10 Portfolio Management jobs

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Les Customer Success Managers (CSM) connectent nos clients les plus stratégiques au portefeuille de solutions logicielles et de bureau de Refinitiv. Ce spécialiste joue un rôle clé en veillant à ce que nos clients découvrent toute la puissance de Refinitiv en mettant en œuvre des solutions de flux de travail tout en fournissant en permanence des conseils évolutifs mais adaptables. Le spécialiste possédera un portefeuille de bureau Refinitiv (Eikon & Refinitiv Workspace) sur un certain nombre de comptes de banque d'investissement (marchés de capitaux, conseil et recherche côté vente, etc.). Dans un rôle comprenant la gestion des relations, l'éducation et une expertise fonctionnelle approfondie, les CSM géreront l'adoption et l'expansion réussies de nos services au sein des comptes qui leur sont assignés. Conseiller de confiance à parts égales et architecte de la feuille de route, le CSM conçoit et met en œuvre des activités avec les décideurs clés, aide à réduire les risques...

About Revolut People deserve more from their money. More visibility, more control, more freedom. And since 2015, Revolut has been on a mission to deliver just that. With an arsenal of awesome products that span spending, saving, travel, transfers, investing, exchanging and more, our super app has helped over 20 million customers get more from their money. And we're not done yet. As we continue our lightning-fast growth, we believe that two things are essential to continuing our success: our people and our culture. So far, we have more than 3000 people, based in 20 offices around the world, working on our mission. And we're looking for more. We want brilliant people that love building great products, love redefining success, and love turning the complexity of a chaotic world into the simplicity of a beautiful solution. About the role The finance team is the backbone of Revolut’s business. The department has grown from its initial internal accounting remit to a major...

The Enablement Lead will manage a range of projects and business operations activities as part of and on behalf of the Portfolio Management & Execution team. Typical scope of work will be cross sector strategic challenges that require a senior leader influence to assess and propose solutions. Working with cross functional teams in multiple locations, the role will represent the D&A Customer Operations business as required with LSEG functions and other D&A cross functional teams, facilitating meetings to drive as the lead or as the Portfolio Management and Execution subject matter expert. The role will be responsible for driving change across the Portfolio Management and Execution team. Key Responsibilities Provide programme/project management support for initiatives with cross portfolio requirements. Lead detailed planning, engaging with partners and critically assessing requirements to setup execution teams for successful delivery of project objectives...

As part of the Sales Team, you will hunt for new prospects and opportunities with new and existing   customers.     Highly driven, you meet and exceed targets, winning trust with your natural people skills and have an in-depth proposition knowledge.  You know how to structure deals and how to leverage market and business acumen to outsell the competition.  With a close eye on the sales pipeline, you will identify more opportunities on a daily basis. Data and Analytics Division We are a global leader in data and analytics, providing a broad range of investment solutions and indices, trading workflow, capital market and wealth advisory, and risk intelligence. We work as a partner to our customers in every major global market. The quality and integrity of our data helps to give our customers the confidence to make critical decisions, create leading investment and trading products, and drive automation and efficiencies across operations. Role Summary The   Research...

Customer Success Managers (CSMs) connect our most strategic clients to Refinitiv’s portfolio of software & desktop solutions. This specialist plays a key role in ensuring our customers discover the full power of Refinitiv by implementing workflow solutions while continuously providing scalable yet adaptable guidance. The Specialist will own a Refinitiv desktop portfolio (Eikon & Refinitiv Workspace) across a number of accounts. In a role that is comprised of relationship management, education  and functional expertise, CSMs will manage successful adoption and expansion of our services within assigned accounts. Equal parts trusted advisor and roadmap architect, the CSM designs and implements activities with key decision makers, assists in reducing risk of competition and finds opportunities in his/her accounts. By redesigning our client’s business through user adoption of our suite of solutions, the CSM crafts the conditions for optimal renewal and upsell growth. Role...

We are looking for a driven individual with experience in Sales, Customer Success, Account Management or any front-line position with a passion to move into a sales role. The Sales Specialist is responsible for driving new sales revenue across Pacific by selling our Research and Portfolio Management (buyside) solutions to both existing and new clients. Your main accountabilities will be pro-actively prospecting, qualifying and closing new sales opportunities. You will lead on deals and be seen by customers and colleagues as a subject matter expert in the buy-side workflow, specifically in Research and Portfolio Management. The role works in close partnership with internal and external partners to proactively drive growth. Responsibilities Proactively drive pipeline creation and gross sales Hunter mentality – ability to source leads and contacts for the respective client segment Structure, negotiate and close deals, working closely with pre-sales and account teams....

Data and Analytics Division We are a global leader in data and analytics, providing a broad range of investment solutions and indices, trading workflow, capital market and wealth advisory, and risk intelligence. We work as a partner to our customers in every major global market. The quality and integrity of our data helps to give our customers the confidence to make critical decisions, create leading investment and trading products, and drive automation and efficiencies across operations. Role Summary As part of the Proposition Sales Team, you will hunt for new prospects and opportunities with new and existing customers.   Highly driven, you meet and exceed targets, winning trust with your natural people skills and have an in-depth proposition knowledge.  You know how to structure deals and how to leverage market and business acumen to outsell the competition.  With a close eye on the sales pipeline, you will identify more opportunities on a daily basis and you...

Customer Success Managers (CSMs) connect our most strategic clients to Refinitiv’s portfolio of software & desktop solutions. This specialist plays a key role in ensuring our customers discover the full power of Refinitiv by implementing workflow solutions while continuously providing scalable yet adaptable guidance. The Specialist will own a Refinitiv desktop portfolio (Eikon & Refinitiv Workspace) across a number of accounts. In a role that is comprised of relationship management, education  and deep functional expertise, CSMs will manage successful adoption and expansion of our services within his/her assigned accounts. Equal parts trusted advisor and roadmap architect, the CSM designs and implements activities with key decision makers, assists in reducing risk of competition and finds opportunities in his/her accounts. By redesigning our client’s business through user adoption of our suite of solutions, the CSM crafts the conditions for optimal renewal and upsell...

Position Summary As a Sales Specialist focusing on our Research & Portfolio Management products, you will be involved in all pursuit activities within an existing customer base primarily on the Buy-Side and within Sell Side Equity Research desks. You will be focusing on all sales (new, cross-sells, up-sells) in the US & Canada territories for these assigned products. You will lead on deals aligned to Research and Portfolio Analytics propositions and be responsible for your own quota. The role works in close partnership with internal stakeholders to proactively drive gross sales and revenue. Role Responsibilities Structure, negotiate and close deals Proactively identify pipeline opportunities, governed by the Account Managers Develop the sales strategy for their proposition within their territory Provide insights and share Refinitiv/ LSEG thought leadership on their proposition with customers Deliver customer demonstrations on their specific propositions...