Data Specialist – Investment Banking CRM & Analytics

Baird; City Of London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading investment banking firm in the City of London is seeking a Data Specialist to support its Financial Sponsors Group by delivering high-impact data solutions. The ideal candidate should possess strong organizational skills and technical proficiency in tools like Salesforce and MS Office. Responsibilities include preparing client-specific information packages, managing opportunity tracking workflows, and maintaining critical CRM systems. This role offers a chance to significantly impact investment banking operations while advancing your career in a dynamic environment.

Qualifications

• Previous administrative experience, ideally in Investment Banking.
• Demonstrable technical skill set is essential.

Responsibilities

• Prepare sponsor-specific information packages for client meetings.
• Manage opportunity tracking discussions and reports.
• Create tailored Salesforce reports and dashboards.
• Coordinate with senior bankers on supply requests.
• Daily processing of private equity data within CRM.
• Update sponsor database with investment criteria.
• Communicate with Global Investment Banking team regularly.

Skills

Client awareness

Strong organisational skills

Excellent communication skills

Proactive problem-solving

Technical proficiency in MS Office

Self-starter

Tools

Salesforce

MS Excel

PowerPoint

Job description

A leading investment banking firm in the City of London is seeking a Data Specialist to support its Financial Sponsors Group by delivering high-impact data solutions. The ideal candidate should possess strong organizational skills and technical proficiency in tools like Salesforce and MS Office. Responsibilities include preparing client-specific information packages, managing opportunity tracking workflows, and maintaining critical CRM systems. This role offers a chance to significantly impact investment banking operations while advancing your career in a dynamic environment.