Sales Analyst

Department

About Robeco

Robeco is a pure-play international asset manager founded in 1929. It currently has offices in 15 countries worldwide and is headquartered in Rotterdam, the Netherlands. Through its integration of fundamental, sustainability, and quantitative research, Robeco is able to offer institutional and private investors a selection of active investment strategies, covering a range of asset classes. As of the end of December 2024, Robeco had EUR 214 billion in assets under management. Robeco is a subsidiary of ORIX Corporation Europe N.V.

About Robeco France

Operating since 1987, Robeco France consists of a team of 6 members dedicated to Sales & Marketing, including sales representatives, sales associate, head of marketing & communication and business operations manager.

Position & Requirements

Key responsibilities

CLIENTS, CLIENTS REPORTING & SALES ASSISTANCE

Support the relationship manager with gathering and compiling materials required for business development (eg pitch books (Seismic), follow-up on client queries, research papers, product materials).

Support the relationship manager in the day-to-day client management by gathering input to answer basic ad hoc client queries or by referring operational questions to COO Client Service teams (Funds or Mandates team).

Responsible of assigned reporting post investments and clients’ follow up. It includes being the link between the clients and Robeco for all existing and development of the reporting to be addressed on a regular basis, on a specific demand basis.

Organize, coordinate and run regular conference call with clients and Portfolio Manager / CPM along with the sales manager.

Assist the relationship managers in requesting and responding to (simple) RFI/RFP locally or (more complex) in cooperation with the RFP team (RFP requests, Pricing Committee requests)

Follow up of sales operations and clients flows by liaising also with Finance to reconcile the clients activities within Robeco France (RF)’s books

Act as back-up point of contact for the KYC Center, Onboarding, CS Fund teams if they have basic questions on the on/offboarding.

CRM ACTIVITY (in coordination with Sales & Marketing)

Support relationship managers to capture and keep up to date in CRM: clients, prospects, consultants, other involved parties, contact persons, activities, opportunities, assets at risk and account plans.

Monitor and maintain the accuracy and segmentation of the CRM database, including regular reviews to identify issues, assess contact relevance (e.g., Platinum/Gold/Silver tiers, market influencers), and ensure email validity.

Manage and optimize marketing lists by ensuring regular checks for completeness and accuracy (e.g., removing duplicates, filling missing data), and building targeted lists to support strategic outreach, especially for key clients.

Assist relationship managers to qualify marketing leads and do list management for distribution of sales and marketing materials and event invitations via CRM (CRM, Client Touch Point dashboards)

EVENTS COORDINATION (in coordination with Marketing)

Participation & Coordination of clients events organization jointly with Marketing

Invitation list process: provide support for updated marketing lists / selective lists (P/G/S)

Post-event “assessment client participation” in line with CRM classification & update it

SALES REPORTING

ROBECO FRANCE (in coordination with Sales)

Prepare for the local head of sales reporting ad hoc/monthly sales channel reports (CRM, Qlik Sense)

Follow up and reconciliation monthly sales figures with HQ based on information provided by Sales

Resolve order and inventory problems by investigating data and history; identifying alternate means for filling orders; and notifying managers and customers.

Ancillary tasks

Contribute to create “push email” on targeted strategy in line with sales focus – for example that can be done in collaboration with S&M + CPM key “strategies pitches”

Translation work : contribute to review of insights & inv. papers; web pages… in coordination with Marketing and Client Servicing France

Desired skills and competence

Service orientation, planning & organization

Collaboration, strong adaptability & proactivity

Fluent French and English

All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure.

Robeco Recruiting Team

R2023