Sales Enablement Business Analyst, Senior Associate (m/f/d)

State Street; München; Vor Ort; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A leading financial services firm in Munich is seeking a Business Analyst to support client strategy and revenue-generating activities. Responsibilities include creating sales presentations, assisting in deal structuring, and managing client relationships. The ideal candidate should have 3-5 years of professional experience and be fluent in both English and German. This role offers a hybrid working model, allowing you to balance home and office work.

Leistungen

Inclusive development opportunities

Flexible work-life support

Paid volunteer days

Qualifikationen

• 3-5 years of professional experience required.
• Fluent in English and German, both written and spoken.
• Experience in project management is a must.

Aufgaben

• Create and tailor professional sales collateral.
• Assist in deal structuring and documentation for approvals.
• Support post-mortem reviews to improve sales lifecycle.

Kenntnisse

Presentation design

Detail oriented

Time management

Ability to work autonomously

Good communication skills

Ausbildung

3-5 years post undergraduate professional experience

Fluent in English and German

Experience in project management

Tools

MS Word

MS Excel

MS PowerPoint

Jobbeschreibung

Overview

Who we are looking for

State Street’s Relationship Management/Sales Enablement organization is seeking to fill a Business Analyst role. The role will have exposure to the development of prospective/existing client strategy, assisting in deal structuring support, and crafting presentations, and providing support to the revenue generating activities.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

What you will be responsible for

As Business Analyst you will

• Creation and/or tailoring of professional sales collateral, including general and customised client solution presentations, case studies, analysis of sector-specific themes and insight
• Assist in deal structuring including preparing documentation for internal deal approvals
• Participate in deal analysis, including post-mortem reviews intended on identifying areas for improvement throughout the sales lifecycle
• Support for adhoc initiatives and projects related to sales and coverage including: touchpoint for client admin for contracts and fee schedules, supporting account plans, co-ordinating and preparing client meetings, completion of intake forms, AdTrax & Volker requests.
• Basic Project Management of prospective client RFPs, Due Diligence requests (DDQs), Requests for Information (RFIs), and other similar requests
• Other adhoc query resolution to support sales and relationship managers.

What we value

These skills will help you succeed in this role:

• Proven skills in presentation design and a good eye for aesthetics will be an advantage
• Detail oriented - focus on accuracy, quality, and execution
• High level of integrity and trust with confidential information
• Excellent time management skills: ability to work on multiple projects simultaneously
• Displays ownership and initiative
• Ability to work within a team, as well as autonomously
• Interest to build an internal network and to communicate effectively across multiple countries and State Street divisions with various levels of management

Education & Preferred Qualifications

• 3-5 years post undergraduate professional experience
• Fluent speaking, reading, and professional writing skills in English and German
• Experience in project management
• Solid understanding and proficiency in MS packages especially Word, Excel, and Powerpoint
• Knowledge in one or more of the following sectors will be a plus: Sovereign Wealth Funds/Central Banks/Official Institutions, Insurance, Asset Managers, Asset Owners/Pension Funds, Alternatives
• Provide appropriate management information as required to support business unit decision making
• Support the ‘Risk Excellence’ culture within the business
• Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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