Business Development Analyst

Business Development Analyst
in Boston, Massachusetts 02110 - US

Job Description

Business Development Analyst

We have a rare opportunity for a Business Development Analyst, available full time and immediate start date. The Relationship Management team has an opening for a Business Development Analyst, BDA within the sub-advisory group.  Business Development, BD, is charged with the responsibility of knowing the market of institutional investors and bringing in additional assets for the firm to manage. A great deal of preparation goes into every meeting, finals presentation, and proposal to prospective clients.

BDAs are tasked with gathering information, generating analysis, and creating materials to make each meeting a success. In addition, the BDA must collect information necessary to create and maintain a strong pipeline of prospects, including maintaining the latest industry information and providing extensive analysis of current prospects. The role requires frequent communication with the Relationship Management team, Product Management, Legal Services, Compliance, Finance, Portfolio Management, Investment Analytics and Communications, and Client Services.


- Ensure RFP/questionnaire receives the appropriate and accurate response
- Update standard DDQ and questionnaires on a monthly/quarterly basis
- Assist with client and consultant prospecting
- Work on ad hoc marketing presentations/projects
- Work directly with client service associate on client reporting, presentations, and ad hoc requests
- Draft compelling, well-written commentary on firms market, investment and portfolio strategy


- Bachelor's Degree
- 3 years' experience in the investment industry
- CFA or Master's degree, or progress toward, is a plus but not required
- Extremely polished written and verbal communication skills
- Experience with Word, Excel, Internet Explorer, Outlook and PowerPoint


If you'd like to apply, please submit a resume for consideration


We are an equal opportunity employer and consider qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

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