M&A Data Specialist: Salesforce & Power BI

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

Job summary

A leading investment banking firm is seeking a detail-oriented Data Specialist to support their Financial Sponsors Group. This role involves preparing sponsor-specific packages, managing workflows, and maintaining CRM and reporting systems using Salesforce and Power BI. The ideal candidate will have a degree in a relevant field, some administrative experience, and strong organizational skills. This is a unique opportunity to contribute to high-profile initiatives in a dynamic environment while facilitating data-driven decision-making.

Qualifications

• Experience in a fast-paced, deadline-driven environment.
• Administrative experience, preferably in Investment Banking.
• Demonstrated interest in finance and investment banking.

Responsibilities

• Prepare sponsor-specific information packages.
• Manage opportunity tracking workflows.
• Create Salesforce reports and Power BI dashboards.
• Assist with the update and maintenance of FSG banker-specific reports.
• Coordinate with senior bankers on information requests.

Skills

Strong client service

Excellent organization

Time management

Proactive problem-solving

Education

Degree in Finance, Business, Data Analytics, or related field

Tools

Salesforce

Power BI

MS Office

Job description

A leading investment banking firm is seeking a detail-oriented Data Specialist to support their Financial Sponsors Group. This role involves preparing sponsor-specific packages, managing workflows, and maintaining CRM and reporting systems using Salesforce and Power BI. The ideal candidate will have a degree in a relevant field, some administrative experience, and strong organizational skills. This is a unique opportunity to contribute to high-profile initiatives in a dynamic environment while facilitating data-driven decision-making.