Sales Support and Coordination

<ul>
<li style="margin-left:0px;">Facilitate access to data required by APAC sales team for additional market research.</li>
</ul>

<ul>
<li style="margin-left:0px;">Coordinate creation of accurate and stable monthly strategy data and commentaries.</li>
</ul>

<ul>
<li style="margin-left:0px;">Assist in sending quarterly strategies updates to clients based on predefined email format and client lists.</li>
</ul>

<ul>
<li style="margin-left:0px;">Follow up and coordinate with internal teams, including Performance Analytics Group ( PAG ), Request for Proposal ( RFP ), Contracts Office and Onboarding teams, to ensure seamless operations and timely completion of tasks.</li>
</ul>

<ul>
<li style="margin-left:0px;">Provide market intelligence and competitive analysis reports to support the sales team.</li>
</ul>

<ul>
<li style="margin-left:0px;">Provide support for customized presentation in collaboration with Presentations team and Compliance team.</li>
</ul>

<ul>
<li style="margin-left:0px;">Convert Global reports to Australian centric reports.</li>
</ul>

Client Service Support and Coordination

<ul>
<li style="margin-left:0px;">Proactively engage with APAC CS to provide support and coordination.</li>
</ul>

<ul>
<li style="margin-left:0px;">Coordinate the negotiation and completion of legal agreements in relation to reporting and delivery requirements. Work towards standardization of reports and assist with non-standard client reporting as and when required.</li>
</ul>

<ul>
<li style="margin-left:0px;">Coordinate AML and KYC activities to ensure compliance with regulatory requirements.</li>
</ul>

<ul>
<li style="margin-left:0px;">Complete Annual DDQs, liaise with internal teams to gather relevant data and ensure the quality and consistency of data presented.</li>
</ul>

<ul>
<li style="margin-left:0px;">Coordinate with internal teams for RFP and ad-hoc performance data requests from clients.</li>
</ul>

<ul>
<li style="margin-left:0px;">Work with Operations teams to facilitate operational set up where necessary.</li>
</ul>

<ul>
<li style="margin-left:0px;">Daily upload of NAVs onto Singapore and Hong Kong platforms, monthly Fact sheet and Commentary upload, send Monthly/Quarterly report to clients and facilitate ad-hoc Top-Ups/Redemption flows via Salesforce.</li>
</ul>

<ul>
<li style="margin-left:0px;">Communicate important notifications to fund investors and upload fund collaterals onto Fundinfo.</li>
</ul>

Marketing Support and Coordination

<ul>
<li style="margin-left:0px;">Provide client engagement via email marketing using Salesforce Marketing Cloud ( SFMC ).</li>
</ul>

<ul>
<li style="margin-left:0px;">Update monthly highlights for focus funds and send to clients using SFMC.</li>
</ul>

<ul>
<li style="margin-left:0px;">Curate and build collection of Insights produced by EMEA/US for various APAC sales teams and send to clients.</li>
</ul>

<ul>
<li style="margin-left:0px;">Download standard presentation decks, strategy factsheets and any relevant documents based on strategies required by APAC team from Seismic or Sharepoint, comply in Adtrax and reupload to the APAC folder in Seismic.</li>
</ul>

Lead Business Analyst in New Delhi (UID-10876)

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