Job details
Job type full-time
Full job description
Job advert: about euromoney institutional investor euromoney institutional investor plc (www.euromoneyplc.com ) is listed on the london stock exchange and is a member of the ftse 250 share indexIt is an international business-information group covering asset management, pricing information, and data and market intelligence under brands including euromoney, institutional investor, bca research, ned davis research and fastmarketsThe group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
About the division asset management includes the euromoney brands that serve the global asset management industryThrough its bca research and ndr brands it provides independent research which enables clients to make better investment decisionsInstitutional investor runs networks and conferences which bring asset allocators and managers together in effective and efficient ways and provides critical news and dataOverall, the division has over 350 staff including research and editorial staff of around 100, and sales and marketing teams totaling more than 110, as well as significant it, production, operations, finance and other support teams, of more than 140 in totalThe division operates internationally with staff in new york, venice (florida), boston, atlanta, montreal, san francisco, london, hong kong, sydney, são paulo and cape townCurrently, asset management is ~$186m in revenue, ~41% ebitda margin, ~76% recurring revenue and #1 market share.
For 50 years, institutional investor has provided must-have information for the world`s most influential decision-makers in traditional and alternative asset managementToday, the largest part of the business is its subscription-based membershipsInstitutional investor also offers highly respected thought-leadership products as well as proprietary benchmark rankings and ratings of buy-side and sell-side research, hedge fund activity, and asset and wealth management.
Bca research is the leading independent provider of global investment researchSince 1949, bca research`s mission has been to shape the level of conviction with which our clients make investment decisions, through the delivery of leading-edge analysis and forecasts of all the major asset classes and economies.
Ndr helps investment management firms make better decisions with unbiased, insightful and risk-appropriate market and global economic data and analysisIn 1980, ned davis founded the investment research group based on his fundamental belief that making money was more important than being rightThis belief drove a passion for analysis and the market and allowed ndr to evolve to be one of the largest independent institutional investment research providers in the marketToday ndr is widely recognized for concise commentary and unbiased views, offering investors insight into forces driving the markets.
The asset management division was recently created and we need to align our crm capabilities across the three businesses (bca research, ndr and institutional investor)The role of the business analyst is to understand the needs of users of amd’s crm systems and translate those into requirements that can be delivered by the business systems development team in conjunction with the crm product owner.
The crm systems will all have salesforce salescloud at their core along with marketing automation systems and solutions such as dun & bradstreet optimizer.
The role is currently remote and can either continue to be full-time remote permanently, part-time remote or permanently based in one of our north america office locations - new york, venice, fl or montreal.
Key objectives
Facilitate clear and open communication between crm system stakeholders and technical teams
Understand and clarify what crm system stakeholders want to accomplish.
Create clear and concise documentation of requirements in a way that allows easy sharing between teams and aids understanding.
Facilitate workable solutions based on analysis, knowledge of crm capabilities (specifically of salesforce) and the needs of stakeholders.
Ensure that implemented solutions are meeting expectations and delivering benefits.
Specify requirements and oversee testing of new functionality
Build training material to support new functionality and elicit feedback to allow improvements.
Key stakeholders/resources
Divisional cro/sales heads
Divisional regional sales leads
Cto of the division
Divisional heads of sales operations (crm product owners)
Divisional head of business systems
Divisional business systems team and central business applications team
Experience, skills & attributes
Experience
Good understanding of b2b crm systems based on salesforce, required
Experience in understanding b2b customer needs, required
Experience working with global or remote teams, required
Record of on-time delivery and accountability, required
Excellent analytical and communication skills, required
Proficient in eliciting requirements, needs analysis and documenting requirements, required
Problem solving, required
Bachelor’s degree, preferred
Flow and process diagramming, preferred
Wireframing, preferred
Business data analytics, preferred
Experience in lean and agile software development, preferred
Knowledge of marketing automation systems, such as hubspot or pardot, preferred
Knowledge of bi systems, such as tableau or power bi, preferred
Skills and attributes
Customer focus, required
Intellectually curious about financial and professional services and the markets we serve, required
Three years hands-on experience with salesforce sales cloud and/or service cloud as a power user or administrator, required
Salesforce administrator certification, desirable
Recognised business analyst certification, desirable
Kpis/measures
Agreed ongoing product roadmap (including retirement of underperforming products)
Production and ongoing delivery of agreed crm system kpis
Successful delivery of agreed of new crm functionality
Increased productivity for crm system users
Euromoney institutional investor plc provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
