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- Tasks: Support data-driven sales decisions and financial modelling for a cutting-edge investment platform.
- Company: Join FundGuard, the AI-powered leader in investment accounting technology.
- Benefits: Competitive salary, growth opportunities, and a chance to work with top financial institutions.
- Other info: Dynamic team environment with opportunities for professional development.
- Why this job: Make an impact in the finance industry with innovative technology and data analysis.
- Qualifications: Degree in finance or related field, 3+ years in analytics, and strong Excel skills.
The predicted salary is between 36000 - 60000 £ per year.
FundGuard, the asset management industry's first AI-powered, fully cloud-native investment accounting platform, is hiring a Commercial Analyst to support data-driven sales and go-to-market decisions through robust internal and external analysis and financial modeling. The role provides insight into sales targets versus budget, pipeline performance, and revenue forecasting, and is responsible for producing data sets - primarily from our HubSpot CRM - that underpin commercial oversight and reporting to stakeholders, including the Board.
Working closely with the Chief Commercial Officer's team and partnering across Sales and Marketing, the ideal candidate will have expertise in HubSpot (or similar CRM), strong analytical capabilities, and advanced Excel skills, including the ability to model current-state and forward-looking scenarios.
Key Responsibilities- Coordinate and report commercial financial analysis aligned with overall organizational reporting
- Build sales and CRM pipeline targets that align with FundGuard budgets and support required revenue generation
- Ensure new-logo growth and existing-client pipeline expansion is sufficient to meet or exceed budgeted targets
- Reconcile sales and CRM pipeline data with regional P&L reporting
- Produce market research and data analysis to monitor industry trends and performance
- Define and agree sales BI and performance reporting requirements
- Align commercial reporting with weekly and monthly group reporting cycles
- Use SF and PBI dashboards to deliver regular performance-vs-budget insights, highlighting variances and improvement opportunities
- Analyse HubSpot data to identify pipeline strengths, weaknesses, trends, risks, and opportunities
- Provide performance analytics to support individual and team management across Sales and CRM
- Respond quickly to new reporting needs and produce ad-hoc management financial reports
- Maintain deep expertise in FundGuard's HubSpot configuration, data structure, and reporting capabilities
- Partner with sales and commercial leaders to define and support HubSpot performance analysis requirements including pipeline velocity, composition and predicted pipeline health
- Produce HubSpot-based performance MI for senior management, Board reporting, and weekly/monthly cadences – including relevant commentary
- Build dashboards aligned with group reporting to support effective sales management
- Degree in accounting, finance or related field strongly preferred
- 3 years+ experience in analytical role
- Exceptional Excel and financial modeling skills
- Extensive experience budgeting and financial modeling
- Strong working knowledge of HubSpot and its outputs
- Good communication skills
- Self-starter but can also work as a team
About FundGuard
FundGuard is the AI-powered, cloud-native investment accounting platform redefining how asset managers and fund administrators operate. By unifying support for all asset classes, books of record, investment products, and jurisdictions on a single platform, FundGuard drives digital transformation, operational automation, and resilient, cloud-native scalability for the world's leading financial institutions.
Join Us
Backed by strategic partners including Citi and State Street, and by leading venture firms such as Blumberg Capital, Key1 Capital, LionBird Ventures and Team8, FundGuard is trusted by global financial institutions to help them scale with confidence, operate with precision and stay ahead of what's next. If you're looking to work on category-defining technology that's transforming a mission-critical industry, we'd love to meet you.
Commercial Analyst in London employer: FundGuard
Contact Detail:
FundGuard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Analyst in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at FundGuard. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Show off your skills! Prepare a mini-project or analysis using HubSpot data or Excel modelling. This will not only demonstrate your expertise but also give you something tangible to discuss during interviews.
✨Tip Number 3
Be proactive! If you see a gap in the market or an area for improvement in FundGuard's offerings, mention it. Companies love candidates who think outside the box and can contribute to their growth.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in being part of the FundGuard team.
We think you need these skills to ace Commercial Analyst in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Commercial Analyst role. Highlight your experience with HubSpot, Excel, and any relevant financial modelling skills. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your analytical skills can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Analytical Skills: In your application, don’t forget to showcase your analytical capabilities. Mention specific projects or experiences where you’ve used data to drive decisions. We’re all about data-driven insights here at FundGuard!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our innovative team at FundGuard!
How to prepare for a job interview at FundGuard
✨Know Your Numbers
As a Commercial Analyst, you'll be dealing with data and financial models. Brush up on your Excel skills and be ready to discuss how you've used data analysis in previous roles. Prepare specific examples of how your insights have driven sales or improved performance.
✨Familiarise Yourself with HubSpot
Since HubSpot is a key tool for this role, make sure you understand its functionalities inside out. If you have experience with similar CRMs, be prepared to draw parallels and explain how that knowledge can transfer to HubSpot.
✨Understand FundGuard's Market Position
Research FundGuard and its competitors. Be ready to discuss industry trends and how they might impact the company's sales strategy. Showing that you understand the market landscape will demonstrate your analytical capabilities and strategic thinking.
✨Prepare for Scenario Questions
Expect questions that ask you to model current-state and forward-looking scenarios. Practice articulating your thought process when analysing data and making recommendations. This will showcase your analytical skills and ability to think critically under pressure.