About FundBank
FundBank is a banking institution serving the global asset management industry. Our
solutions are uniquely tailored for the complex, fast-evolving needs of investment funds,
structured finance vehicles and their service providers. Many of the world’s largest and
most innovative asset managers rely on us for our deep industry expertise and robust
infrastructure.
We are committed to empowering our people, fostering a culture of ownership,
transparency and continuous learning. At FundBank, your work directly enhances the
operational resilience and regulatory integrity of the global investment fund ecosystem.
The Role
We are seeking a CRM \& Reporting Senior Analyst to take ownership of our data analytics
and reporting processes for Business Development. This role will be responsible for
extracting, analyzing and presenting data from our core CRM and banking systems to
support senior management decision-making.
The position will have a dual reporting line to the Head of Data Analytics and the Global
Chief Growth Officer. This is a unique opportunity for a data-driven professional who enjoys
turning complex data into actionable insights and influencing strategic outcomes.
Key Responsibilities
Data Management \& Analysis: Collect, consolidate and analyze data from the Group’s
CRM, banking and operational systems to ensure accuracy, integrity and completeness.
Reporting: Design and deliver high-quality management and sales information and
performance dashboards for senior executives and sales people.
Business Development Support: Provide insights on sales performance, recurring vs.
one-off revenue, client pipeline trends and other commercial metrics.
White space mapping for cross selling of our services and lead generation support.
Operational Insights: Monitor sales campaign profitability tracking and reporting.
Manage the production or BD ad RM reporting and analyze against KPI’s
Process Improvement: Identify opportunities to streamline data collection, enhance
reporting accuracy and automate recurring reports.
Stakeholder Collaboration: Act as the data liaison between BD, Operations, Finance and
Compliance to ensure consistency of metrics across the business.
Governance \& Quality Control: Establish strong data validation and control processes to
maintain a single source of truth for reporting.
Strategic Input: Provide data-driven recommendations to support strategic planning,
target setting and performance monitoring. Key Requirements
5+ years’ experience in data analytics, reporting or business intelligence within financial
services or a similar regulated industry.
Strong technical skills in data analysis and reporting tools (e.g., SQL, Power BI, Tableau
or equivalent).
Experience working with CRM.
Proven ability to turn large data sets into clear, actionable insights for senior
stakeholders.
Detail-oriented, with strong problem-solving skills and a focus on accuracy and integrity
of data.
Ability to work cross-functionally, managing competing priorities across BD, Operations
and senior management.
Strong communication and presentation skills, capable of engaging with both technical
and non-technical stakeholders.
Familiarity with financial products, recurring vs. one-off revenues, and KPI tracking is
advantageous. Why Join FundBank?
Play a pivotal role in shaping our global data and reporting framework.
Collaborate with senior leadership across Business Development and Operations.
Gain exposure to both commercial and operational drivers of a fast-growing banking
institution.
Be part of a culture that values initiative, ownership and continuous improvement.
Hybrid/flexible working and a competitive benefits package