Sales Analyst - Retail

Diamond Hill Capital Management

POSITION SUMMARY

The primary objective of this role is to develop a deep understanding of the intermediary investment marketplace through profiling, research, analysis, and the use of market intelligence tools to support business development efforts. This position is a multi-functional role and will work closely with the business development teams.

POSITION RESPONSIBILITIES

Provide proactive, actionable analysis positioning Diamond Hill strategies within the competitive landscape.
Develop a deep understanding of the Diamond Hill investment process, philosophy, and each strategy’s risk controls and return profile.
Develop deep understanding of the Intermediary/Fund-sold marketplace through profiling, research, analysis, and market intelligence tools.
Monitor the Intermediary sold marketplace, profile key participants, and provide support to National Accounts teams as required.
Design actionable, clear reporting and provide actionable insight on Sales metrics and progress for the business.
Understand and monitor data quality within Sales data and work to resolve or improve identified issues.
Develop expertise with third party sales and related data and incorporate into Data warehouse and CRM tools.
Become proficient in multiple databases and research tools utilized by the Product Team (Morningstar Direct, eVestment, FactSet, Broadridge, etc.).
Incorporate, design, and develop key metrics and fields within CRM system to support analysis.
Provide general CRM support as needed.
Participate in general data related initiatives as needed.
Leverage business intelligence and visualization tools where appropriate.
Complete and assist in the completion, review, and development of RFP, RFI, and DDQs from a competitive intelligence focus.
Participate in Distribution Team meetings or calls as required.
Support Portfolio Specialist team with meeting preparation and as needed.

QUALIFICATIONS

Excellent analytical and quantitative skills, with strong attention to detail.
Ability to manage multiple tasks and contribute in a team environment.
Strong written and verbal communications skills.
Excellent excel skills required. Comfortable managing large amounts of data successfully.
1-10 years of industry experience required.

EDUCATION AND CERTIFICATIONS

Bachelor’s degree with a strong academic background required, preferably in investment, finance, economics or related business discipline.
CFA (progress toward or desire to pursue), CIPM, CIMA, or other industry designation a plus.

Diamond Hill associates enjoy a working environment that supports professional and personal growth, thereby enhancing associate satisfaction, the productivity of the firm, and most importantly, the experience of our clients. Benefits include a competitive pay package, the opportunity to accumulate shares of Diamond Hill stock, a 401k plan with a generous company match, health and dental insurance, and paid parking.

A commitment to our intrinsic value-based investment philosophy is essential and all associates with a desire to make additional investments in U.S. equity or bond securities are required to do so by investing in Diamond Hill Funds, thereby aligning our interests with those of our clients.

Interested candidates please apply online at www.diamond-hill.com/careers/

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