Pre Sales Consultant – Buy-Side Risk

Overview

As a Pre-Sales Consultant, you will combine technical product and data expertise with client-facing delivery to support the sales team across the asset management lifecycle. You will lead data analyses, demos, and PoCs, manage workshops and project implementations, and tailor solutions to client needs. You’ll engage with front-to-back office processes, including risk, performance attribution, and settlement, to demonstrate value for buy-side clients. This role offers a clear path to senior pre-sales and exposure to a market-leading, globally connected client base.

Pay / Benefits

• bonus structure
• clear career path to senior pre-sales and professional services
• market-leading business
• varied clients across buy and sell side
• limited travel outside the UK

Responsibilities

• Provide in-depth technical knowledge in client meetings (product and data)
• Lead data analysis, presentations, and product demonstrations
• Manage proofs of concepts and implementation projects
• Prepare and deliver detailed software presentations and workshops
• Project manage and moderate workshops during the sales process
• Deliver customised solutions to meet client requirements
• Articulate data/product responses for RFIs/RFPs
• Oversee implementation projects and client engagements

Key requirements

• Scientific or Financial Degree
• Experience of financial vendors
• Commercial client-facing experience
• Experience of Pre-Sales
• Risk reporting or performance measurement and attribution
• Deep understanding of asset management and financial services processes
• Excellent written and verbal communication and presentation skills
• Knowledge of settlement processes (e.g., SWIFT) is advantageous
• Willingness to sign NDA and take ownership of products

• excellent communication and presentation skills
• client-facing and relationship-building
• ownership and accountability
• data analysis and interpretation
• product demonstrations and workshops
• proof of concepts and project implementation

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