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State Street

Holds assets for institutions and runs index funds

Sales & Relationship Analyst - South Africa, Cape Town, Officer, State Street Investment Management

Sales OperationsConfirmed live in the last 24 hours
Full-timeCape Town, South AfricaNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in finance, economics, business, or a related field is required.
  • Entry-level experience in asset management, financial services, or a related role is required.
  • Proficiency in the Microsoft suite, including Copilot, is required.
  • Fluency in English is required.
  • Strong organizational skills and attention to detail are required.

Responsibilities

  • Support the sales team in managing and progressing the regional sales pipeline.
  • Assist in preparing client meeting materials and presentations, and manage follow-ups.
  • Coordinate and contribute to requests for proposals, due diligence questionnaires, and client information requests.
  • Maintain accurate records of client interactions and opportunities in customer relationship management systems.
  • Support the team in delivering timely, high-quality responses to sales-related client queries.
  • Coordinate logistics for client meetings, roadshows, and events.
  • Develop working knowledge of the company's product offering across asset classes.
  • Support the team with product materials, performance updates, and competitor analysis.
  • Liaise with internal investment, product, and marketing teams to gather relevant information.
  • Work closely with internal stakeholders, including investment teams, marketing, legal, and operations.
  • Ensure adherence to internal processes and compliance requirements.
  • Support reporting requirements, including pipeline tracking and sales activity reporting.
  • Contribute to advancing the regional pipeline and the region's annual gross and net new revenue targets.

About the Company

State Street

Holds assets for institutions and runs index funds

State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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