Head of staff

Jordan martorell s.l.; Ciudad de México; Presencial; MXN 600,000 - 800,000; Jornada completa

Descripción de la vacante

A leading international asset management firm is seeking a Head of Staff to support commercial activities and optimize processes across Europe and Latin America. This strategic role involves conducting financial analysis, generating insights for decision-making, and managing projects efficiently. The ideal candidate will possess strong analytical skills, proficiency in Salesforce and Power BI, and excellent organizational abilities. Competitive compensation is offered based on experience.

Servicios

Professional development opportunities

Dynamic multicultural environment

Competitive compensation package

Formación

• Proficient in Salesforce and Power BI for monitoring sales activity.
• Solid analytical skills to interpret KPIs and budgets.
• Strong project management experience to handle multiple tasks.

Responsabilidades

• Organize meetings with sales teams and plan business trips.
• Monitor sales activity and prepare strategic presentations.
• Analyze third-party activity performance and ROI.

Conocimientos

Salesforce proficiency

Power BI proficiency

Data Analytics

Project Management

Strong organizational skills

Herramientas

Excel

SQL

Python

Descripción del empleo

We are looking for a Head of Staff to join a leading international asset management firm. The role will support the Head of Sales in coordinating commercial activities, conducting strategic and financial analysis, and optimizing processes to drive sales growth across Europe and Latin America. This position combines organizational responsibilities, advanced reporting, and the generation of actionable insights to enable informed decision-making.

Responsibilities

• Organize regular meetings with sales teams and plan business trips across European countries.
• Coordinate meetings with LPs (primarily private banks) in various markets.
• Monitor sales activity through Salesforce and Power BI, including pipelines, net new money, and budget comparisons.
• Prepare strategic presentations for executive committees, offsites, and internal/external meetings.
• Analyze third-party activity (partners in LatAm and Scandinavia) to assess performance and ROI.
• Identify key issues within the commercial organization and propose solutions to advance strategic objectives.
• Financial and Strategic Analysis: Ability to interpret KPIs, margins, ROI, and budgets to extract actionable insights.
• Data Analytics: Proficiency in Salesforce, Power BI, and advanced Excel; knowledge of SQL or Python is a plus.
• Project Management: Strong organizational skills to coordinate agendas, travel, and events while maintaining budget control.
• Results-Oriented: Focus on revenue optimization, cost control, and continuous process improvement.

What We Offer

• A strategic role with visibility at the executive level.
• A dynamic and multicultural environment.
• Professional development opportunities within a leading alternative asset management organization.
• Competitive compensation package based on experience.