Analyst, Business Development (Sales Support)

About the role

The Analyst will support the Global Head of Sales with presentation creation, data analysis, market research, project management, and ad hoc initiatives. They will respond to inbound LP and Consultant requests across all strategies in a timely manner, in coordination with the PDS team. They will partner with PDS to complete RFPs and RFIs, project manage virtual and on-site due diligence sessions, oversee the fund closing process, monitor external databases, maintain and update CRM, support senior sales representatives on fundraising efforts, ensure third-party sales activity complies with Compliance protocols, prepare and refine marketing materials, perform weekly CRM updates, and provide ad hoc project support.

Responsibilities

• Support the Global Head of Sales with presentation creation, data analysis, market research, project management, and ad hoc initiatives.
• Respond to inbound LP and Consultant requests across all strategies in a timely manner, in coordination with the PDS team.
• Partner with PDS to complete RFPs and RFIs.
• Project manage virtual and on-site due diligence sessions (investment and operational), coordinating agendas, presentations, prep calls, and logistics across BD, PDS, and IM teams.
• Oversee the fund closing process, including subscription document management and coordination with Legal, Tax, and Compliance.
• Maintain and update CRM (Microsoft Dynamics 365) on an ongoing basis.
• Support senior sales representatives on fundraising efforts, including prospecting research, meeting prep, conference marketing, calendar coordination, and post-call notes.
• Ensure third-party sales activity complies with Compliance protocols, particularly for marketing to public pension funds; maintain a tracking sheet of all past and upcoming third-party meetings.
• Monitor external databases (Preqin, FIN Searches, etc.) to identify investment searches and track RFP pipeline status.
• Prepare and refine marketing materials, including pitchbooks, finals presentations, and ad hoc materials, in partnership with PDS.
• Perform weekly CRM updates and data hygiene to maintain accurate pipeline information.
• Provide ad hoc project support to the PDS team and C-Suite as needed.

Requirements

• 1 to 2 plus years of experience at an asset management or institutional investment consulting firm, with a preferred focus on private assets, but we are also open to applications from recent graduates.
• Strong project and process management skills and the ability to work well with others and operate in an entrepreneurial environment.
• Exceptional attention to detail and ability to proofread and review your own work.
• Exceptional Microsoft Office skills required (Excel, PowerPoint, and Word).
• Ability to multitask and work under tight timeframes / manage strict deadlines.

Qualifications

• Undergraduate degree with strong academic background.
• SIE, Series 7 & 63 licenses required; candidates who do not currently hold these licenses will be required to obtain them within 3 months of joining Capital Dynamics.

Skills

• Fluent in English and display superior writing skills.
• Proficiency in other languages; Spanish, German, French, Italian, or Arabic is highly advantageous though not essential.

Benefits

Base Salary: USD 75,000 – 85,000, plus bonus and benefits.

Pay

Base Salary: USD 75,000 – 85,000, plus bonus and benefits.

Schedule

Full-time position.