Montreal, Quebec, Canada
- Responded promptly to client inquiries and maintained detailed records of all interactions to ensure high-quality client service. - Developed custom chart packs and visual analytics tailored to client needs, enhancing data-driven decision-making. - Supported the Database team through data requests, vendor migrations, and rigorous data validation to maintain data integrity and consistency. - Ported APL functions and indicators to Macrobond, improving research workflow efficiency and tool accessibility. - Collaborated with the Daily Insights team to ensure the accurate and timely release of daily publications. - Trained new hires on workflows and tools for the Daily Insights and CRC teams, facilitating smooth onboarding and knowledge transfer. - Provided publication support to multiple research teams, including USIS, USES, and EA, ensuring high-quality output and coordination across deliverables.
- Stay informed on global macroeconomic research and emerging thematic trends. - Oversee and track the renewal rate of accounts in Canada and LATAM. - Analyze client engagement data to identify trends and refine strategies for better renewal results. - Create actionable plans for at-risk accounts to boost engagement with our research. - Spot growth opportunities within the existing Book of Business to drive sales. - Deliver insightful demo presentations on macroeconomic and investment strategies to both clients and prospects. - Leverage Bloomberg to enhance prospecting efforts and increase client engagement.