Business Development Analyst (US Team)
Remote
Job Summary
Support outbound business development initiatives targeting institutional investors, wealth managers, family offices, and alternative asset managers by prospecting, lead generation, and sales outreach across email, LinkedIn, and conferences. Maintain CRM data integrity, manage sales workflows, and track key relationship milestones while assisting with pipeline reporting, forecasting, and performance analysis. Coordinate conference preparation, capture market intelligence from industry events, and support the creation of marketing materials and commercial content. This role combines sales, relationship-building, and commercial operations to help scale a fast-growing fintech business, with travel to roadshows and meetings as needed. Candidates must be willing to pursue and maintain FINRA registration.
Required Qualifications
- 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
- Must be based in North America
- Must be willing to travel to conferences, roadshows, and in-person meetings as needed
- Must be willing to pursue and maintain FINRA registration
Desired Qualifications
- 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
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