ECRM-Support-Data-Analyst

Shulman Fleming & Partners; New York (NY); Hybrid; USD 148,500 - 181,500; Full time

Job summary

A financial services firm in New York City seeks an experienced Equity CRM Support/Data Analyst. The role includes supporting Datazoic's Prism CRM, ensuring data quality, onboarding users, and generating reports. Candidates should have over 3 years of experience in CRM support and data analysis, with strong skills in SQL and Excel. This position offers a hybrid work model and requires local candidates with a collaborative mindset.

Qualifications

• 3+ years of experience in Equity CRM Support is required.
• Familiarity with Datazoic's 'Prism' CRM System is a plus.
• Strong analytical capabilities for data management.

Responsibilities

• Provide day-to-day support for Datazoic's Prism CRM.
• Onboard new users and maintain data quality.
• Address data quality issues and manage contact updates.
• Generate reports and configure research distribution lists.

Skills

Equity CRM Support Experience

Data Analysis Experience

Excel Spreadsheet Skills

SQL Proficiency

Job description

MUST be local to New York City, Hybrid Schedule

Salary up to $165k

No Sponsorship Available, No Third Party Resumes

A hands-on Equity Customer Relationship (CRM) Support / Data Analyst who will be responsible for handling Day-To-Day Production Support Issues and Data Quality Control Management. Candidate will work closely with the CRM vendor and the Business Users from Equity Research & Sales Trading to ensure the quality and integrity of research related data imports into the Prism CRM System. This will entail cleansing Contact Lists for new Analysts, Creating / Modifying Research Email Distribution Lists, Managing Research Publication Subscriptions, Periodic Vetting of Account / Stock Coverage Data and Providing Support for Monthly Interaction Uploads to the Aggregators. The role will also require working knowledge of SQL and the ability navigate the Prism Database to implement queries required for Production Support and to create Ad-Hoc User Reports upon request.

Responsibilities:

• Day-To-Day Support Datazoic’s Prism Equity Customer Relationship System (CRM)
• Onboarding New Users
• Support of Prism External Interfaces such as IPREO, BlueMatrix, SendGrid, VisibleAlpha
• Data Quality Control to ensure the Integrity of the CRM Database
• Investigate and Resolve Data Quality Issues
• Handle Employment Change Contact Updates
• Support Monthly Interaction Uploads to CorpAxe, Commcise, Dealogic
• Vetting new Analyst Contact Lists for Import into Prism
• Configuring of New Research Distribution Lists
• McLagan Quarterly Data Uploads
• Readership Report Generation
• Ad-Hoc User Report Implementation – Commissions, Coverage, Interactions
• User Excel Report Development
• Must be comfortable in a team-oriented environment and possess skills to “win over” the trust of a broad user base.

Qualifications:

• 3+ Years of Equity CRM Support Experience
• Knowledge of Datazoic’s “Prism” CRM System a plus
• 3+ Years of Data Analysis Experience
• Strong Excel Spreadsheet Skillset
• Well versed in SQL and Relational Databases