Sales Performance Analyst role at Boeing supporting sales operations with data insights and process improvements. Analyze sales data and drive performance metrics across cross - functional teams.
About the role
- Asset Owner Sales Director focused on developing index strategies in the asset owner community. Establishing relationships with pension funds, endowments, and consultants to drive index adoption.
Responsibilities
- Create an asset owner and consultant business plan designed to establish Morningstar Indexes as a benchmark of choice.
- Build and maintain relationships with key influencers in the asset owner community.
- Generate demand for Morningstar indexes and data by securing investment mandates from asset owners, or via consultant relationships.
- Understand the competitive landscape including comparing Morningstar Indexes with other indexes in key performance areas.
- Collaborate with Morningstar Research & Data, Sustainalytics, PitchBook and other Morningstar teams to formulate consistent strategies.
Requirements
- At least five (5) years’ experience in institutional sales and account management in the investment index industry.
- Proven track record of exceeding prior annual sales or mandate targets.
- Knowledge of the asset owner investment and decision-making process as well as the competitive landscape.
- Ability to build long-term client relationships with executive and senior leadership within the asset owner community through a hands-on, collaborative, customized approach.
- Knowledge of institutional distribution networks and influence forums (publications, events, conferences)
- Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
- Ability to understand complex investment concepts.
Benefits
- Flexible working hours
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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