great sales opportunity to 'have impact' across existing accounts and seeking out new client names.

Our client is an international award-winning investment technology and research provider with a particularly strong institutional portfolio analytics offering, including multi-asset class performance, portfolio construction, attribution, factor analysis, manager research and risk analytics. The company is going through a global growth phase and certainly 'punches above its weight' against the bigger players, and as part of this growth are continuing to expand and looking to appoint a sales professional in London.

You will be responsible for selling their investment analytics & research solutions to institutional asset managers, fund managers, hedge funds, pension funds and asset allocators. The role focuses on new business revenue, but you will also have a book of existing clients to cross-sell and upsell to. You will have the freedom and flexibility to help take the company to the next stage of growth here in Europe and reap both the professional and personal rewards that come with such a sales position!

Appropriate applicants will have:

  • Experience selling buy side investment analysis / portfolio analytics / performance / risk analytics, index or investment research solutions. Ideally this experience will have been gained working for either a technology, financial information or investment research provider.
  • A proven track record of hitting sales targets, with a new business / revenue generation edge.
  • An articulate, consultative and confident sales approach.
  • The personal motivation and ability to contribute to a dynamic and entrepreneurial team culture.

This is a great time to join a global leader in portfolio analytics, where you can reap the rewards of making sales to new and existing clients! There’s certainly the chance to have a significant impact, so if you’re motivated to succeed and open to considering a new challenge, then let’s speak.

Location: London area (office/hybrid)

Remuneration: Appropriate basic salary & commission structure to reward sales performers.

If this role suits you please either apply online or introduce yourself in confidence to charlotte@excelsiorsearch.com quoting ref 12175.

Sales Director - Buy Side Research & Portfolio Analytics employer: Excelsior Search - Capital Markets Fintech Recruitment & Executive Search. Americas - EMEA - APAC.

Join a dynamic and innovative company that is at the forefront of investment technology and research, offering exceptional opportunities for professional growth in the heart of London. With a strong focus on employee development and a collaborative work culture, you will have the freedom to make a significant impact while enjoying a competitive remuneration package that rewards your sales achievements. Embrace the chance to be part of a global leader in portfolio analytics, where your contributions are valued and recognised.
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Contact Detail:

Excelsior Search - Capital Markets Fintech Recruitment & Executive Search. Americas - EMEA - APAC. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Sales Director - Buy Side Research & Portfolio Analytics

✨Tip Number 1

Network with professionals in the investment technology and research sector. Attend industry events, webinars, or local meetups to connect with potential clients and colleagues who can provide insights into the market and possibly refer you to opportunities.

✨Tip Number 2

Familiarise yourself with the latest trends in portfolio analytics and investment research. Being knowledgeable about current market developments will not only boost your confidence but also help you engage more effectively with potential clients during discussions.

✨Tip Number 3

Prepare to demonstrate your consultative sales approach. Think of specific examples from your past experiences where you've successfully identified client needs and tailored solutions accordingly, as this will resonate well with the hiring team.

✨Tip Number 4

Showcase your ability to work within a dynamic and entrepreneurial team culture. Be ready to discuss how you've contributed to team success in previous roles, as this aligns with the company's growth phase and collaborative environment.

We think you need these skills to ace Sales Director - Buy Side Research & Portfolio Analytics

Sales Strategy Development
Client Relationship Management
Consultative Selling
Market Analysis
Portfolio Analytics Knowledge
Investment Research Expertise
Performance Attribution Understanding
Risk Analytics Proficiency
New Business Development
Cross-Selling and Upselling Skills
Strong Communication Skills
Negotiation Skills
Target Achievement
Team Collaboration
Entrepreneurial Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in sales, particularly in buy-side investment analysis and portfolio analytics. Use specific metrics to demonstrate your success in hitting sales targets.

Craft a Compelling Cover Letter: Write a cover letter that showcases your consultative sales approach and your motivation to contribute to a dynamic team culture. Mention how your background aligns with the company's growth phase and their focus on institutional clients.

Highlight Relevant Skills: In your application, emphasise skills such as performance attribution, risk analytics, and portfolio construction. These are key areas for the role and will show your understanding of the industry.

Show Enthusiasm for the Role: Express your excitement about the opportunity to make an impact in a growing company. Mention your willingness to take on new challenges and how you can help drive revenue growth through new business development.

How to prepare for a job interview at Excelsior Search - Capital Markets Fintech Recruitment & Executive Search. Americas - EMEA - APAC.

✨Know Your Product Inside Out

Make sure you have a deep understanding of the multi-asset class portfolio analytics solutions offered by the company. Be prepared to discuss how these products can benefit institutional asset managers and hedge funds, as well as any recent developments in the industry.

✨Demonstrate Your Sales Success

Come ready to share specific examples of your past sales achievements, particularly in selling investment analysis or portfolio analytics. Highlight your track record of hitting targets and how you've successfully generated new business revenue.

✨Showcase Your Consultative Approach

During the interview, emphasise your consultative sales style. Discuss how you engage with clients to understand their needs and tailor solutions accordingly. This will demonstrate your ability to build strong relationships and drive sales.

✨Express Your Motivation and Team Spirit

Convey your enthusiasm for joining a dynamic and entrepreneurial team culture. Share examples of how you've contributed to team success in previous roles, and express your eagerness to help the company grow in Europe.

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