Business Development Associate (closed)· San Francisco, CA
Business Development Associate (closed)
San Francisco, CA
$$$ compensation
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Job Description
Our client is one of the most prestigious investment management firms on the West Coast. Their continuous and stable presence for over 50 years brings peace of mind to their clients that no other firm can match.
POSITION SUMMARY:
The Business Development Associate is a critical part of the Business Development team and will be responsible for providing support to the Institutional Business Development, Client Services and Consultant Relations teams. Responsibilities include, but are not limited to, maintaining consultant databases, assisting with the creation of RFP's and providing administrative support to the Business Development Team.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
· On a quarterly and monthly basis maintain over twenty external consultant databases
· On a quarterly and monthly basis maintain internal qualitative and quantitative databases for firm and investment strategy data
· Assist with Request for Proposals (RFP), Request for Information (RFI) and due diligence responses
· Assist with the development and maintenance of firm marketing materials
· Provide administrative support as needed to all Business Development team
SKILLS:
· Working knowledge of financial services industry highly desirable including an understanding of quantitative portfolio management metrics
· Proficiency in the following Microsoft Office programs: Excel, PowerPoint, Word, Adobe InDesign, Adobe Illustrator and Outlook.
EDUCATION AND EXPERIENCE:
POSITION SUMMARY:
The Business Development Associate is a critical part of the Business Development team and will be responsible for providing support to the Institutional Business Development, Client Services and Consultant Relations teams. Responsibilities include, but are not limited to, maintaining consultant databases, assisting with the creation of RFP's and providing administrative support to the Business Development Team.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
· On a quarterly and monthly basis maintain over twenty external consultant databases
· On a quarterly and monthly basis maintain internal qualitative and quantitative databases for firm and investment strategy data
· Assist with Request for Proposals (RFP), Request for Information (RFI) and due diligence responses
· Assist with the development and maintenance of firm marketing materials
· Provide administrative support as needed to all Business Development team
SKILLS:
· Working knowledge of financial services industry highly desirable including an understanding of quantitative portfolio management metrics
· Proficiency in the following Microsoft Office programs: Excel, PowerPoint, Word, Adobe InDesign, Adobe Illustrator and Outlook.
EDUCATION AND EXPERIENCE:
A bachelor's degree is highly preferred. A minimum of 2 years of direct work experience and experience in financial services or professional services industry is preferred.
