M&A Data Specialist | Salesforce & Power BI

Baird; City Of London; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading financial services firm in London is seeking a detail-oriented Data Specialist to support the Financial Sponsors Group in delivering high-impact data solutions. The successful candidate will manage critical CRM systems, create tailored reports, and assist senior bankers. Requires strong organizational skills, proficiency in Salesforce and Power BI, and experience in a fast-paced environment. This role offers growth opportunities within a dynamic team.

Qualifications

• Must have experience in a fast-paced, deadline-driven environment.
• Degree qualified in a relevant field such as Finance or Data Analytics.
• Demonstrated interest in finance and investment banking.

Responsibilities

• Prepare sponsor-specific information packages for client meetings.
• Create Salesforce reports and Power BI dashboards.
• Assist in the update and maintenance of banker-specific reports.
• Conduct daily data processing within internal databases.

Skills

Strong client service

Excellent organization

Effective time management

Confident self-starter

Communication skills

Education

Degree in Finance, Business, or Data Analytics

Tools

Salesforce

Power BI

MS Office

Job description

A leading financial services firm in London is seeking a detail-oriented Data Specialist to support the Financial Sponsors Group in delivering high-impact data solutions. The successful candidate will manage critical CRM systems, create tailored reports, and assist senior bankers. Requires strong organizational skills, proficiency in Salesforce and Power BI, and experience in a fast-paced environment. This role offers growth opportunities within a dynamic team.