ECRM-Support-Data-AnalystMUST be local to New York City, Hybrid ScheduleSalary up to $165kNo Sponsorship Available, No Third Party ResumesA 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 UsersSupport of Prism External Interfaces such as IPREO, BlueMatrix, SendGrid, VisibleAlphaData Quality Control to ensure the Integrity of the CRM DatabaseInvestigate and Resolve Data Quality IssuesHandle Employment Change Contact UpdatesSupport Monthly Interaction Uploads to CorpAxe, Commcise, DealogicVetting new Analyst Contact Lists for Import into PrismConfiguring of New Research Distribution ListsMcLagan Quarterly Data UploadsReadership Report GenerationAd-Hoc User Report Implementation – Commissions, Coverage, InteractionsUser Excel Report DevelopmentMust 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 ExperienceKnowledge of Datazoic's "Prism" CRM System a plus3+ Years of Data Analysis ExperienceStrong Excel Spreadsheet SkillsetWell versed in SQL and Relational Databases