Business Development Associate

Boston, MA 02108 | Direct Hire

Post Date: 05/17/2018 Job ID: 81152 Specialty: Accounting & Finance

Our client in Boston, MA is seeking a Business Development Associate to join their team. The role will involve direct outreach to prospective clients of the firm and close coordination with internal research team and investment banking industry groups. The position represents an exciting opportunity to develop a career in Investment Banking Business Development. Apply today!

Responsibilities for the Business Development Associate:
  • Develop and execute calling campaigns into prospective clients
  • Operate as initial point of contact to targets
  • Coordinate with research and investment banking team members on market list development
  • Conduct industry / sector research and apply findings to drive new business activity / workflow streams
  • Draft concise and persuasive communications to prospects
  • Research and develop business leads by sourcing and qualifying market lists, acquisitions and investment targets via telephone, email/LinkedIn and in-person
  • Respond to prospect queries via coordination with Research, Operations and Investment Banking teams
  • Input and coordination with deal execution teams
  • Draft relevant and thorough briefing notes for investment teams in advance of client meetings
  • Prepare progress reporting and other materials for both internal and external uses
  • Build and maintain CRM database
  • Attend ad-hoc client and partner meetings
  • Attend ad-hoc industry events
Requirements for the Business Development Associate:
  • Bachelor’ s Degree in finance/commerce/accounting with strong academic credentials preferred
  • 2-3 years of direct marketing/outbound calling experience
  • An outgoing mindset with a passion for developing new relationships with business owners and CEO’ s
  • Proven experience within a similar financial services environment
  • Good basic knowledge of the financial markets with demonstrated interest to learn more about private company Mergers and Acquisitions
  • Commitment to develop skills; or plan to attain qualifications such as Series 79
  • Strong sense for client needs
  • Ability to work under pressure and meet tight deadlines
  • Excellent with Microsoft Office including Word, Excel and PowerPoint
  • CRM experience
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                      
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