Business Development Associate
| Company | Capital Group |
|---|---|
| Location | Miami, FL, USA |
| Salary | $95462 – $152739 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- High energy, hard-working, enthusiastic, self-driven, focused, intellectually curious, and professional
- Some degree of experience engaging with prospects, clients or colleagues
- Keen to work in a high-pace, start-up, highly collaborative type of environment
- High quality interpersonal skills, especially influencing skills
- Financial / Investment and Asset Management knowledge
- Interest in discussing financial topics with prospects (product and asset class characteristics, macro themes etc.)
- Comfortable using digital tools to engage with clients and prospects
- Bachelor’s degree
- Fluent in Spanish
Responsibilities
- Partnering and contributing to the development of the sales strategy and taking a lead role in its execution, by setting up prospecting meetings, managing the pipeline and helping to develop relationships
- Involvement in CG hosted or third-party events as part of our brand-building efforts across the market
- Preparing and joining as required by the BDMs for prospecting meetings
- Coordination of follow-up items from each meeting including entering high quality call reports into the CRM system, Salesforce.com
- Partnering with our Marketing Team in ongoing and ad-hoc projects
- Market research on target institutions
- Creating fund comparison and portfolio analysis reports
- Handling inbound prospect or due diligence requests
- Proactively managing and resolving internal issues relating to winning business
- Liaison with other teams at Capital as part of the sales cycle (Sales teams in other markets, Investment Directors, Investment Professionals, Data Analysis, Marketing, Client Service, RFP team, IST, Legal etc.)
- Work as part of a collegial team of Sales associates that share ideas and best practices
- Work as part of a broader European & Asia Distribution group committed to building Capital’s business globally
- Partner with Sales associates in the U.S. domestic business to help service and cross-sell investment solutions for U.S. domiciled end-clients
Preferred Qualifications
- Demonstrable experience in sales (including cold calling and relationship building)
- Experience in producing and executing innovative and creative ideas
- International experience. (Travel / Study / Organization)
- Salesforce.com knowledge
- Morningstar knowledge
- Interest in professional education (e.g. CFA, CIMA)
- Professional Licenses (e.g., SIE, Series 7, Series 65 or 66)