Revenue Steering & Analytics Manager

Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From here and from our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally.

We are currently looking for a Revenue Steering & Analytics Manager. This postion plays a central role within the Commercial Organization of Universal Investment Group. The role acts as a strategic partner to commercial senior leadership, translating business strategy into measurable targets, performance insights, and actionable initiatives to optimize growth, efficiency, and profitability.

The role reports to Group Head of Sales & Relationship Management Enablement and Commercial Strategy. The successful candidate will act as a trusted business partner to senior commercial leadership team, driving commercial performance through data-driven steering, business analytics, performance management, and strategic decision support to enhance growth, transparency, and operational effectiveness across Sales and Relationship Management.

Key Responsibilities

Commercial Steering & Performance Management

• Develop and manage commercial KPIs, dashboards, and performance reporting frameworks across the commercial organization
• Monitor sales pipeline health, revenue development, client activity, and commercial productivity metrics
• Support forecasting, budgeting, and target-setting processes for sales and commercial teams
• Identify performance gaps and propose actionable improvement initiatives
• Drive transparency on commercial performance toward senior management and executive committees

Analytics & Business Insights

• Analyze client, product, and market data to identify growth opportunities, trends, and risks
• Generate strategic insights on:
• Client acquisition and retention
• Wallet share development
• Product penetration
• Cross-selling opportunities
• Commercial efficiency
• Build advanced reporting and analytical models using BI tools and AI tools
• Translate analytical findings into clear management recommendations.

Identify inefficiencies and drive continuous improvement

Strategic Decision Support

• Prepare executive-ready presentations, steering materials, and management reports.
• Support strategic initiatives across the commercial organization, including:
• Commercial excellence programs
• CRM optimization
• Coverage model enhancements
• Pricing and profitability analysis
• Go-to-market initiatives
• Coordinate cross-functional projects with Sales, Relationship Management, Product, Operations, Finance, and Marketing teams.

Governance & Process Optimization

• Establish scalable governance and reporting standards across commercial activities
• Improve data quality, reporting consistency, and KPI definitions
• Support implementation of automation and AI-driven analytics capabilities
• Contribute to continuous improvement of commercial operating models and processes

Experience

• 6–10+ years of experience in: Commercial steering, business analytics, strategy, sales operations, consulting, financial services
• Strong understanding of fund services industry or B2B financial services environments
• Experience working with senior stakeholders and executive management

Skills & Competencies

• Strong analytical and problem-solving capabilities
• Advanced Excel, Microsoft Power BI and reporting capabilities
• Experience with BI and analytics tools such as Power BI or similar
• Strong understanding of CRM systems and commercial analytics
• High attention to detail and process discipline
• Ability to synthesize complex information into concise management insights
• Excellent communication and stakeholder management skills
• High level of ownership, structure, and execution focus

Preferred Qualifications

• University degree in Business, Finance, Economics, Data Analytics, or related field
• Experience in asset management, fund administration, or institutional financial services
• Familiarity with data automation, AI-enabled reporting, or advanced analytics methodologies