What are the responsibilities and job description for the Business Development Analyst, Equity Capital Markets position at Peachtree Group?
Peachtree Group is seeking a Business Development Analyst to join Peachtree PC Investors, the Equity Capital Markets Team.
Peachtree Group is an investment firm with a diverse portfolio of commercial real estate assets. We focus on real estate acquisition, development, and lending, and manage over $4.1 billion in equity. Our services are designed to protect, support, and grow our investments.
The Business Development Analyst will support Peachtree Credit’s Equity Capital Markets efforts to educate Broker-Dealers on Peachtree Group’s suite of alternative investment offerings through outbound communication, lead generation and servicing. The position requires strong written and verbal communication, as well as excellent interpersonal and time management skills.
Primary Responsibilities:
- Engage in planning and business development to create and implement strategic and tactical outreach to drive awareness and strengthen relationships with Broker-Dealers.
- Develop new business and provide support within the territory through calls and email communications, with activities such as: campaigns to advisors to educate them on Peachtree Group’s investment platform.
- Call campaigns and events (Dine Arounds; Conference Calls; Fund Updates; Due Diligence Meetings, etc).
- Present webinars, helping with individual presentations when needed.
- Prospecting to reach new financial professionals to learn investment objectives.
- Provide support for internal wholesalers who are out of the office (PTO or Road).
- Schedule appointments for the external wholesaler (s) in assigned territory.
- Provide sales meeting and conference preparation and follow up for external wholesaler.
- Work with integrity, do what you say you’re doing.
- Maintain quality notes about all interactions in a CRM system.
Desired Qualifications:
- Financial services industry experience.
- Comfortable making several dozen outbound dials per day.
- Some knowledge of alternative investments, Private Credit, Real Estate, Development, Private Placements, DST/1031 a plus.
- Strong organization skills with the ability to manage multiple tasks.
- Excellent verbal, written, and presentation skills. Proven selling and relationship building skills.
- Disciplined self-starter who requires little direction to succeed.
- Someone who understands a team is only as strong as its weakest link.
- Currently has FINRA SIE and Series 7 & 63 or willing to obtain in the first year of employment.
- Strong computer skills, including MS Word, PowerPoint, Excel.
- Salesforce or other CRM experience is a plus
Salary : $4