Business Development Analyst - US Institutional
Core
Support senior Business Development members in building relationships with institutional investors by providing administrative support, preparing analytics and presentations, and managing client requests.
Role type
Analyst, Business Development
Builds
Client and prospect materials, analytics, and presentations for institutional investors
Domain
Asset Management / Investment Management
Required skills
Analytics, PowerPoint, Excel, Client support, RFP/DDQ completion, Database management, Industry knowledge
Preferred skills
Finance knowledge, Investment management experience, FINRA licenses
Technologies
PowerPoint, Excel
Responsibilities
Schedule meetings and prepare client materials, Maintain consultant databases, Support inbound and outbound client interactions, Collaborate with Portfolio Management and Risk teams, Assist in quantifying prospects and sending follow-up information
Seniority
Junior, Analyst