Business Development Specialist

As a member of the Global Distribution team, the Business Development Specialist will align with PanAgora’s U.S. and International Sales and Consultant Relations groups whose shared objective is to build and deepen relationships with institutional investors. This role participates in all sales-related endeavors through the full cycle of the fundraising process, which includes prospecting, investment and operational due diligence, on-boarding and subsequent client servicing. The Business Development Specialist will be exposed to every facet of the distribution process, and as such, develop the skills necessary to further advance their careers towards becoming a Sales or Consultant Relations professional.

Specific responsibilities vary, but primarily include the following:

• Develop deep knowledge of PanAgora’s products, investment strategies, and asset classes, while demonstrating a strong interest in the institutional asset management industry.
• Facilitate client engagement by participating in meetings and conference calls with Sales, Consultant Relations, and potential investors.
• Serve as an internal point of contact for prospective investor opportunities, coordinating resources across the firm to ensure timely and comprehensive follow-up.
• Collaborate with investment teams to organize and maintain high-quality, up-to-date presentation materials that effectively communicate PanAgora’s investment capabilities.
• Manage investor documentation by using PanAgora systems to complete Requests for Proposal/Information (RFPs/RFIs) and Due Diligence Questionnaires (DDQs) for prospective investors.

Additional responsibilities may include:

• Qualifying prospects; including plan contacts, plan managers, the plan’s consultant(s) and other relevant territory information.
• Research leads using various PanAgora resources/online subscriptions (e.g. eVestment, Dakota, Simfund) in order to track down and qualify opportunities.
• Collaboration with Sales, Consultant Relations and Investment teams on RFPs, finals and onsite meetings.
• Competitive analysis of PanAgora investment strategies
• Attend prospect meetings as directed by Sales and Consultant Relations – onsite, and virtual meetings.
• Coordinate with other PanAgora departments (legal/compliance, client service, IT, investments/trading) as necessary.

Key Qualities of Business Development Specialist:

• Motivated and positive mindset, with a strong drive to succeed.
• Accountable and self-directed, able to work independently while contributing to team objectives.
• Strong project management and problem-solving skills, with the ability to prioritize and execute multiple initiatives.
• Solid understanding of institutional products and the asset management industry.
• Commitment to building and expanding knowledge of PanAgora’s strategies and investment capabilities.

Essential Skills:

• Undergraduate degree. Major in Business, Economics, Finance, preferable.
• Progress or completion of CFA charter is a plus.
• Willing to pursue or already hold Series 3 a plus.
• High proficiency in PowerPoint and Excel and other financial-related technology tools.
• Hard working and eager to learn in a highly intellectual, collaborative environment.
• Well-organized and detail oriented.
• Ability to proactively investigate issues and follow through to resolution.
• Intellectual curiosity and motivated to become subject matter expert.
• Ability to work dynamically and manage multiple tasks/projects at one time while seeing each through to completion.
• Exceptional analytical and problem-solving skills with demonstrated ability to productively collaborate across teams.
• Strong oral and written communication skills.