Shulman Fleming & Partners

ECRM-Support-Data-Analyst

Shulman Fleming & Partners  •  $165k/yr  •  New York City, NY (Hybrid)  •  3 months ago
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Job Description

ECRM-Support-Data-Analyst

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
Shulman Fleming & Partners

About Shulman Fleming & Partners

SF&P is a recruitment firm specializing as a creative search resource for early stage and growing tech companies. The founders, Norm Shulman and Susan Fleming have more than 30 years of experience working with technology companies. We understand that acquiring the best talent is the key to building a successful business.

Norm and Susan have worked with hundreds of early and mid stage companies, resulting in thousands of successful placements. With our combination of expertise, determination and passion for building the best teams, we take the "Art of Search"​ to a different level.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
NYC, NY
Year Founded
2001
Website
sfp8.com
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