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Business Development Associate

Company: Insight Recruiting
Location: San Francisco
Posted on: February 25, 2021

Job Description:

Business Development Associate This global institutional asset management firm headquartered in San Francisco. The Firm's investments include public and private debt and equity securities, direct investments in private companies, and real estate. Position Overview: The candidate will report to the Global Head of Investor Relations and work day-to-day with the two senior US business development leaders. This role will be an integral part of the Investor Relations team's ability to source, maintain and grow client relationships across a variety of investor segments. The successful candidate will work cross-functionally withinthe Investor Relations Group in both internal and client-facing capacities. The candidate should be comfortable communicating the Firm's mission, investment strategy and value proposition to external parties. The candidate will also be responsible for developing and spearheading key strategic marketing initiatives and projects, including the Firm's Annual Investor Meeting, while collaborating with other departments at the Firm. It is estimated that approximately 80%to 85% of the candidate's annual time will be spent on business development and approximately 15% to 20% on the Firm's Annual Investor Meeting and other projects.Responsibilities: * Manage the prospecting, pipeline management, and operational duties for Senior Business Development professionals for new business clients across the U.S., Canada and South America* Produce materials for essential meetings with key stakeholders related to business development opportunities* Prepare prospect related investor materials Manage client coverage for several smaller clients (includes responding to ad-hoc inquiries, monthly update calls, relay key firm business updates, etc.)* In coordination with the broader Investor Relations team, take a leading role in the planning, production and execution of the Firm's Annual Investor Meeting, a multi-day event hosted for a significant number of the Firm's Limited Partners. Responsibilities include assisting fellow team members with:o Creating and disseminating all internal and external communications o Defining project scope and kickoffo Selecting event logistics (venues, contracts, vendors, etc.)o Managing overall event budgeto Organizing and executing the internal aspects of the meeting for each presenter (-10-15), working across global time zones (US, Asia, Europe, Brazil) to produce customized project guidelines for each presenter, including: goals, guidance, and instructions; calendar timeline of events; slide templates; debrief sessions, etc.* Manage cross-functional business development operational projects working with investment and operational teams to facilitate the production of Quarterly Letters for certain investment funds* Help oversee and coordinate the day-to-day tasks of the IR summer interns* Other related business development support duties as may be requiredQualifications: * Three to five years of finance-related business development, marketing, and communications experience* Strong sales, marketing, and analytical skills; experience developing client relationships* Ability to communicate and work in a team environment, meet deadlines, work in a fast paced environment and manage multiple projects* Strong organizational, written, communication, and project management skills --- Detail oriented, Excellent interpersonal, analytical and judgment skills* Self-starter and self-motivated

Keywords: Insight Recruiting, San Francisco , Business Development Associate, Accounting, Auditing , San Francisco, California

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