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Financial Research Interactions Coordinator

Location:  City of London
Salary:  £50,000 per annum
Reference:  Research23

Financial Research Interactions Coordinator


£50,000 per annum

City of London

Our client, a financial services organisation based in the heart of the City, is looking for a Financial Research Interactions Coordinator to join their team on a full-time, permanent basis.

Based in beautiful offices in the City, this is a rare opportunity to join a very well-known and respected organisation. Within this role, you will coordinate the reporting of business intelligence in the form of Research activities through meetings, events, calls, requests and readership to measure the level and quality of service provided to the organisations’ clients. You will provide precise reporting to clients within given timeframes and will be responsible for preparing business analytics to better manage and monetise the Research platform.

You will be working within a close-knit, friendly team in a company who really know how to look after their staff. Along with a competitive salary, they also offer excellent benefits and bonus structure. This is a great opportunity for someone with previous financial research experience to join this well-regarded organisation.


Responsibilities of the role

  • Organising activity records logged by analysts in the CRM tools
  • Maintaining the reporting schedule and agreed templates for all clients
  • Coordinating collation/review of data from UK & US Equities. Corporate and Fixed Income
  • Assisting with projects to improve the analytics for Research and Sales
  • Cross-referencing MIFID 2 client lists and contracts, and other forms of internal reporting
  • Occasional front office engagement with clients

Person specification

  • Previous experience of working with a CRM tool such as Salesforce or Dynamics is preferred
  • Previous experience of working with a reporting portal such as OneAccess is preferred
  • In-depth knowledge of Excel – including macros and building dashboards to monitor and visualize data is required. Familiarity with VBA is preferred
  • An excellent problem solver; an ability to resolve issues and make judgment calls
  • Comfortable in speaking with those in senior positions to seek explanations and approvals

This is a fantastic role for an experienced research Coordinator wanting to take the next step in their career working for a well-known financial organisation in the City. To apply for this opportunity please send your CV to Gemma Grima-Brown at HYF Recruitment today.

Important Notice

It is HYFs policy, as a matter of courtesy, to respond to all applications within three working days. However, because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future. Thank you.

HYF is a Recruitment Agency and is advertising this vacancy on behalf of one of its Clients.

This vacancy has now expired.
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