What are the responsibilities and job description for the Business Development Associate position at Landing Point?
Position Overview:
The role of a Relationship Associate is to serve as a direct and dedicated resource for the North America Business Development Team. The Associate will work under the direct supervision of their assigned regional team members.
Responsibilities Include:
1. Increasing the # of high-quality prospect touch points (meetings, calls, events)
- Prospect lists
o Maintain current prospect list in CRM and outside of CRM including tags which identify areas in which the prospect is interested
2. Increase Quality of meetings and events
- Own meeting logistics
o Calendar invitations and logging to Salesforce
o Prep notes
o Presentation materials (soft and hard copies where applicable)
3. Translate prospect touch points into business:
- Document and maintain meeting notes
Required Skills
- 2-3 years of experience in the investment management business
- Bachelor’s Degree (or equivalent)
- Strong ability to create, operate, maintain and organize databases
- Proficient in MS Excel and other Microsoft applications
- Excellent written and verbal communication capabilities
- Strong organizational skills and attention to detail
- Strong analytical skills
- Demonstrated understanding of investment strategies and markets, including fixed income, equity and alternatives
- Some basic knowledge of the North American asset management industry
- Previous experience working with SalesForce or another CRM preferred
- Will be required to pass Series 63, 7 and 3 within one year
Salary : $65,000 - $80,000
