Headquartered in Boston, Standish is a leading investment management firm dedicated to serving sophisticated fixed income investors. Our investment strategies span the wide range of fixed income disciplines and are complemented by a demonstrated ability to design innovative, effective solutions to satisfy our clients' needs. For additional information, please visit our website: www.standish.com .
The Business Development Analyst will report to the Managing Director, Business Development & Product Strategy and will be primary internal support and point of contact for Business Development Executives and BNYM Internal Distribution Channels. The incumbent will also provide; reporting support, comprehensive sales support, pre-meeting due diligence on prospects, clients and consultants, assistance and coordination for successful new client on-boarding, competitive analysis associated with prospects. He/she will use judgment and discretion regarding new business acquisition for clients and internal partners. The incumbent will also work closely with other departments such as Product Development, Marketing, and Client Service and Consultant Relations team on behalf of the externally facing staff.
The Business Development Analyst will coordinate the preparation of meeting and proposal materials identify prospects through public web sites and industry media, update files and systems for prospective and current clients/consultants, and drive the prequalification process for private fund.
The individual will conduct research on clients or prospects to provide relevant information to externally facing staff and track and maintain pipeline ad activity information. S/he will run Engage (or other CRM) queries in support of the new business process, build and maintain prospect lists, and review supporting data as part of the prospecting/due diligence process. The incumbent will generate follow-up correspondence to maintain and grow relationships as well as execute mailings and other outreach campaigns to prospects, clients and consultants. In addition, s/he will coordinate competitive analysis prior to finals presentations. S/he will continuously expand knowledge of the firm's product line, industry trends, current compliance guidelines competition and new business process to provide consistently higher value assistance to the sales team.
The incumbent will also assist in the completion and review of outgoing RFPs and work in conjunction with the RFP Team, Product Management Team and other Investment and Operations staff to help ensure that the PMAPS database consistently reflects the most current and impactful information available.
The candidate must have 3 to 5 years of institutional investment industry experience. Bachelor's degree, or advanced degree preferred. Working knowledge of systems such as Prequin, eVestment, Mercer GIMD, Morningstar a plus.
The candidate must be energetic and self-motivated, with the ability to work well under time constraints. Strong analytical ability and demonstrated sound judgment in dealing with institutional clients. S/he must be highly organized with a keen attention to detail, and must possess exceptional technical, verbal and written communication skills. Must be a registered rep (holding Series 7 and 63) or willingness to obtain within 90 days of hire. The candidate will be offering private placement products through MBSC Securities Corporation.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 32510
Job: Asset Management
Requisition Number: 1702747