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    Business Development Analyst, US Wealth

      Attach a CV (Accepted file types: pdf, doc, docx, rtf.)

      Business Development Analyst, US Wealth

      Greenwich, CT

      $100,000 to $115,000


      A global investment firm is looking to hire a full-time Analyst to join its US Wealth team within its Business Development Group.


      The Business Development group works with clients in North America, Europe, Australia and the Middle East to provide solutions to achieve their investment objectives. Clients include a cross-section of the world’s largest institutional investors, such as public and corporate pension funds, sovereign wealth funds, and foundations and endowments. The firm also serves the private-wealth community and Registered Investment Advisors.


      The U.S. Wealth group was created to engage with taxable U.S. investors and their advisors. The group is responsible for education, awareness and managing new and current client relationships for company strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment.


      Key Responsibilities

      • Provide senior relationship managers with sales and administrative support, including scheduling of meetings, preparing analytics, presentations, client and prospect materials, and updating of databases (CRM).
      • Provide inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information.
      • Proactively use databases and sales reports to assist senior relationship managers in managing their territories.
      • Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
      • Develop a robust company product and asset class knowledge and demonstrate interest in the industry.
      • Participate in projects and initiatives to help improve overall team functionality and efficiency.


      Skills, Knowledge & Experience

      • A Bachelor’s degree; concentrations in Economics, Marketing, Finance or Business
      • One year of relevant post-undergraduate experience at an investment management or asset management firm, a consulting firm or investment bank
      • High degree of intellectual curiosity
      • High proficiency in PowerPoint and Excel
      • FINRA series 7 and 63 licenses desired but not required


      Person Specification

      • Hard working and eager to learn in a highly intellectual, collaborative environment
      • Well-organized and detail-oriented
      • Enthusiastic about developing and implementing ideas
      • Self-starter, able to work independently as well as within a team
      • Exceptional analytical and problem solving skills
      • Strong oral and written communication skills
      • Knowledge of finance and the investment management industry is highly desirable


      Posted by

      Mark Foy

      Managing Director

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