Analyst – Institutional Business Development

Analyst – Institutional Business Development

Requirements

• Bachelor’s degree required with a focus in business, finance or economics.
• 3+ years of experience in financial services required; knowledge of alternative investments a plus.
• Strong analytical skills with the ability to synthesize and present complex information in a way that facilitates understanding.
• Strong organizational skills and the ability to manage multiple competing projects with finite resources.
• High standards for accuracy and work quality.
• Strong communication and interpersonal skills.
• Ability to operate comfortably and effectively on a team within a fast-paced environment.
• Ability to identify and lead process improvements while operating within established guidelines.
• Working knowledge of CRM systems and established proficiencies in Microsoft Office Suite.
• FINRA Series 7 a plus.

Responsibilities

• Support the institutional team as they grow market share with key centers of influence in the institutional channel.
• Assist with strategy, data analytics and various firmwide initiatives.
• Conduct research and help develop written content and marketing materials in support of prospect development and client relationship management.
• Assist with the comprehensive due diligence undertaken on each potential client opportunity by using internal and external sources.
• Organize materials and coordinate logistics for meetings with clients, prospects and investment team members, when necessary.
• Assist with the creation of internal integrated distribution ‘playbooks’ and other tools to encourage success of the external facing team including commercial opportunity, segmentation & messaging, strategy & tactics, measurement, relationship management and Key Performance Indicators.
• Track team progress, noting search trends and potential opportunities to help craft future team priorities; report findings to senior management and investment teams.
• Conduct database research to identify sources for prospecting in our ideal markets.
• Evaluate regional and national conferences to identify the best use of resources, marketing / branding and building of relationships.
• Opportunity to directly develop and support investor relationships over time as well as graduate into becoming a direct capital raiser over time.
• Consistently improve and develop product knowledge and efficiencies through active involvement in company training, education and professional development programs.

Preferred Qualifications

• Knowledge of alternative investments a plus.
• FINRA Series 7 a plus.