Business Development Analyst

Role Overview

• Support outbound business development initiatives targeting institutional investors, wealth managers, family offices, RIAs, and alternative asset managers.
• Assist with prospecting, lead generation, and sales outreach campaigns across email, LinkedIn, conferences, and other channels.
• Research prospective clients and identify new business opportunities.
• Coordinate and track business development activities across the sales pipeline.
• Participate in client meetings, conference calls, and relationship management initiatives.
• Develop and maintain relationships with key market participants.
• Maintain CRM data integrity and ensure accurate tracking of client interactions and opportunities.
• Manage sales workflows and pipeline progression.
• Monitor lead activity and support timely follow-up processes.
• Assist with pipeline reporting, forecasting, and sales performance analysis.
• Track key relationship milestones and engagement metrics.
• Support the creation and distribution of marketing materials and sales collateral.
• Assist with LinkedIn campaigns, conference communications, and outreach initiatives.
• Coordinate conference preparation and post-event follow-up activities.
• Attend industry conferences, networking events, and client meetings.
• Monitor outreach performance and pipeline activity.
• Identify trends and opportunities to improve sales effectiveness and operational efficiency.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Strong interest in financial markets, private equity, and alternative investments.
• Excellent communication and interpersonal skills.
• Strong attention to detail and organizational abilities.
• Analytical mindset and comfort working with data.
• Ability to manage multiple priorities and work independently.
• Entrepreneurial attitude and willingness to thrive in a fast-paced startup environment.
• Internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services.
• Familiarity with CRM platforms.
• Strong Excel, PowerPoint, and data management skills.
• Experience with LinkedIn and professional networking tools.
• Demonstrated leadership, initiative, or entrepreneurial experience through internships, student organizations, athletics, or extracurricular activities.
• Strong desire to pursue a career in financial sales and business development.

Benefits

• Travel to conferences, roadshows, and in-person meetings as needed