Business Dev Assc.

Principal Responsibilities:

Prospect pre-existing contacts in assigned territories to establish timely introductions to the internal or external wholesaler Create and execute effective outbound call campaigns to new prospects Assist internal and external teams in market research and competitive peer analysis Document all daily activities, such as relevant calls, emails, and follow-up activities in Salesforce.com Prepare investment marketing materials and presentations Engage with Portfolio Managers during weekly team meetings Develop and continually improve upon strong product, industry, market, and economic knowledge Adhere to all compliance requirements and firm guidelines.

Minimum:

The selected candidate should be a goal-oriented, highly motivated, organized, and self-directed individual who is constantly striving to exceed expectations. The candidate will maintain a positive attitude, a high level of activity and be motivated by surpassing goals and increasing sales within their territory.

Bachelor's Degree from a four-year college or university required; Business, Economics, Finance major preferred Proficient knowledge of MS Office Strong written, sales, presentation, and telephone skills Competitive, results-oriented mindset Ability to collaborate with a variety of different people and roles Values diversity of thoughts, perspective, and expression

Preferred:

Strong will to establish proficiency in investment trends, financial concepts, real estate and credit markets Ability to grasp and articulate complex topics Thrives in a fast-paced, team-focused environment Motivated to achieve success and a desire to learn and grow Outgoing, strong interpersonal skills Coachable mindset of asking for and receiving feedback Optimizes time management and organizational skills