Business Development Support Business Development Support …

My client, a leading investment advisory firm, are looking for someone to join their Business Development team with the focus being their Private Clients.

In this position you will be the sole support for one Business Development Director and work closely with the other teams who cover Endowments & Foundations/Pension Funds. You will get exposure to all classes including traditional investments, hedge funds and private investments.

Most of your time will be spent creating proposals and presentations for new business pitches and being the point of contact for follow ups. In order to be successful in this position, you will need exceptional written/verbal skills and be very strong with relationship building.

Responsibilities Include:

• Preparation of proposals and presentations in conjunction with team members and investment directors for prospects and existing clients
• Support with creating effective and visually appealing content
• Liaise with internal teams including Legal & Compliance, Operations, Manager Research, and Investments to effectively and efficiently create and maintain content
• Gather and synthesise research on target markets, prospective clients, competitive intelligence, and industry topics and trends
• Maintain prospect list
• Support follow-up efforts to ensure prospect and client movement through the business development pipeline
• Update and maintain CRM systems and produce reports when required
• Build and maintain investment knowledge and show intellectual curiosity
• Work on ad hoc projects when requested

Requirements:

• Strong knowledge of Microsoft suite, with emphasis on PowerPoint and Excel (essential)
• some client experience (essential)
• Degree qualified (essential)
• IMC (desired)
• Experience writing proposals and creating presentations, ideally from an investment management environment (desired)
• Knowledge of the investment industry and basic investment management principles (desired)