- Fixed Income Sales Specialist
2010 - maintenant
The Portfolio Analytics team delivers portfolio analytic applications such as Equity Portfolio Analysis,Fixed Income Portfolio Analytics, Style, Performance, and Risk Analysis, Quantitative Analysis, and Portfolio Optimization. While the primary market for these products has been Investment Managers, the base is quickly expanding to include other firms involved in portfolio management.
I provide in-depth knowledge about all related products and portfolio management issues to prospects, existing clients, and FactSet Sales and Consulting teams.
I work towards a personal and group sales target, contributing across the board in client contacts, marketing, internal and external training, and product development and awareness. The job include product demonstration and product trial management, cross-group presentations, and conference attendance.
- Work with generalist FactSet salesforce in the sales process to deliver revenue goals from FactSet’s Fixed Income, and Fixed Income portfolio tools. This include the entire sales process, from product demonstrations, trial management, and implementing successful sales.
- Assume responsibility, and grow an existing book of business.
- Work with other sales people and product development to determine next areas of development.