At a Glance
- Tasks: Ensure data integrity and operational effectiveness in CRM systems for Investor Relations.
- Company: Join a leading financial services firm with a focus on innovation.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Dynamic team environment with a strong emphasis on detail and communication.
- Why this job: Make an impact by supporting senior stakeholders with crucial data insights.
- Qualifications: Experience in data operations and proficiency in Salesforce or HubSpot required.
The predicted salary is between 35000 - 45000 £ per year.
PER is seeking a detail-oriented professional to join their Investor Relations team. The role focuses on ensuring data integrity and operational effectiveness across the team’s CRM systems.
Candidates should have strong data operations experience within financial services and be proficient with major CRM platforms like Salesforce or HubSpot.
The position demands exceptional attention to detail, clear communication skills, and the ability to support senior stakeholders with reporting and data workflows.
CRM Data & Reporting Analyst — BI & Data Ops in London employer: PER
At PER, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel in their roles. As a CRM Data & Reporting Analyst, you will benefit from comprehensive professional development opportunities, a supportive team environment, and the chance to make a significant impact within the Investor Relations team. Located in a vibrant area, our office offers a dynamic atmosphere that encourages creativity and growth, making PER an exceptional employer for those seeking meaningful and rewarding careers in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land CRM Data & Reporting Analyst — BI & Data Ops in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like PER. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace CRM Data & Reporting Analyst — BI & Data Ops in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to PER.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on PER's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at PER
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with PER.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at PER will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former PER employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
