Business Development Associate

Cambridge Associates • Dallas, TX, US • 1w ago

Firm Overview:

Cambridge Associates (CA) is a leading global investment firm. We work with non-profit institutions, pension plans, and private clients to build investment portfolios that help them meet their philanthropic goals, plan obligations, or personal objectives. We offer a variety of services to complement those needs, from acting as an outsourced investment office to providing access to our world-class digital research platform. Committed to independence since our founding more than 50 years ago, we are motivated only by what is best for our clients.

Our clients trust the experience, leadership, and integrity of our investment professionals. We have a global team of outstanding investment advisors and an extensive research platform to support them. With more than 1,400 employees in nine locations around the globe, we are constantly looking to discover new ideas for our clients’ portfolios. This extensive network helps us to identify and access the best global investment opportunities all over the world.

Position:

The Client Solutions Associate supports the broad business development goals of the firm’s advisory and discretionary service models. This position requires experience in business writing, pitch strategy development, and interpersonal skills to interface with senior investment professionals and external stakeholders at prospective clients in order to produce quality work by hard deadlines, build pipelines of new business, and support growth goals of the firm’s investment teams. The role requires process management and coordination with key internal partners, such as legal, compliance, accounting, and finance. It provides the opportunity to develop a deep understanding of the core components of our business, building a solid foundation for career development within Global Business Development and the financial services field.

Key Responsibilities:

·Conduct background research on leads

·Project manage engagement with pipeline and key centers of influence

·Prepare requests for proposals and presentations in conjunction with team members and investment directors for both new prospects and existing clients

·Manage internal deadlines for those involved in the process

·Ensure that proposals and answers in RFPs are accurate and present the investment case for Cambridge Associates

·Create effective and visually appealing content for use with existing and prospective clients

·Liaise with internal teams including Legal & Compliance, Operations, Manager Research, etc., to effectively and efficiently put together PowerPoint decks and proposals

·Support follow-up efforts to ensure prospect and client movement through the business development pipeline

·Update CRM system and produce sales reports when required

·Build and maintain investment knowledge and show intellectual curiosity

·Maintain prospect lists for the practices

·Work on ad hoc projects when requested

Qualifications:

·Strong attention to detail

·A positive and proactive (takes initiative) approach to work

·Experience writing proposals and creating presentations, ideally from  an investment management environment

·Knowledge of institutional investment marketplace and investment management principles

·Excellent organizational and project management skills

·Strong knowledge of Microsoft suite, with emphasis on PowerPoint and Excel