THE OPPORTUNITY
The Business Development Associate role focuses on supporting the broad business development goals of the Endowment & Foundation Practice.
This position requires experience in business writing, pitch strategy development, and interpersonal skills to interface with senior investment professionals and external stakeholders at prospective clients in order to produce quality work by hard deadlines, build pipelines of new business, and support growth goals of the investment teams.
The role requires process management and coordination with key internal partners, such as legal, compliance, accounting, and finance.
It provides the opportunity to develop a deep understanding of the core components of our business, building a solid foundation for career development within Global Business Development and the financial services field.
RESPONSIBILITIES
Work collaboratively with investment directors and other members of the business development team to manage the end-to-end business development process.
Coordinate workflow and outreach to active prospects in partnership with investment directors.
- Field calls with prospective clients and qualify leads.
- Research prospects to better understand their needs and challenges, competition, appropriate service / pricing approach.
- Write custom letters, requests for proposals, and other prospect and client communications.
- Develop compelling PowerPoint materials to support meetings and finalist pitches with prospective clients.
- Coordinate sales pitch rehearsals with investment teams to ensure effective sales discussions.
- Assist in identifying reasons for wins and losses, lessons learned, and work to enhance marketing / sales best practices and improve overall hit rates.
QUALIFICATIONS
- BA / BS required
- 1 to 3 years of work experience required
- Sales, Business Development, proposal writing, or fundraising experience preferred.
- Strong written and oral communication skills (writing sample required)
- Excellent Word, PowerPoint, and Excel skills; experience creating business development / sales / marketing materials, preferred
- Experience with Microsoft Dynamics CRM or managing a CRM system preferred
- Ability to work on multiple projects simultaneously and to prioritize responsibilities
- Ability to work in a deadline-driven, team-oriented environment with a strong attention to detail
- Strong project management and interpersonal skills and proven ability to effectively manage up
- Interest and basic understanding of financial services
- Must be eligible to work without sponsorship or restriction in the US
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