Business Development Associate

5 months ago

Montréal, Canada Applied Research Investments Full time

Business Development Associate position at a boutique investment management firm focused in Global Equities.

**Business development**
- Create a technology platform that combines multiple software for online Customer acquisition.
- Help complete business development and client questionnaires, update and maintain marketing documents, maintain external databases, and conduct competitive analyses.
- Update CRM and leads on a daily basis, and follow ups. Make sure database is accurate and up to date.
- Produce monthly lead, activity and call reports
- Assist with preparation of Marketing Material, quarterly updates
- Conduct Marketing research through industry publications
- Assist with lead generation activities in coordination with marketing
- Assist in working scheduling virtual events
- Help develop and deepen partnership opportunities with qualified investors including RIAs, qualified private and institutional clients, consultants to generate revenue and meet sales goals.
- Support marketing and fund raising across all channels, Strategic Accounts, prospective clients and Marketing to ensure alignment around business strategy, capitalize on opportunities and overcome specific challenges
- Collaborate with other members of team to employ a team-oriented approach and a thoughtful and consistent marketing, fundraising and client servicing strategy
- Maintain databases
- Ensure collaboration different groups within the organization and help implement state of the art fund raising process and client servicing across all distribution channels.

**Client servicing**
- Handle client onboarding. Insure all required documents are sent/received. File electronically and physically.
- Promptly and adequately respond to client leads.
- Assist in monthly and quarterly reporting requirements

**Ad Hoc Projects
- Assist CEO and other team members**
- Help Manage expense budget, and handle other operations, compliance and administrative functions effectively
- Ad-hoc projects including HR, accounting.
- Ensure the office runs smoothly.
- Review contracts - client contracts, service provider contracts.
- File documents and maintain appropriate recordkeeping.
- Order supplies and manage service providers.
- Handle Operations meetings. Prepare/conduct/Follow up.

**Competencies for Success**:

- Strong Work Ethics and Interest in investments and capital markets
- Excellent organizational skills
- Excellent written and verbal communication skills
- Team player
- Attention to detail
- Strong quantitative skills with a proven ability to analyze data, and incorporate findings refining processes
- Demonstrate ability to build strong relationships and execute
- Excellent listening skills with a natural inclination to focus on client needs
- Paralegal experience preferred but not required.
- Secondary degree with a minimum of two years’ experience with a Financial Institution or Undergraduate degree required, with a strong record of academic achievement; Series 7 & 63 preferred but not required; industry designations preferred but not required

**Education and experience requirements**:

- At least 3 years of technology, online customer acquisition marketing experience.
- Knowledge of Microsoft Office suite, Adobe Acrobat.
- Ability to learn new systems.

**Qualifications**:

- Flexible to travel. Our client has multiple office locations.
- Highly organized with a strong work ethic.
- Excellent written and verbal communication skills.
- Ability to adapt to a dynamic environment.
- Ability to multi-task and take on new responsibilities.
- Professionalism, integrity and discretion.
- Autonomy, good judgment, and attention to detail.

**Salary and Benefits**

Salary will reflect qualifications and experience.
Benefits: Vacation

**Job Types**: Full-time

Additional pay:

- Bonus pay

**Benefits**:

- Paid time off

Schedule:

- Monday to Friday, 8:00 - 18:00

Work remotely:

- No

**Job Types**: Full-time, Permanent

Pay: From $40,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Montréal, QC: reliably commute or plan to relocate before starting work (preferred)

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Financial services: 3 years (required)

Willingness to travel:

- 25% (preferred)

Work Location: In person

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