Senior Associate, Strategy & Business Development
Core
Own day-to-day execution and continuous improvement of the firm's business development function, translating commercial priorities into action plans and driving initiatives to completion.
Role type
Senior Associate, Strategy & Business Development
Builds
Proprietary market analyses, business development presentations, and marketing materials for investment banking advisory team
Domain
Financial advisory / Infrastructure / Energy / Digital / Transportation
Deliverable
product features
Required skills
Market analysis, data screening and validation, CRM management, pitch material development, strategic planning, financial data analysis, AI tool application, database management (Capital IQ, Inframation), advanced Excel, PowerPoint
Preferred skills
Experience applying AI to improve business processes
Technologies
Capital IQ, Inframation, Microsoft Office (Excel, PowerPoint), AI systems
Responsibilities
Develop recurring business development content and reports; prepare proprietary market analyses and presentations; screen and prioritize client and investment opportunities; collect and validate data on public and private companies; plan and support outreach campaigns; manage the firm's CRM and book of business
Seniority
Mid-level, hands-on IC
