Business Development Associate

Overview

• Contribute to the business development efforts of a leading financial services firm, supporting fundraising initiatives across diverse credit strategies.
• Engage with institutional investors, coordinate roadshows, and maintain CRM systems for effective client management.
• Collaborate with internal teams to deliver high-quality materials and responses to stakeholders.
• Prepare customized presentations, RFPs, DDQs, and pitchbooks to support client engagement.
• Conduct market research and competitor analysis to enhance business development strategies.
• Monitor industry trends and macroeconomic data to inform sales messaging and positioning.
• Support ad hoc projects related to investor segmentation and distribution operations.
• Work in a hybrid environment, combining remote and on-site collaboration.

Key Responsibilities & Duties

• Assist in investor prospecting, engagement, and pipeline tracking, ensuring effective follow-ups and coordination.
• Maintain investor lists and manage CRM systems for accurate data entry and reporting.
• Collaborate with stakeholders to ensure timely delivery of materials and updates.
• Prepare and customize client presentations, RFPs, DDQs, and investor reporting materials.
• Conduct market research and competitor analysis to support client targeting initiatives.
• Monitor daily news feeds and industry trends to assist with prospecting and messaging.
• Collaborate with the IR team to manage consultant database reporting and updates.
• Support fundraising strategy projects and improve standard processes.

Job Requirements

• Bachelor of Science degree required, with 1-3 years of relevant experience preferred.
• Experience in investor relations, business development, or asset management roles is advantageous.
• Proficiency in Microsoft Office, particularly Excel and PowerPoint, is essential.
• Familiarity with CRM systems, such as Salesforce or DealCloud, is preferred.
• Strong organizational skills, attention to detail, and ability to manage multiple tasks effectively.
• Excellent communication skills, both written and oral, with strong interpersonal abilities.
• Self-starter with the ability to work under pressure and adapt to changing priorities.
• Demonstrated teamwork capabilities and flexibility in a hybrid work environment.