Natixis in Portugal

Associate Distribution Consultant

Natixis in Portugal  •  $90k - $122k/yr  •  Boston, MA (Hybrid)  •  1 hour ago
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Job Description

Natixis Investment Managers is among the world’s largest asset management firms. Powered by the expertise of more than 15 specialized investment managers globally, we deliver proactive solutions that help clients pursue better outcomes in all markets.

The Distribution Enablement Group (DEG) is an expanding team within Natixis. Our group encompasses Distribution Execution Consulting & Strategy, Distribution Platform Enablement, Data Science & AI, and Data & AI Governance. Our core mission is to drive business growth and improve efficiency by extracting insights from data and streamlining the use of data & technology. We partner closely with Sales, Marketing and other Business teams to simplify & automate workflows, develop actionable analytic reports, generate leads, and more.

As a Distribution Consultant, you will become an expert in the effective use of our tools and data as it relates to sales engagement initiatives. You will collaborate across functions with internal partners, including sales, marketing, finance, investment strategies group, financial institution group, compliance, and legal. Your work will improve processes, build practical insights, and help distribution teams optimize their efforts. The role involves leading the integration of resources, streamlining strategies, and leading sales enablement efforts to ensure that distribution channels are aligned with organizational objectives and industry trends. This is a hybrid position located in Boston, MA.


What you will do:

  • Support the execution of distribution and sales enablement initiatives by gathering information, preparing materials, and assisting with business planning activities
  • Collaborate with cross‑functional partners (Sales, Marketing, Finance, Compliance, and Technology) to help coordinate projects and ensure deliverables are completed accurately and on time
  • Assist in maintaining and improving client‑facing tools, resources, and processes that support sales engagement and relationship management
  • Help analyze data related to sales activity, client targeting, and distribution effectiveness using tools such as Excel, SQL, and reporting platforms
  • Write and modify basic SQL queries to extract, validate, and analyze data for reporting and business insights
  • Support the creation of recurring and ad‑hoc reports and dashboards for internal stakeholders
  • Assist with training efforts by helping organize materials, documentation, and tools used by distribution teams
  • Support evaluation of distribution tools and technology by documenting feedback, tracking issues, and assisting with testing enhancements
  • Help monitor performance metrics and prepare summary insights for leadership presentations
  • Manage multiple workstreams simultaneously while maintaining strong attention to detail and meeting deadlines


What you will bring:

  • Bachelor’s degree in Business, Finance, Marketing, Analytics, Information Systems, or a related field
  • 2+ years of relevant experience in sales support, analytics, distribution enablement, or a related field.
  • Demonstrated interest in mutual fund wholesaling and sales strategy, with developing knowledge of asset management products and distribution channels.
  • Strong written and verbal communication skills, with the ability to clearly explain data and ideas to different audiences
  • High energy, curiosity, and a strong desire to learn in a fast-paced, collaborative environment
  • Strong technical aptitude and interest in working with data, systems, and business tools
  • Experience with SQL, including writing basic queries
  • Comfort working with Excel and structured data; exposure to CRM systems (e.g., Salesforce) or analytics tools (Power BI, Tableau) is a plus but not required
  • Strong organizational and multitasking skills, with excellent attention to detail
  • Ability to work independently while also collaborating effectively with teammates

Who we are:

We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.


#NatixisIMCulture


In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $90,000 - $122,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.


Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.


Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.


*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.

Natixis in Portugal

About Natixis in Portugal

Natixis in Portugal is a Centre of Expertise whose mission is to transform traditional banking by developing innovative solutions for the business, operations and work culture of Groupe BPCE worldwide.

Natixis in Portugal is part of the Global Financial Services division, where it applies technology for the development of financial expertise in its two global business lines – Corporate & Investment Banking and Asset & Wealth Management – and, transversally, for the entities of Groupe BPCE.

The Centre of Expertise, currently has more than 3,000 employees from over 46 nationalities, organised in three main departments: Information Technology, Banking Support Activities and Compliance. These teams work in an integrated, inclusive and transversal way, supporting and creating value for all the business lines and platforms of the group.

For recruitment: talent.porto@natixis.com

For other questions: communication.porto@natixis.com

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O projeto Atlas consubstancia a criação de uma nova unidade da Natixis a instalar na Região Metropolitana do Porto, com o objetivo de prestar serviços de tecnologia de informação (TI) para os segmentos da Natixis de Retail, Corporate and Investment Banking, Central Functions e Infrastructure & Security. Para além disso, o Centro Tecnológico visa impulsionar os processos de inovação do Grupo, pelo desenvolvimento de projetos de I&D para desenvolvimento de novas soluções para o setor financeiro.

O centro tecnológico idealizado para Portugal será estruturado como uma extensão de todas as atividades de TI do Grupo e dos diversos segmentos de negócio (Retail, Corporate and Investment Bank e Central Function). O projeto ATLAS teve o seu início em março de 2017 com o arranque da sua operação no Porto e contratação de primeiros recursos humanos altamente qualificados. As novas instalações foram formalmente inauguradas a 07/03/2018.

https://natixis.groupebpce.com/wp-content/uploads/2022/08/natixis_ficha_de_projeto.pdf

Industry
IT & Software
Company Size
1,001-5,000 employees
Headquarters
Porto, PT
Year Founded
2016
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