Business Development Advisor - New Business (Finance)
Core
Develop and deliver high-quality proposal documents, win themes, and client messaging for new business opportunities in finance.
Role type
Senior Business Development Advisor (Finance)
Builds
Credentials statements, pitch documents, and responses to RFPs
Domain
Legal services / Financial services
Required skills
structured finance knowledge, project finance knowledge, leveraged finance knowledge, capital markets transaction knowledge, pitch management, RFP response management, market trend analysis, deal credential data sourcing, critical thinking, analytical thinking
Preferred skills
familiarity with Refinitiv, Bloomberg, or Dealogic
Responsibilities
Conduct information gathering sessions with BD teams and partners to clarify requirements and client needs; Lead kick-off meetings to establish messaging and milestones; Collaborate with BD teams and lawyers to compile information for pitch materials; Analyze pitch request documents for compliance and evaluation criteria; Coordinate input from internal resources and subject matter experts; Draft, edit, and finalize external-facing business development materials.
Seniority
Senior, hands-on IC