CareerPlan

Business Development Associate

Boca Raton, FloridaFull-time2026-10-14 → 2026-11-10
On-site · United States

Core

Support business development and client relations for an algorithmic trading firm and alternative asset manager serving institutional clients.

Role type

Business Development Associate (Sales Support)

Builds

Sales materials, client roadshow support, investor reporting, and CRM data management

Domain

Financial Technology / Quantitative Trading / Institutional Asset Management

Deliverable

product features

Required skills

Business development support, client relations, sales support, industry research, CRM management, investor reporting coordination, quantitative hedge fund landscape knowledge

Preferred skills

Strong sales instincts, self-starter attitude, ability to progress to full business development role

Technologies

CRM systems, proprietary trading technology, Fund Administrator systems

Responsibilities

Conduct company and industry research for business development; prepare sales presentations and monthly reports; assist in client roadshow buildout; manage CRM data and investor contact lists; coordinate fund dealing processes and subscription/redemption documentation; support marketing and investor reporting quality control; track compliance materials

Seniority

Junior, entry-level support role