Business Development Analyst

New
T
Tangible MarketsFintech, Private Markets
Remote, must be based in North AmericaContractEntry
Salary not disclosed
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Job Details

Required Skills
Business DevelopmentMicrosoft ExcelLead GenerationPowerPointMarket ResearchCRM

Requirements

  • 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.
  • Willingness to pursue and maintain FINRA registration.
  • Internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services preferred.
  • Familiarity with CRM platforms.
  • Proficiency in Excel, PowerPoint, and data management.
  • Experience with LinkedIn and professional networking tools.

Responsibilities

  • Support outbound business development initiatives targeting institutional investors, wealth managers, family offices, RIAs, and alternative asset managers.
  • Assist with prospecting, lead generation, and sales outreach campaigns across email, LinkedIn, conferences, and other channels.
  • Maintain CRM data integrity and manage sales workflows and pipeline progression.
  • Support the creation and distribution of marketing materials, sales collateral, and commercial content.
  • Attend industry conferences and networking events, conduct attendee research, and assist with event logistics and follow-up.
  • Track commercial metrics and KPIs to identify trends for improving sales effectiveness.
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