Revenue Operations Associate

BWG Global has set the industry standard as the premier provider of industry intelligence to more than 100,000 professionals across investment firms and corporations. We deliver unparalleled insights and value to our clients and industry contributors by identifying key market inflections and uncovering unique investable ideas. Our comprehensive suite of proprietary research products is built on more than 30 years of experience, proven methodologies and deep domain expertise across various regions and industry sectors, including technology, media, consumer, industrials, and
healthcare. BWG Global delivers actionable intelligence. Our mission is to aggregate, analyze and compare information to identify dislocations or inflection points. Over the decades of conducting primary research, we have built a vast network of industry participants and a profound understanding of complex global product supply chains and distribution channels. Our presence spans North America, Europe and Asia.

OUR PRODUCTS:
Our team of experienced Research Sector Leads, interviewers and data analysts interact with global industry participants to create a comprehensive view of market trends and inflections. We provide these insights to our clients through live Forum discussions and digital formats, including Channel Research Reports and Market Insight Surveys. BWG Global Channel Research Reports and Market Insight Surveys aggregate, compare and contrast extensive marketplace data collected through in-depth interviews and digital platforms, catering specifically to institutional investors. These in-depth interviews, typically conducted via telephone on a quarterly basis, provide the basis for our Channel Research. Our live Forum events bring together industry professionals in roundtable conference calls and inperson events, facilitating discussions on market trends, recent industry developments, risks and opportunities.

We are seeking a proactive, detail-oriented Revenue Operations Associate to support client engagement, marketing, and research distribution efforts. This individual will work closely with Sales and Leadership teams to coordinate outreach for events, manage CRM systems, and help drive operational excellence across revenue functions. This is an excellent opportunity to join a fast-paced, collaborative team at one of the most differentiated investment research firms in the industry. Ideal candidates will have experience in sales support, CRM or database management, or
engagement-related operations, especially within the investment management industry.

▪ Coordinate and execute marketing and client engagement initiatives, including in-person and virtual event planning.
▪ Support the Sales team by maintaining CRM systems, ensuring data accuracy, and improving workflow efficiency.
▪ Assist in the creation and distribution of research and marketing materials to clients and prospects.
▪ Collaborate cross-functionally to support business development and client retention initiatives.
▪ Maintain CRM reporting to enhance revenue tracking and forecasting accuracy.
▪ Conduct internet-based research to support strategic initiatives.
▪ Assist with internal reporting deliverables, including board materials, business performance updates, and KPI dashboards.
▪ Contribute to ad hoc projects and ongoing process improvement effort

▪ Experience: 2–3 years in coordination, administration, or sales support roles. Experience in financial services or investment research is a plus.
▪ Exceptional attention to detail and organizational skills.
▪ Strong project management abilities with the ability to independently manage multiple priorities and deadlines.
▪ Excellent written and verbal communication skills; comfortable engaging with clients via email, phone, LinkedIn, or in person.
▪ High proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); Salesforce, Tableau, or Singletrack experience is a strong plus.
▪ Resourceful, with strong internet research and problem-solving skills.
▪ Self-starter with intellectual curiosity and a passion for solving problems proactively
▪ Team-oriented with a positive attitude and strong work ethic.

▪ Be part of a highly respected and differentiated investment research firm.
▪ Gain exposure to equity research and institutional investor landscape.
▪ Work in a collaborative, high-performance culture that values innovation and initiative.
▪ Enjoy hybrid work flexibility and opportunities for professional growth.

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