Business Development Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in outbound business development efforts aimed at institutional investors, wealth managers, family offices, RIAs, and alternative asset managers.

• Facilitate prospecting, lead generation, and sales outreach initiatives through various channels including email, LinkedIn, conferences, and more.

• Conduct research on potential clients and uncover new business prospects.

• Organize and monitor business development activities throughout the sales pipeline.

• Engage in client meetings, conference calls, and relationship management efforts.

• Build and sustain relationships with key market stakeholders.

• Ensure CRM data accuracy and maintain proper tracking of client interactions and opportunities.

• Oversee sales workflows and the progression of the pipeline.

• Track lead activities and facilitate timely follow-up actions.

• Assist in pipeline reporting, forecasting, and the analysis of sales performance.

• Monitor significant relationship milestones and engagement metrics.

• Aid in the development and distribution of marketing materials and sales collateral.

• Support LinkedIn campaigns, conference communications, and outreach strategies.

• Coordinate preparations for conferences and follow-up activities post-events.

• Participate in industry conferences, networking events, and client interactions.

• Analyze outreach performance and pipeline activities.

• Identify trends and opportunities to enhance sales effectiveness and operational efficiency.

⛳️ Requirements

• A Bachelor's degree in Finance, Economics, Business, or a related discipline.

• A strong interest in financial markets, private equity, and alternative investments.

• Exceptional communication and interpersonal skills.

• Meticulous attention to detail and strong organizational capabilities.

• An analytical mindset and comfort in handling data.

• Capability to manage multiple tasks and work autonomously.

• An entrepreneurial spirit and a desire to excel in a fast-paced startup atmosphere.

• Relevant internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services.

• Familiarity with CRM systems.

• Proficient in Excel, PowerPoint, and data management.

• Experience with LinkedIn and professional networking platforms.

• Proven leadership, initiative, or entrepreneurial experience through internships, student organizations, athletics, or extracurricular activities.

• A strong ambition to build a career in financial sales and business development.

🏝️ Benefits

• Opportunities for travel to conferences, roadshows, and in-person meetings as required.