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Peachtree Group · 1 month ago

Business Development Analyst, Equity Capital Markets

Atlanta, GA

Full-time

Onsite

New Grad, Entry Level

Peachtree Group is an investment firm focused on real estate acquisition, development, and lending. They are seeking a Business Development Analyst to support their Equity Capital Markets efforts by engaging with Broker-Dealers and generating leads through various outreach strategies.

Commercial LendingCommercial Real EstateHospitalityReal EstateReal Estate Investment

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

Qualification

Financial services experienceAlternative investments knowledgeSalesforceCRM experienceFINRA SIE certificationSeries 7 & 63 certificationVerbal skillsComputer skillsOrganization skillsWritten skillsPresentation skillsRelationship building skillsDisciplined self-starter