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State Street

Sales Analyst DACH

State Street

Sales Analyst supporting DACH Client Coverage Group activities at State Street Investment Management. Engaging with institutional clients and assisting in sales and relationship management tasks.

Posted 5/20/2026full-timeMunich • 🇩🇪 GermanyMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Support preparation and follow-up of client and prospect meetings
  • Assist in assembling presentation materials and investment content
  • Prepare client deliverables (e.g. factsheets, performance data, thought leadership)
  • Support and help coordinate Requests for Proposals (RFPs) and Requests for Information (RFIs)
  • Conduct research on market trends, competitors, and client developments
  • Maintain accurate CRM data (contacts, opportunities, pipeline)

Requirements

What you’ll need
  • 0–3 years of experience, preferably in asset management, financial services, or a client-facing role
  • Strong interest in financial markets
  • Familiarity with European asset management markets is a plus
  • Bachelor’s or Master’s degree in Finance, Economics, Business or related field
  • Fluency in German and English required

Benefits

Comp & perks
  • Inclusive development opportunities
  • Flexible work-life support
  • Paid volunteer days
  • Vibrant employee networks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial analysismarket researchpresentation preparationdata analysisclient deliverables preparationRFP coordinationRFI coordination
Soft Skills
communicationorganizational skillsclient-facing skillsteam collaboration
Certifications
Bachelor's degreeMaster's degree