Business Development Associate

What we are looking for:

My client is looking for a highly motivated individual to join their growing UK distribution team. The successful candidate will demonstrate a team first approach and accept the challenges of working in a dynamic, fast-paced environment where the focus remains steadfastly on the end client. Reporting to the Senior Vice President, Head of Global Distribution Support, the Business Development Associate will play a key role in helping the team service existing clients and develop new business opportunities within the financial intermediary and institutional channels.

Your responsibilities:

• Conduct pre-meeting due diligence research on prospects and consultants;
• Research and present market/competitive analysis including market intelligence, demands, pertinent trends to internal partners on an ongoing basis;
• Source and qualify prospects through various public web sites, industry media and other databases;
• Collaborate with internal partners, including Relationship Management in cross-selling efforts, to develop and implement a consistent market approach;
• Work closely with the marketing team to prepare presentation materials for meetings and conference calls;
• Partner with the RFP team to coordinate deliverable;
• Update pertinent prospect and client information in CRM system, Salesforce;
• Assist the team in the execution of territory business plans designed to drive asset and revenue growth across the firm;
• Continuously learn and share product knowledge, industry trends and compliance guidelines.

Must have requirements to be successful in this role:

• Bachelor's degree required;
• MBA or CFA in progress preferred;
• 3 - 5 years of industry experience preferably within an institutional sales or financial intermediary sales team;
• Proven experience/general knowledge of investment industry with specific experience within the institutional sales or financial intermediary channel;
• Outstanding attention to detail and ability to stay organized;
• Excellent Excel skills and ability to work with large sets of data;
• Experience with Salesforce, FactSet, Morningstar Direct, and eVestment preferred;
• Strong desire and capacity to learn;
• Excellent verbal and written communication skills;
• Ability to work collaboratively across a growing, entrepreneurial firm;