Platform Distribution Analyst

Role Summary

The Platform Distribution Analyst is responsible for supporting the visibility, adoption, and commercial success of the firm's fund range across key third-party platforms and distribution channels.

The role acts as a key support resource for platform relationships, ensuring accurate fund data, efficient onboarding, and ongoing engagement with platform partners, while coordinating internally with investment, operations, product, marketing, and compliance teams.

This role is critical to supporting assets under management (AUM) growth, enhancing distribution efficiency, and strengthening the firm's presence within the intermediary and institutional marketplace.

Platform & Distribution Support

• Assisting Head of Fund Platform Distribution in maintaining relationships with fund platforms, third-party distributors, pension platforms, and data providers.
• Act as a key contact for platform due diligence, fund onboarding, and ongoing relationship management activities.
• Support the maintenance of the firm's fund range across relevant platforms, ensuring fund information remains accurate and up to date.
• Assist in responding to platform information requests, questionnaires, and RFPs.

Fund Data Management & Validation

• Produce, maintain, and validate fund data supplied to platforms, data vendors, and distribution partners.
• Coordinate the timely delivery of fund information, including performance data, fees, share class information, fund characteristics, ESG data, and regulatory disclosures.
• Perform quality assurance reviews to ensure consistency and accuracy of fund data across all distribution channels.
• Investigate and resolve data discrepancies with internal stakeholders, external vendors, and platform partners.
• Support the publication and validation of fund factsheets, KIDs/KIIDs, sustainability disclosures, and marketing materials.

Distribution & Asset Growth

Produce reporting and analysis on platform assets, fund flows, sales activity, and distribution trends.

Support the evaluation of new platform opportunities and digital distribution channels.

Product & Commercial Input

• Support the assessment of new share classes, platform-specific solutions, and distribution initiatives.
• Assist in evaluating the commercial and operational feasibility of new distribution opportunities.
• Contribute insights relating to competitor positioning, platform developments, and market trends.

Governance, Compliance & Professional Standards

Maintain adherence to CFIL policies, procedures, and compliance standards.

Ensure accurate record keeping relating to platform interactions, fund data submissions, and distribution activities.

Requirements

Skills & Competencies

• 1-3 years’ experience in either asset management, fund operations, fund distribution, platform services, or financial services.
• Strong understanding of investment funds, fund platforms, intermediary distribution models, and fund structures.
• Experience working with fund data, data validation, reporting, or operational processes.
• Strong analytical skills with the ability to interpret commercial data, fund flows, and market trends.
• Excellent stakeholder (Internal and external) management, communication, and presentation skills.
• Strong attention to detail and commitment to data accuracy.
• Advanced Microsoft Excel skills and proficiency in PowerPoint.
• Proven ability to build and maintain effective working relationships.
• Highly organised, self-motivated, and committed to delivering high-quality outcomes.
• Minimum Level 8 qualification in a relevant discipline (Finance, Economics, Business, Mathematics, Data Analytics, or related discipline).

Desirable

• Experience with platforms such as Allfunds, FNZ, Pershing and Clearstream.
• Knowledge of UCITS funds and investment products.
• Experience with Morningstar Direct, FE Fundinfo, Bloomberg, or similar research platforms.