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Sales Analyst DACH (Officer), State Street Investment Management, Munich/Frankfurt - M/F/D

State Street -
München

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Details zur Stelle

Vollzeit

Qualifikationen

Salesforce
Finanzwirtschaft
Master
Bachelor
Finanzdienstleistungen
Wirtschaft
Kommunikationsfähigkeit

Vollständige Stellenbeschreibung

About State Street Investment Management (SSIM)

Across the globe, investors rely on us to help manage risk, respond to challenges, and drive performance. At State Street Investment Management (SSIM), we put our clients at the center of everything we do. Our success is built on talented, engaged employees who bring diverse perspectives and a strong sense of ownership.

SSIM is a leader in global asset management, entrusted with over $5.6 trillion in assets. We offer a broad range of investment solutions across asset classes, including index and active strategies, leveraging a global platform and deep investment expertise. Our mission is simple: to help our clients achieve their financial objectives.

SSIM is the investment management arm of State Street Corporation, one of the world’s leading providers of financial services to institutional and intermediary investors.

Team Overview

The EMEA Client Coverage Group (CCG) is responsible for all client-facing activities, including business development, relationship management, and client servicing. The DACH team focuses on serving institutional and intermediary clients across Germany, Austria, and Switzerland with offices in Munich, Frankfurt and Zurich.

Role Summary

As a Sales Analyst, you will support the DACH Client Coverage Group (CCG) in day-to-day sales and relationship management activities. You will play a key role in supporting client engagement with institutional and intermediary clients, preparing marketing materials, coordinating RFPs, and conducting market research.

This role provides strong exposure to clients and internal stakeholders and is an excellent entry point into financial asset management and sales.

Key Responsibilities

Sales & Client Support

Support preparation and follow-up of client and prospect meetings
Assist in assembling presentation materials and investment content
Prepare client deliverables (e.g. factsheets, performance data, thought leadership)
Coordinate internally with Investments, Product, Marketing, and Operations

RFP / RFI Management

Support and help coordinate Requests for Proposals (RFPs) and Requests for Information (RFIs)
Collaborate with stakeholders to ensure timely and accurate submissions
Track progress and ensure deadlines are met

Marketing & Events

Assist in planning and executing client events and marketing campaigns
Partner with Marketing on materials, distribution lists, and campaign execution
Maintain and update marketing and client contact databases (e.g. Salesforce)

Market & Client Research

Conduct research on market trends, competitors, and client developments
Monitor industry news and summarize relevant insights
Support preparation of internal briefings and client updates

Salesforce & Reporting

Maintain accurate CRM data (contacts, opportunities, pipeline)
Support basic reporting and pipeline tracking
Assist in preparation of management reports

Experience & Qualifications

0–3 years of experience, preferably in asset management, financial services, or a client-facing role
Strong interest in financial markets
Familiarity with European asset management markets is a plus
Bachelor’s or Master’s degree in Finance, Economics, Business or related field
Fluency in German and English required

Skills & Capabilities

Strong analytical, organizational, and problem-solving skills
Excellent written and verbal communication skills
Ability to manage multiple priorities in a deadline-driven environment
High attention to detail and strong follow-through
Proactive, self-starter mindset with a hands-on approach
Strong team player with ability to collaborate across functions and locations
Experience with Salesforce or CRM systems is an advantage

Why This Role

Direct exposure to institutional and intermediary clients in the DACH region
Involvement in high-impact mandates, RFPs, and sales processes
Broad internal network across Investments, Product, and Marketing
Strong foundation for a career in institutional and intermediary sales and asset management

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

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