Business Development Associate

Overview

• Support business development initiatives for a leading financial services firm, focusing on strategic fundraising and investor engagement.
• Collaborate with institutional investors, creating impactful presentations and tailored responses to meet their needs.
• Conduct market research and analyze industry trends to refine sales strategies and messaging.
• Manage CRM systems to ensure accurate tracking and reporting of investor interactions.
• Develop customized materials, including RFPs, DDQs, and pitchbooks, to support client engagement.
• Contribute to cross-functional projects aimed at optimizing distribution operations and investor segmentation.
• Work in a hybrid environment, blending remote flexibility with on-site collaboration for maximum efficiency.

Key Responsibilities & Duties

• Assist in identifying and engaging potential institutional investors, ensuring effective communication and follow-ups.
• Maintain and update investor databases, ensuring accuracy and comprehensive reporting.
• Collaborate with internal teams to produce high-quality materials for investor communications.
• Prepare tailored presentations, RFPs, DDQs, and other materials to meet specific investor requirements.
• Conduct detailed market research and competitor analysis to inform strategic initiatives.
• Monitor industry trends and macroeconomic data to enhance prospecting strategies and messaging.
• Support the investor relations team in managing consultant database updates and reporting.
• Contribute to fundraising strategy projects and operational process improvements for enhanced efficiency.

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 and attention to detail, with the 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.