Associate, Business Development jobs in United States
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IFM Investors · 1 hour ago

Associate, Business Development

IFM Investors is a global asset manager dedicated to investing, protecting, and growing the long-term retirement savings of working people. The Associate, Business Development role focuses on supporting existing client relationships, contributing to fundraising outcomes, and ensuring compliance with regulatory requirements while collaborating with internal stakeholders.

Financial Services

Responsibilities

Support existing client relationships, maintain and increase retention of assets and high levels of client satisfaction in territory and across Global Client Solutions (GCS)
Support the growth in fundraising outcomes in territory in close collaboration with regional and global Clients & Strategy colleagues
Produce accurate and timely client and consultant materials
Contribute to the delivery of change initiatives impacting GCS
Collaborate across and within GCS to delivery on the firm’s growth agenda
Ensure compliance with all regulatory requirements across the NAM business
Support the management of internal stakeholders, including through the accurate provision of Salesforce data for territory
Represent IFM Investors externally to clients, prospects and industry stakeholders
Be a strong contributor to the delivery of GCS NAM as part of the overall GCS Six Pillar scorecard
Develop deep knowledge and understanding of our products, investment processes and services
Make recommendations for innovation and change rooted in competitor and investment market trends
Focus on developing client relationship, business development and problem resolution skills
Adeptly manage external and internal stakeholders
Support territory by actively contributing to the fundraising strategy and development of your territory’s prospect pipeline
Support the management of existing client relationships, retention of client assets, and maintain and increase client satisfaction
Respond to investor/prospect queries accurately and in a prompt manner
Prepare for meetings/briefings
Take an active role in investor due diligence meetings and/or take part in finals presentations
Maintain detailed and accurate tracking data for existing investors/ prospects including meaningful and prompt recording of interactions in Salesforce
Aid incoming investors with fund closings
Support due diligence processes
Develop and maintain accurate marketing and due diligence materials
Manage quality, accuracy and timeliness of due diligence responses, including contributing to RFPs where needed
Maintain territory sales pipeline
Conduct market research across asset classes /competitors/prospects/investors
Actively contribute to the team (territory/region) in a positive and productive manner
Build trust and effective working relationships across IFM
Demonstrate strong integration between GCS and other IFM teams
Mentor and provide oversight, guidance and direction to analysts
Become a role model for IFM’s values

Qualification

Client relationship managementPrivate markets knowledgeSalesforce proficiencyBusiness acumenTeam collaboration

Required

4 years post-graduation
Ideally in a private markets' environment, otherwise in client services roles within financial services organisation
Ideally in an Investor Relations or capital raising role servicing institutional clients
Playing a strong, positive role in service-orientated teams
Familiarity with best practice in developing, managing and deepening client relationships
Good understanding and knowledge of private markets investment life cycle and client-facing processes supporting private markets products
Solid regional knowledge of IFM Investors' client landscape, e.g. institutional investor segments, consultants, key opinion leaders
Strong knowledge of, and curiosity about, private markets, products and institutional clients
Client relationship management skills
Knowledge of systems / CRM databases supporting client and investment data
Business acumen, financial metrics, and key performance drivers

Benefits

Comprehensive Medical, Dental and Vision plans (significant employer subsidy)
401(k) program with company match
Flexible Savings Accounts (FSA)
Life Insurance
Long-Term Disability (LTD) and Short-Term Disability (STD) Insurance
Employee Assistance Program (EAP)
Commuter Benefits
Headspace subscription

Company

IFM Investors

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IFM Investors is a private equity firm that invests in infrastructure, private equity, listed equities, and debt sectors.

Funding

Current Stage
Late Stage
Total Funding
unknown
2024-08-27Acquired

Leadership Team

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David Neal
Chief Executive Officer
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Brenda Lau
Director, Global Client Solutions
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Company data provided by crunchbase