Job Description
Job Detail
overview
Our client in the Investment Advisory and Fund Management is seeking to recruit a Business Development Representative.
Responsibilities:
Identify and develop new business opportunities with institutional, professional, and high-net-worth investors.
Support fundraising activities across investment funds and mandates.
Build and maintain relationships with introducers, intermediaries, family offices, advisors, and distribution partners.
Conduct market research on target geographies, investor segments, and competitors.
Assist in the preparation of pitch decks, teasers, IMs, and investment proposals.
Coordinate investor meetings, roadshows, and follow-ups.
Maintain accurate records of prospects and investor interactions in the CRM.
Liaise with internal teams (Portfolio Management, Compliance, Operations) to support deal execution.
Monitor and report on BD pipeline, fundraising progress, and investor feedback.
Build and enhance relationships with key business introducers.
Refer to affiliated companies structuring and compliance assignments on a case arising basis.
Conduct any other cognate duties as assigned by the Managing Director.
what you need to know
Profile:
Bachelor’s degree in Finance, Economics, Business, or a related field.
1–3 years of experience in Business Development, Sales, Investor Relations, Asset Management, or Financial Services (preferred).
Strong understanding or interest in investment funds, asset management, and capital markets.
Excellent communication and relationship-management skills.
Professional, confident, and client-facing demeanor.
Ability to work in a regulated and confidential environment.
Proficiency in Microsoft Office / Google Workspace; CRM experience is a plus Outstanding written and oral communication skills, and strong organizational skills.
Fluent in English and French both written and spoken.
Willingness to travel up to 20% of the time.
CV Form
Job information
Job Reference:
2611-BDR-ARL
Published Date:
11 March