Experience

Leading Financial Services Inc

• United States
• 1 - 100 Employee

• Research Analyst

  • Jan 2022 - Present

  • Handling different CRMs • Building a repository of prospects by entering data in customer relationship manager (CRM) • Collection of data by qualitative, quantitative and mixed methods and research • Verifying, validating, documenting and organizing data • Primary and Secondary research • Lead Generation: Building Target/Prospect list, building new fund list, GICS based industry tagging, Mass outreach email campaigns, Distributing marketing collateral for corporate events • CRM Database Management: Database migration and enrichment (CRM Migration, Third party CRM expertise, De-Duplication of records, Standardizing company information), Data Maintenance (Benchmarking of past deal information, updating active deal information, Periodic deal flow analysis, updating call/ meeting notes, maintaining deal pipeline tracker/summary • Contact Mapping Project for a set of existing TresVista clients. The purpose of this project was to provide enriched database for Clients Outreach, New Sales, also as a building block for a Database Product • Data Intensive - 13000 Contacts across 168 clients; 40+ data-points to be captured for each contacts (520,000+ cells of data) • Performed thorough research and analysis on data and created reports on research activities, and gathered data to begin assignments • Worked on a project with Canada based private equity client to capture their deal flow in the CRM. This required a thorough research and analysis of the prospect company • The Client required us to capture all the deals received in a day to be logged on the same day for their deal team to review it • Currently working with a New York based client on a real estate project which requires deep analysis and research on various data fields which helps them to finalize certain land parcels for their business purposes. Also, taking calls with client directly to resolve and manage all the records in their CRM with specific datasets. Show less